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  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

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      posts

    2. Open GI User Group - Application Form

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      post

    3. User Group Membership - Current Discounts Available

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  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

      1.2k
      posts
      • liam
      • By liam,

    2. Hints & Tips

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

      41
      posts

    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!

      966
      posts

    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!

      219
      posts

    6. Technology and Third Party Applications

      Area for general Technology discussions and Third Party Applications

      68
      posts

    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!

      92
      posts

    8. Core Upgrades

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

      14
      posts

    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

      24
      posts

    10. InfoCentre

      How to use, hints, tips, advice and suggestions

      21
      posts

    11. ELTO

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

      1
      post

    12. Uploaded Files

      Files uploaded for the benefit of Open GI User Group members

      5
      posts

  3. Open GI - Insurance Administration Software - Public Access

    1. Announcements

      Important Broker Notices

      45
      posts

    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
      posts

    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

      34
      posts

    4. PCI DSS Compliance

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

      16
      posts

    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!

      211
      posts

    6. In The News

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

      25
      posts

    7. AGM Details

      Details of Past Present and Future meetings

      24
      posts

    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

      22
      posts

    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

      1
      post

    10. Forum / Web Enhancements

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

      3
      posts

    11. Open GI User Group - Newsletter Archive

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

      2
      posts

  • Who's Online (See full list)

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  • Posts

    • admin
      Insurance Times - Tech & Innovation Awards - 2020

      By admin · Posted

      If you want to know who won this year in each category, follow the link below   Insurance Times - Tech & Innovation Awards - 2020
    • Mark Sollis
      Free Help!

      By Mark Sollis · Posted

      EXTENDED OFFER   Even though "lock-down" has almost been confined to the history books, there's still lots of uncertainty across the UK   Restrictions and limitations are impacting businesses every day and worse still, the uncertainty looks continue for a while yet   Whether you need more knowledge or just better insight, at OneFiftyPercent we want to help as many Open GI brokers as we can    If you want to re-boot your business or take away current system pains there is no better time than the "now"   For help with any aspect of your OGI systems or associated applications, just get in touch with us and book your FREE call     Guaranteed 150% - No strings. No Fees. No catch.   Leave your preferred contact details at the link here and we'll be in touch   #karma #network #freehelp #OFP #resultsdontlie
    • karl
      Record Purge in OpenGI

      By karl · Posted

      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!
    • Mar Rainsby
      Record Purge in OpenGI

      By Mar Rainsby · Posted

      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
    • Marc Pons-Burt
      Discounts 2020

      By Marc Pons-Burt · Posted

      Please find attached the Membership benefits for 2020 OGIUG Discounts 2020.pdf
    • Mar Rainsby
      Error message whlist printint using ODC

      By Mar Rainsby · Posted

      Thank you Mark for the info I have logged it with OGI and they are looking at it.   
    • Mark Sollis
      Error message whlist printint using ODC

      By Mark Sollis · Posted

      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!   
    • Mar Rainsby
      Error message whlist printint using ODC

      By Mar Rainsby · Posted

      Hi we are setting up ODC printing - the file reaches the server queue in OPM and file is shown there however the export part is not working . The document in OPM displays a X and the following  into a ( "is an invalid expanded name ,  has anyone come across anything like this before and know what the issue might be. Thanks 
    • Mark Sollis
      Free Help!

      By Mark Sollis · Posted

      Public Service Announcement   As an independent Consultant, I have over the last few weeks had calls from a number of brokers asking how they can operate best during the lock-down & how they can service customers more easily   We all need to get through this together & one of the things I wanted to do in some way, was to help people across my networks - no strings attached   So I'm launching an offer of a FREE phone call with REMOTE HELP covering any aspect of your OpenGI system and / or broker business functions. This also includes business related products such as Microsoft applications, as well as helping you look at long term income generating options with better marketing and use of social media   There's never been a better time to set the foundations of your future business - right here right now   This is a limited availability offer and a number of daily call slots are allocated FCFS basis over the next few weeks. If I can't help directly then I'll be happy to advise best routes to get your pain sorted. If you could use some system help, process advice - or just need a quick answer to an urgent issue, then get in touch. If you are a valued User Group Member we have agreed to offer twice the allocated time to assist.   No strings. No Fees. No catch.   Leave your details at the link here and I'll be in touch by return   #karma #network #freehelp #OFP #resultsdontlie
    • Mark Sollis
      Infocentre Access History - 140 million rows!

      By Mark Sollis · Posted

      Great news - glad to hear some sense has been applied 🙂    I'll drop you a PM here as well - #thoughts 

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