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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

      48
      posts

    2. Introduce Yourself!

      Whether you are new to the Open GI User Group Forum or an "old" hand, why not introduce yourself here

       

      Let us know what you get up to in the day job and how we and the other Members can help you - or what you  know that can help other Open GI users out there.

       

      #sharingiscaring

      6
      posts

    3. Open GI User Group - Application Form

      1
      post

    4. User Group Membership - Current Discounts Available

      1
      post

  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

    2. Hints & Tips

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

      64
      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!

      1.1k
      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!

      271
      posts

    6. Technology and Third Party Applications

      Area for general Technology discussions and Third Party Applications

      79
      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!

      95
      posts

    8. Core Upgrades

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

      19
      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

      30
      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

      48
      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

      9
      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!

      243
      posts

    6. In The News

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

      51
      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!

      39
      posts

    11. Open GI User Group - Newsletter Archive

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

      2
      posts

  • IMPORTANT MESSAGE!

    COME AND JOIN THE OGI USER GROUP

     

    Whether you are a current Open GI User, just thinking of purchasing their software or, looking for an alternative software house for you business, get the facts from the people that know and can actually help 

     

    "Totally independent of Open GI

    and we don't pull any punches"

     

    Already with us? Make sure to sign back in to get access to all subscribed areas

     

  • Who's Online (See full list)

    • There are no registered users currently online

  • Latest Posts

    • traceyfiltness
      Requote option in APM - what triggers a new quote to be created?

      By traceyfiltness · Posted

      Hi,    I have set option 34 in Prospect Control to always create a new quote when "Requote" is selected. I have some cases that do not create a new quote and just overwrite the current quote.    Does anyone know what needs to be in place for the system to recognised the existing quote and create a new quote? I believe the NEGX needs to be present, but are there any particular fields that need to be populated?    We do not use writer quote engines, we have a bespoke quote process in place but we do use the NEGX on all quotes. 
    • Peter Povall
      User Activity Tracking

      By Peter Povall · Posted

      Thank you for the replies which have proven very useful. I hadn't used the client/policy audit function previously but will be doing so much more in future.
    • Mark Sollis
      User Activity Tracking

      By Mark Sollis · Posted

      Hi Peter   The Client Access History is available per record - or printable / exportable via a system report   See link to guide here Client Policy Audits   This does require the function to be switched on! - See link here Switch On   And as Karl has eluded to above (nice one @karl ) the data should be available in ICP if you have it   As long as you have had it switched on then it should give you what you need - although not very granular in detail and could be a little more informative - to better match log functions available on "other" systems    
    • karl
      User Activity Tracking

      By karl · Posted

      Hi Peter - do you have InfoCentre?
    • Peter Povall
      User Activity Tracking

      By Peter Povall · Posted

      Hi. Is there any way I can trace what a particular user did on a particular day, or period?   I'm aware of the History Log and the Operator Trail but these are either policy specific or only last for the current session.   I'd like to be able to trace which clients/policies/claims/etc a particular user has accessed.   Any assistance would be appreciated.

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