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Mark Hallam

Prospect - Proposal Form

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I’ve been asked this myself recently and don’t believe so (although Motorwriter is not my area of expertise on OGI). 

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17 hours ago, Mark Hallam said:

Is it possible to produce a Proposal Form or SoF in prospect without having to create a record in Core?

 

Which line of business Mark?

 

MotorWriter works differently to Home/Truck/Bike

 

You can always create your own of course - for any LOB - but not sure if that's what you are asking?

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Hi Mark,

 

It was for Motor or Home Insurance.

No it wasnt creating our own, this was producing the system derived documentation.

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Hi Mark

 

Pretty sure Motor can be produced from APM - but Home needs a record in Core back office. It's the crazy world of OGI quirks I'm afraid - a result of some poor decision making a long while ago

 

If I'm off the mark, or there are some alternatives, I'm sure someone will post up some options

 

M

 

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You might be able to do it via Brooms letters. I don't even know what system letter you mean.

 

One way to do it, is to append a frame onto the end of the Policy Amendment chain. The frame having a "Yes / No" field, from that trigger you can then use "INIT-LETTER" 

 

https://www.opengi.co.uk/support/onlineguides/#Subsystems/CoreSchemeToolkit/Creating_A_Diary_Entry_Using_WRITE-DIARY.htm

 

Frames and keywords for Motor Writer is here.

Edited by GremlinIT

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  • Posts

    • You might be able to do it via Brooms letters. I don't even know what system letter you mean.   One way to do it, is to append a frame onto the end of the Policy Amendment chain. The frame having a "Yes / No" field, from that trigger you can then use "INIT-LETTER"    https://www.opengi.co.uk/support/onlineguides/#Subsystems/CoreSchemeToolkit/Creating_A_Diary_Entry_Using_WRITE-DIARY.htm   Frames and keywords for Motor Writer is here.
    • Hi Diarmuid   The Escrow is owned by Open GI - the User Group have exclusive access / beneficiaries should an event occur. If you need a copy of the current document, you will probably need to go via your Account Manager. Meanwhile, I'll ask the User Group Committee to raise with OGI at the next meeting to confirm correct approach and contact points if Members require open access to the document - it shouldn't be a secret  
    • Hi The auditors are in a the moment. I've shown them our membership of the User Group. But now they have asked for details of the Escrow agreement between the User Group and OpenGI. Anyone got an idea of where I could find this? Thanks Diarmuid Quirke
    • Hi Mark   Pretty sure Motor can be produced from APM - but Home needs a record in Core back office. It's the crazy world of OGI quirks I'm afraid - a result of some poor decision making a long while ago   If I'm off the mark, or there are some alternatives, I'm sure someone will post up some options   M  
    • Hi Mark,   It was for Motor or Home Insurance. No it wasnt creating our own, this was producing the system derived documentation.
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