RyanH
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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
Account Handlers
in General Queries and Feedback
Posted
Thanks Steve. We'll give it a go.
Best wishes, Ryan