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CAROL DAVIES

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Everything posted by CAROL DAVIES

  1. I have been using Misys & Open GI since 1986 and have been a member of the Open User Group for many years. Is this the current Open GI User Group forum? Does everyone use it? It would be great to throw some questions out there eg: why are we rebroking all broker direct and midas personal lines renewals every year? How do we update our Level one Client master frame to include the VIP code for vulnerable persons? How do we streamline our renewal letters and new business letters? I remember Ian Danby coming out to put on the Demands & Needs letter which we are still using today! Open GI are brilliant but they always refer you to the user manual which is very confusing! If there is anyone out there who would like to respond that would be great!
  2. What a difference an "F" makes. The report is coming out now - thank you so much for your help. Well worth being a member of Open GI User Group!!! Carol
  3. Thank you for the video on how to create the GDPR frame. We have now done this. We will be adding it to our clients level one, F11 to create a Client Profile but I cant seem to do a database enquiry on it. If I phone Open GI it will take days for them to get back to me. Does anyone have any ideas please?? Thank you Carol Davies
  4. Yes we do need to see a more comprehensive recording of excesses for Motor & Household. We also need some free format to enter things like AXA applying an extra excess for persons over a certain age on their car policies. Carol Davies
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