on M3 we had what was called action list ie a sequence of letters used to chase outstanding money or renewal reminders going out 21, 14 ,7 days prior to renew reminding the customer to renew and one on renewal date saying policy lapsed due to none payment.
in M3 you set the date of the first letter the rest came out automatically when we ran the action list each day then you check to make sure payment had not come in that morning before posting the letter.
I have asked OGI help desk and they are not aware if the OGI system can do such a thing, i'm not convinced by the reply.
we have talked to some OGI brokers who are telling us they are using manual diaries for renewals etc which seems to many steps backwards rather than forward
we are also having trouble understanding how the diary works as this also seems to be a long winded process compared to the old M3 diary system
Chaser Letters Sequence
in General Queries and Feedback
Posted
HI
we have just moved from SSP M3 to OGI
on M3 we had what was called action list ie a sequence of letters used to chase outstanding money or renewal reminders going out 21, 14 ,7 days prior to renew reminding the customer to renew and one on renewal date saying policy lapsed due to none payment.
in M3 you set the date of the first letter the rest came out automatically when we ran the action list each day then you check to make sure payment had not come in that morning before posting the letter.
I have asked OGI help desk and they are not aware if the OGI system can do such a thing, i'm not convinced by the reply.
we have talked to some OGI brokers who are telling us they are using manual diaries for renewals etc which seems to many steps backwards rather than forward
we are also having trouble understanding how the diary works as this also seems to be a long winded process compared to the old M3 diary system
can anyone help us out please
Regards
Paul
01206382912