Jump to content
  • 0
NewLink

Green Cards and contacting Clients

Question

Afternoon All, 

 

I assume, like me, you have begun to receive info from insurers relating to green car issuing for motor policies pre & post Brexit.  My question is, I assume I need to contact all with a motor policy and advise them that the EU coverage on their cert will possibly be invalid on their certs.

 

Is there a way that I can send a "Group" email mailshot to all clients (obviously observing GDPR) for those that have requested email cores. and a letter to each client that has preferred post?  What I am trying to get at is other than going into each clients diary page and manually requesting can the system do a group sending?

 

I have OA/OPM if that helps, do I need more software?  

 

This could also assist us with the "Newsletter" we are planning on sending later in the year as well.

 

Thanks

 

Steve

 

  • Confused 1

Share this post


Link to post

2 answers to this question

Recommended Posts

  • 0
3 hours ago, NewLink said:

Afternoon All, 

 

I assume, like me, you have begun to receive info from insurers relating to green car issuing for motor policies pre & post Brexit.  My question is, I assume I need to contact all with a motor policy and advise them that the EU coverage on their cert will possibly be invalid on their certs.

 

Is there a way that I can send a "Group" email mailshot to all clients (obviously observing GDPR) for those that have requested email cores. and a letter to each client that has preferred post?  What I am trying to get at is other than going into each clients diary page and manually requesting can the system do a group sending?

 

I have OA/OPM if that helps, do I need more software?  

 

This could also assist us with the "Newsletter" we are planning on sending later in the year as well.

 

Thanks

 

Steve

 

Hi Steve

 

You should be able to generate emails via Database Enquiry.

 

You would search with something like:-

 

bpy.ptype              Equal to   pc        
BPY.Term.date          Equal to             
BCM.Contactpref        Equal to   Email     

 

(Obviously add whatever parameters you need).

 

Then select the 'Generate letters/diary notes/memos/emails' option;

 

then 'Email Messages'

 

Once you have entered 'Subject' etc. you will have different options on how to create the email body, I use a Word template. Obviously before any of the above you will have to setup an appropriate OpenWord template.

 

Ideally for any batch printing/emailing you would use OpenDocumentCentre but dependant on the volumes you run at a time OPM should work. You will probably need to press 'send' on each email as they pop up though.

 

Disclaimer: Always be careful when doing anything en masse! Test with a small number of dummy policies first!  Remember, if you need any help with this - Mark Sollis is a consultant who offers such services.

 

Kind regards

 

Karl

  • Like 1

Share this post


Link to post
  • 0
On 01/03/2019 at 15:55, karl said:

Disclaimer: Always be careful when doing anything en masse! Test with a small number of dummy policies first!  Remember, if you need any help with this - Mark Sollis is a consultant who offers such services.

 

Hi Steve - Karl has pretty much covered what you need on this. (Thanks Karl - appreciate the Tag!) 

 

If you / anyone else needs assistance on this process or any general Open GI queries, feel free to get in touch here or via our web site

  • Like 1

Share this post


Link to post

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now

  • Posts

    • I don’t believe so as very specific criteria has to be set each time a purge is ran (at least in Live). Purging also has separate stages e.g. you have to purge ledger & diary before an actual policy/client record can be removed.   For all I know there may be an overnight command for Prospect to purge quotes/prospects ‘marked for deletion’, however we review these first as anyone can press Esc K (and maybe doing so for the wrong reasons).   Bottom Line, I feel nervous purging when doing manually, I would not like the idea of records disappearing from the system each night etc.  Sorry, I’ve not been much help!
    • Hi I know there is a module in OGI for record purging is there any way that this can be automated does anyone know?. I am keen to have any information about this.    Regards Mar
    • Please find attached the Membership benefits for 2020 OGIUG Discounts 2020.pdf
    • Thank you Mark for the info I have logged it with OGI and they are looking at it.   
    • Hi Mar - and welcome to the Forum!   I think the issue is that the error message will be best investigated by OGI. I've never seen that one - but maybe some other live users may be able to assist. Other than checking the document filename / length of filename for the template and / or the trigger document - it would be best to log with OGI   Sorry I cant help - but sometimes its just a program error! - Oh - do check you are on the latest Vs of OpenSuite products - and especially ALL client software (each PC) is also upto date - that often causes random issues like this  (and OGI will say to check / upgrade as a first step anyway)   Let us know the outcome!   
×
×
  • Create New...