Sara Noble
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Posts posted by Sara Noble
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Hi All,
If you know anyone who would be interested in joining Open GI's Product Team working with Kristina Wilkins please refer them to this link.
Thanks
Sara
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Many thanks. Did I mention.... its my birthday.... for real !
Awww, happy birthday Dave B!
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Me again!
Brokerlink 47 should be rolled out at the end of the month. If that changes drastically I'll let you all know.
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Well done DaveB!
Thanks for taking the time to contribute to the forum. Hope the consultancy day is useful.
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Hi All,
An update on the above issue.
The fix outlined above will be rolled out as part of Brokerlink 47 which is the next release due.
This is a great example of the Open GI User Group adding value to all users of the system. Thanks to our strong relationship with Open GI, once the matter was raised at the appropriate level a solution was proposed and developed within 48 hours.
I hope you all agree, that's pretty impressive!! Particular thanks to Kristina Wilkins for making this happen within Open GI.
Result!
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The Open GI User Group has recently become aware of an issue affecting all Motorwriter Users who have switched on the option to update the level 1 at MTA in Brokerlink Control.
If you update the address in Motorwriter and leave the phone number field blank, the phone number saved on the level 1 is deleted.
It appears this has always been the case.
As soon as we brought the matter to Open GI's attention they began working on a fix. This fix will mean that the only fields updated by Motorwriter when you change a client's address will be the address and postcode.
As soon as we know when the fix will be rolled out, we will post the information here.
In the meantime, please be very careful when you are updating an address in Motorwriter or, switch off the option to update your level one when updating addresses in Motorwriter.
Further updates will follow shortly.
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Dear Aggy,
Why is it that most of the time my profile pic is the one of me holding a refreshing V & T on my holibags but at other times it's that rubbish avatar thing I did?!
Yours confused
McChairperson xx
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Yes jdh, you are right. I contacted Max Carruthers a few months ago and highlighted the problem. I received confirmation in mid-may that that it will be addressed. Jon Mitchell from PowerPlace was at our last meeting and he was hopeful it would be complete by October although this is not set in stone and it could be later.........It is worth noting that this was nothing to do with PowerPlace - it was a Towergate issue.
Anyway, this is a huge result and one the User Group will be taking the credit for!
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I thought it would be nice to post a positive experience of Open GI. I think we are all a bit guilty of jumping up and down when things go wrong and forgetting to praise when things go well.
I had 2 engineers onsite last week to upgrade the Linux Operating System on my server. I have put this off for a long time as I was sure there would be a lot of disruption. There is a long story here as Open GI had initially wanted to replace my server with a like for like one but I was uncomfortable with this. I like my server - it has been reliable, I know it's not been pushed too hard and there's plenty life in it. Open GI didn't argue with my emotional attachment even though they would have been within their rights to call the funny farm! They agreed to let me have a loan server whilst they did the work to our server onsite. A week before the job a loan server arrived onsite by courier.
I was expecting 3 days of our system being up and down like a yo-yo. I was wrong. Our regular engineer agreed to come into the office early on the first day of the job which meant we had less downtime during our operating hours and we were only down once that day. He left around lunchtime but not before he had hung around for an hour or 2 to make sure the loan server was up and running without any issues. The 2nd day an extra engineer was onsite just in case there were any issues and the 2 of them worked away at installing the new operating system. When they were waiting on the software loading they updated each of my machines with the latest Open Suite (I had been putting this off for weeks) and offered to help with any issues we may have been having with the system. The loan server was switched to our own server when we were closed for lunch and this meant we only had around 30 minutes of downtime during office hours the second day.
The engineers left around 3pm and there was no need for the third scheduled day.
Most of you on this forum will be used to various engineers coming in site and disrupting your colleagues and creating havoc (or maybe that's just the companies I use!) that's not to mention the jobsworths.
This is not an untypical experience of Open GI being onsite for me, I find the engineers to be helpful and they regularly go above and beyond what I expect. They are a credit to Open GI. The fact I don't see them often is testament to how reliable and robust the system is.
Am I lucky or do you all have similar experiences with the Open GI engineers?<BR style="mso-special-character: line-break"><BR style="mso-special-character: line-break">Sara
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Fame at last!
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Excerpt from an email to Jon Mitchell re the fees issue:
Re the Towergate Fees issue - This is something that has been a hot topic in the past. It’s not just about whether or not Towergate are being compliant. There is a lack of consistency as the issue only seems to occur with travel and certain liability products so why does the fee show on the other Towergate PowerPlace products? Generally, the products that have the issue are ones that carry low premiums and when the clients complain Brokers are actually making a loss when they refund the fee. Surely this defeats the point of Open Trader and PowerPlace which is meant to be a tool to increase efficiency and therefore drive up profit. There is the compliance/transparency issue too and whilst this is open to interpretation the intention of those rules is to make sure there are no hidden charges and the insurer documentation is clear and not misleading. Would it be best for me to take this up with Towergate rather than PowerPlace?
I'll let you know what he says.
S
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Update from Jon Mitchell:
He advises this is a common gripe but Towergate are insistent this is correct under the current FSA regulations.
I'm going to respond to this but before I do can you let me know if this happens on all Towergate products or just certain ones?
The FSA thing isn't the main point for me. Surely they should be doing all they can to support Brokers and making selling their products as easy as possible.
I got some interesting chat on changing documentation on PowerPlace when I was in London the other week but it's not for the public forum.
Sara
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I have my view on "Outline" and can still see the "Watch Topic" button. Are you already "watching" those Topic areas ?
I am watching them now but I wasn't at the time. The "stop watching topic/forum" button disappeared/moved too. I changed my view back to standard and then clicked watch on them all.
It's not a big issue though, I'll be being thick!
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Did You Know? - You can change the way each post is displayed when you are viewing a Topic
Go to Profile Settings and then to the Forums Tab and change the "Topic Display Mode" option
Have a play and see which option you prefer!
(The "Outline" display is ace - IMHO)
I changed my view to outline and I liked it but the "watch topic" button seemed to disappear. I'm sure it didn't vanish but I can't find it!!
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This is not good at all. This was raised as part of the Trder feedback survey. I'll ask Jon Mitchell for his comments and post them here.
S
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It's me again!!
The old word document worked a treat!
Thinking I've cracked it I just tried to upload an excel spreadsheet (2003) and and email but it won't let me do either.
Sorry to be a pain
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A Ha!!
It's a docx as it's an Open GI document. I'll copy it into old fashioned word and try again.
PS - love the signature!
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I have tried to upload a word document this morning but I don't have permission and I should contact my administrator. Consider yourself contacted.......
I went to the downloads section and clicked on add new document or whatever the button is called. Am I doing something stoopid?
Sara
Core 14 Release
in Announcements
Posted
Yes Aggy, I believe you are right! It came from some bespoke work they did for a Broker. It will be mighty handy for those of us who are not so system and process driven to knock their frames into shape and start trying to become more efficient. I say trying..............