Jump to content
Why are we here ..... ×

Philr

Committee
  • Posts

    58
  • Joined

  • Last visited

  • Days Won

    6

Posts posted by Philr

  1. Hi Pete,

     

    We use Truckwriter, and it has never prompted us, they just run out !. having said that while we don't do bucket loads of CV business on EDI, majority of our providers have set the number range at 999999. Is it by any chance Aviva that needs them doing ?, as last week we had to "TRY" and update and issue some new Aviva policy numbers (first time for years) and we still are trying to sort it !, the Truckwriter POS software was confused, all messed up, Aviva didnt know how top reset using RMA commands.

     

    And agree with Mark, it is not connected with Open Suite, it must just be a coincidence.

     

    Happy days.

     

    • Like 1
  2. I am glad there is not just me sat rocking in a corner spitting venom !.

     

    I don't believe you can !: grrrrr

     

    It is going to cause us no end of extra work, plus you cannot automate the printing of it, for example if you produce a quote letter, you have to reply on the operator to "remember" to print it or e mail it.

     

    AAAAAAAAAAAAAAAAAAAAAAAAAGGGGGGGGGGGGGGGGGGGGGHHHHHHHHHHHHHHHHHHHHHHHHHHH

  3. How many of you personal lines brokers, big or small, find that the level three excess recording details are not very good.

     

    The level three CF frame for example that is used in private car, has 2 fields, Vol xs and Comp xs, these have been the same 2 fields that have existed since 1990 when I started using the system. It was fine back in 1990, when all excesses were AD, as there were no Fire and Theft excesses, no malicious damage excesses, no windscreen excesses !.

     

    But times change, and the Level 3 has not been developed accordingly.

     

    There is of course the QXS frame that comes out of the quote engine and writes back to brooms when you process a policy, but this is not keyworded, and does not change if the policy changes during the year, and it does not exist in APM at all, so that is a complete waste of time.

     

    If any of you brokers have EDI EXCESS OVER RIDE, then did you know that when you over ride the excess in EDI , then this excess is not written back to the brooms level 3, it actually records what was originally in the quote engine.

     

    All in all in my opinion it is a complete out of date mess.

     

    This has been raised at a meeting with OGI, and we URGENTLY NEED YOUR FEEDBACK.

     

    Please complete the questions.

     

    Thanks

     

     

     

  4. Come on lets have some input into this one, it may even become a rant !!

     

    APM was supposed to be "Advanced Prospect Management", and as the name suggests, "Prospects", i.s so you could build up a database of prospects, and quotes you had done and not converted.

     

    And while it still does retain non converted quotes, it has become in my opinion a "Business Processing Tool", escpecially as tehe regulation module was nailed onto the back of it !!

     

    I just think that with so many mismatched records, duplicates, and basic "crap" in APM , then you cannot actively use APM as a prospect marketing tool.

     

    Or am I just moaning again !!

     

    LOL

     

     

     

     

  5. This is a pain in the backside. !!

     

    If Towergate want to charge fees, thats fine, and I have no issue with that.

     

    What I do have an issue with is how the Policy Documentation that comes off Open Trader does not show the fee.

     

    As such it looks as though we have overcharged clients.

     

    I have had 4 complaints about this in last 3 months, it only applies to Towergate Travel Policies, and certain Liability Policies. In 2 of the cases, I have ended up refunding the clients with the Towergate Fee, just so it didnt escalate into an FSA complaint. In both of these cases, we actually lost money by writing the policies !!.

     

    Its a joke, are Towergate above transparency and TCF ?.

     

    This has been raised with both OGI and Towergate, and the answer was basically " we know ", !!!

     

    If it shows on the quotation and the quotation summary, then I cant see why it is not shown on the policy schedule.

     

    Might do a poll on this one !!

     

     

     

     

     

    • Like 1
  6. I find it is a waste of time !.

     

    Aviva personal best quotes sometimes up to 50% cheaper than teh OGI quote engine, and that is on like for like cover.

     

    I got a marketing e mail from Aviva yesterday, promoting Personal Best, stating

     

    "Also, don’t forget most of you can now also access our new sophisticated pricing rates through your software house which has the added benefit of being integrated to your back office and offers payment on account."

     

    So Aviva seem to think we can access the rates on our quote engine !, which is what we want ! SO WHY DOESNT IT WORK !!!!

     

    AAAAAAAAAGGGGGGGGGGHHHHHHH

     

    Rant over !!

     

     

×
×
  • Create New...