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RyanH

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    Clear Insurance Management

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  1. Thanks Steve. We'll give it a go. Best wishes, Ryan
  2. Good Morning First post on the forum. I moved to a broker in the summer that is on OGi. My last use of anything resembling it was with Misys at the broker I left in 1998. Some time then! All systems that I have used since then have had the capability to note the exec at client level and then both the exec and the handler at policy level. Therefore, for example, if a client has six policies due for renewal on the same day, 5 commercial and one personal lines, the renewal lists generated for the exec would show the commercial handler against the 5 and the personal lines handler against the 1. Equally, renewal lists could be generated by handler as well as exec. The system we have in operation doesn't have this and I am told internally that it is not possible. Whilst not doubting what has been advised to the individuals concerned, I remain surprised that this is not an option when most (or at least a good number of) other systems provide this. Does anybody have any experience of what it is I am looking for or indeed advice as to how this might be added to our existing platform? Any thoughts would be appreciated. Many thanks
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