Jump to content
  • 0

Letter Suites - FCA Compliance


jon2170

Question

Can I ask how members manage their standard letters - demands and need statements etc.

 

OGI standard letter suite is terrible, we actually paid a third party consultancy for a suite of compliant letters which included frame calculations etc some years ago but these are now becoming outdated and the company concerned (Infractus) are no longer doing them. I've managed to update some but there's only so far my OGI skills go with the limited time I have to work on them.

We are members of Broker Network who provide word templates but you then have to go into each word letter and delete sentences and paragraphs to personal them. Seems very labour intensive nowadays.

 

Thanks

Jon Griggs

Howard Insurance

Link to post

2 answers to this question

Recommended Posts

  • 0

Hi Jon

 

Are you using Open Word?  That would certainly be the easiest way to do it.

 

If you have templates from Broker Network, could you not put keyword commands in to help you automate the process?

 

The User Group's Member Day this year has some advice sessions on using Open Word if that might help.

 

Marc

Link to post
  • 0

Hi Marc,

 

We aren't using Open Word at present but I've realised it is the way forward and have started to look at converting the letters to word, the thought of how long it will take has put me of somewhat. I just can't believe there's no one out there that doesn't provide a service of this sort to OGI users!

 

I've received the email regarding the Members Day, will give it some serious thought about attending.

 

Thanks

Jon

Link to post
  • Posts

    • There will be issues whichever way - so you need to pick the right way for you at get it right first time.   In short - and from experience  on both sides - I'd say transfer now to your server, as separate branches. This may involve some logistics for connectivity (I don't know your set-up) but on the face of it - is better than running multiple servers and multiple business processes. You'll thank yourself in the long run   Moving / migrating / transferring / consolidating to one branch - on the same server - is far, far easier to manage once the data is on one platform. Trust me on this.
    • We were thinking to merge on our system but can well foresee a few issues 🙂  
    • not to any great extent so this shouldn't be a problem but thanks again  
    • Sorry Sandra - Are you planning to merge the branches on THEIR system - or merge and migrate to your server?   The first is as everyone has said above - the latter is potentially a whole new world of complexity - x 10!
    • Just thought, do you/they use Open Attach?
×
×
  • Create New...