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By Clare Carter · Posted
Just wondering if any of the current members have previously been using Virtual Cabinet, and which originally was Invu provided by Linden House. It is only relatively recently that Open GI have come up with Open Attach but there is an issue in transferring data. If anyone is still using Virtual Cabinet which evolved from Invu and Linden House, could they let me know whether they had any issues with Open GI and printing. Thanks -
By Mark Sollis · Posted
Hi Andrew I do have a copy - but you can get them / best to get latest copy from the support site - presumably you have a registered account?? Just go to the link here RMAR Reports and Spreadsheet Any problems come back and let me know! -
By Andrew Briggs · Posted
Hi I am new to OGi and not sure how the system deals with the FCA required Client Money Calculation. A previous post mentioned a OGI PDF document detailing the reports to get the numbers and apparently there is a spreadsheet to input all the numbers as well. Is anyone able to forward the PDF and spreadsheet or provide assistance please. Thanks -
By Mark Sollis · Posted
Hi Carol - good to see you here - there's plenty of people that can help! This is the only official Open GI User Group Forum although there is a User Group Web Site too at this link This Forum is fairly active with lots of contributions to questions raised - but of course not everyone uses this everyday - but as an active Forum, you will probably get answers fairly quickly! Post away in the relevant section and I'm sure you will get the help you need. @Ian_Danby is still active, has access to this Forum and maybe you can contact him for assistance with your queries - he's really good!! When you need it - here's a link to other resources that others have found really useful Open GI Resource and Info Keep in touch - we're all here to help Regards - Mark -
By CAROL DAVIES · Posted
I have been using Misys & Open GI since 1986 and have been a member of the Open User Group for many years. Is this the current Open GI User Group forum? Does everyone use it? It would be great to throw some questions out there eg: why are we rebroking all broker direct and midas personal lines renewals every year? How do we update our Level one Client master frame to include the VIP code for vulnerable persons? How do we streamline our renewal letters and new business letters? I remember Ian Danby coming out to put on the Demands & Needs letter which we are still using today! Open GI are brilliant but they always refer you to the user manual which is very confusing! If there is anyone out there who would like to respond that would be great!
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Question
Philr
Come on lets have some input into this one, it may even become a rant !!
APM was supposed to be "Advanced Prospect Management", and as the name suggests, "Prospects", i.s so you could build up a database of prospects, and quotes you had done and not converted.
And while it still does retain non converted quotes, it has become in my opinion a "Business Processing Tool", escpecially as tehe regulation module was nailed onto the back of it !!
I just think that with so many mismatched records, duplicates, and basic "crap" in APM , then you cannot actively use APM as a prospect marketing tool.
Or am I just moaning again !!
LOL
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