Prospect - Proposal Form

[Mark Hallam]

Hi,

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

 

Mark.

[karl]

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

[Mark Sollis]

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?

[Mark Hallam]

Hi Mark,

 

It was for Motor or Home Insurance.

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

[Mark Sollis]

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

 

[GremlinIT]

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 8 January, 2020 by GremlinIT