Account Handlers

[RyanH]

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

[SteveWyatt]

you could try a database enquiry to generate a report

 

if you have a handler for the client then the exec on the level 1 (bcm) would be e.g. JS (john smith) and the level 2 (bpy) exec would be any other handlers for personal and commercial

 

bcm.exec  eq  JS

bpy.rdat   from  xx/xx/xxxx

bpy.rdat   to   xx/xx/xxxx

 

then you can generate a list for that handlers clients for the set date range.

 

Not quite as simple as a report but it might give you the results you want

 

Hope this helps.

 

Steve Wyatt

[RyanH]

Thanks Steve. We'll give it a go.

 

Best wishes, Ryan