Jump to content


  1. New Users - Start Here!

    1. FAQs - How To Use The Forum

      A good place for finding information, help and advice on use of the Forum

    2. 1
    3. 1
  2. Full Member Access Area

    1. Specialist User Forum Archive

      These are pages transferred from the fantastic SUF Forum and are available to all Full Members of the Open GI User Group

      • liam
    2. Hints & Tips

      A Treasure Trove of Information - lots of detail for our members

    3. Agony Aunt

      OK - If you have an Open GI problem or don't know your ReportNet from your Calc Code, then post your questions here. Someone, somewhere will have the answer and you may get a faster response than a support call!

    4. Transactor Users

      Welcome to the Forum area for users of the Transactor software application suite


      If you have any queries or issues then feel free to post here and see if the community can assist. Someone, somewhere may have the answer and you may get a faster response than a support call!

      • No posts here yet
    5. Discussion Forum

      Feel free to post any General Discussion Topics here - Everyone has a view and an opinion!

    6. Technology and Third Party Applications

      Area for general Technology discussions and Third Party Applications

    7. Enhancements Wish Lists - What Do You Want?

      The Open GI User Group has a direct impact on how your software is developed. Tell us what you need to make life easier and we can put your ideas forward!

    8. Core Upgrades

      Join Cousin Clarissa and share all the news, views and thoughts on the next major Core release from Open GI

    9. Upgrade Information

      News on upgrades planned from open GI.
      Not guaranteed but gives you chance to see what's on the horizon and chance to comment and have your say. All views welcome

    10. InfoCentre

      How to use, hints, tips, advice and suggestions

    11. ELTO

      What does this mean to you and how has your business implemented the directive?

    12. Uploaded Files

      Files uploaded for the benefit of Open GI User Group members

  3. Open GI - Insurance Administration Software - Public Access

    1. Announcements

      Important Broker Notices

    2. Mobius - The Next Platform From Open GI

      Open GI launched their new platform solution "Mobius" at BIBA 2018

      This Forum is for existing Open GI "Core" customers and all new prospects to discuss the new options now available and their experiences of this new technology offering. If you have seen it, then share your thoughts and comments here. If you haven't, why not get a demo and see what the future will bring. Bookmark this page for an unbiased and transparent view as part of your Due Diligence - before you jump in feet first! All comments welcome

    3. GDPR

      How's your GDPR planning going?

      If you have any system queries or plain advice to share, then this is the one stop members shop for GDPR - past, present and future

    4. PCI DSS Compliance

      Post your views questions and experiences of what PCI DSS means in your business - and how you've coped!

    5. General Queries and Feedback

      So what do you think of Open GI and their software & services. Does their IT help you? Does it really make your life easier? Share your thoughts here and ask others for theirs!

    6. In The News

      Links and Information about Open GI, the User Group and other related articles of interest found in the press

    7. AGM Details

      Details of Past Present and Future meetings

    8. Rambo's Rants

      An ever topical area with acute insight from one of our leading experts on how Open GI impacts a real Broker's business

    9. Poll Results and Feedback Summaries

      From time to time we gather feedback from Forum users as well as from industry groups.
      Poll and feedback results are published here for general review

    10. Forum / Web Enhancements

      Your chance to add any feedback / thoughts / issues / problems regarding the main Web site or indeed this Forum - be honest!

    11. Open GI User Group - Newsletter Archive

      Copies of all OGIUG Newsletter since May 2018 are posted here for reference

  • Who's Online (See full list)

    There are no registered users currently online

  • Posts

    • There will be issues whichever way - so you need to pick the right way for you at get it right first time.   In short - and from experience  on both sides - I'd say transfer now to your server, as separate branches. This may involve some logistics for connectivity (I don't know your set-up) but on the face of it - is better than running multiple servers and multiple business processes. You'll thank yourself in the long run   Moving / migrating / transferring / consolidating to one branch - on the same server - is far, far easier to manage once the data is on one platform. Trust me on this.
    • We were thinking to merge on our system but can well foresee a few issues 🙂  
    • not to any great extent so this shouldn't be a problem but thanks again  
    • Sorry Sandra - Are you planning to merge the branches on THEIR system - or merge and migrate to your server?   The first is as everyone has said above - the latter is potentially a whole new world of complexity - x 10!
    • Just thought, do you/they use Open Attach?
    • Thank you Karl - I thought this was the case and good idea to stamp the notes! 
    • I’ve done this many years ago. If you merge branches into one, bear in mind client/policy references which are already taken on the target branch will get a new number. Therefore, if you have direct debit with a finance provider such as Premium Credit, you may have to provide them with a cross reference list.    We also got OGI to stamp the BPY notes with the original ref.
    • Thanks for your reply John - Yes it is OGI to OGI (broker acquisition and they have 2 separate branches whereas we have only one) and we are aware of the complexities in respect of the settings etc - may well be better to keep the two extra branches separate then drip feed onto one branch at renewal maybe?   We realise policy modules etc will differ and just wondered if anyone had migrated, what actually happens if two clients have the same reference number?   Will certainly keep you updated
    • Hi Sandra   Big question - and lots to consider. You haven't said, but I presume this is to do with an OGI to OGI transfer, with branches already on the same server? If so - and to help kick this off, top 5 tips below from me: Specification - Make sure you have a spec of what will - and what wont - be transferred Settings - Check that all your settings are the same. Many are branch independent and you really need to check all of these for future use. This includes source codes, exec codes, Database Reports, User Access authorities, Broker Record / Prospect record settings, Regulation Module options, Document / letter templates to name a few from a long long list Prospects - Do you use APM / Prospects - and what will happen with these records Accounts and EDI - If it's OGI>OGI then EDI should be OK, but you do need to have a plan for the accounts. For both, will the old branches be in run-off or transferred en-bloc / big-bang? If Run-off - how are you maintaining both sets of data? Why? - Revisit why are you doing this anyway - quite often it's not the only solution - and I'd be interested more in what you are trying to achieve and why you think branch consolidation is the answer I'm sure Open GI will have already asked all the above questions - and more - to get to the right solution for your business. But always worth taking advice on a big change  Hopefully others will have input as well   Good luck and let us know how you get on!
    • Has anyone here had a data migration done by OGI where 2/3 branches have merged and have any tips, comments or advice of what to expect?   Thanks Sandra  
  • Topics

  • Popular Contributors

    Nobody has received reputation this week.

  • Member Statistics

    • Total Members
    • Most Online

    Newest Member
    Stu Smith
  • Forum Statistics

    • Total Topics
    • Total Posts
  • Create New...