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Invitation to Open GI User Group Members' Day & AGM 2016


BarbaraP

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FREE TRAINING!

 

Your Invitation to the Open GI User Group Members’ Day & AGM

 

Members are invited to attend the Open GI User Group Members’ Day & AGM to be held at The Abbey Hotel, Golf & Spa, Hither Green Lane, Dagnell End Road, Redditch, B98 9BE, on Thursday, 13th October, 2016, with registration and coffee commencing at 9.30am and an estimated finishing time of 3.30pm.

 

At this event you will receive all of the following for FREE:-

 

·         Morning and afternoon Training Workshops covering the following: Open Word, Management Information plus Enhancing your Sales

          Experience – see Reservation Form below

·         Presentation from Polaris UK Ltd and Open GI Ltd

·         Annual General Meeting

·         CPD Points

·         A 2 course informal networking lunch

 

In addition to the above, all attendees will receive: -

 

·         40% discount off Open GI software purchased within 60 days of the conference date

·         FREE Powerplace Complex software – Broker will only pay for services

 

By attending the Members’ Day and AGM you get the choice to participate in two out of the three training sessions.  To register your place simply complete the Reservation Form below with your nominated attendees and their chosen session choices.  For speed, please fax or email to Barbara Peña on 01902 426565 or members@openusergroup.org to enable us to confirm your attendance at this event has been secured.

 

As always, places are limited, so don’t miss the opportunity to learn a little more about how to get the best from your Open GI software and related applications, and RESERVE YOUR PLACE NOW.  Anybody from your business can attend; however, we do recommend that they have a good working knowledge of the Open GI system.

 

Your vote is important to us.  If you are unable to attend, please do take the time to return the Proxy Form. The Constitution requires that a quorum of 10% of the membership is obtained in person or by proxy.  Your vote is therefore, important to enable the User Group to continue to operate in its present form.

 

All Proxy Forms returned by will be entered into a prize draw to win an Open GI Consultancy Day worth £750 for your business.

 

We hope you are able to take advantage of this fantastic opportunity for free training and we look forward to seeing you at the event.

 

Should you require any further information about the event please contact Barbara Pena on 01902 426363.

 

Yours sincerely,

 

 

Marc Pons-Burt

National Chairman

2016.10.13 - Reservation Form - AGM & Training.pdf

2016.10.13 - AGM & Members Day Agenda v5 (pdf).pdf

2016.10.13 - Proxy Form V3.pdf

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  • 2 weeks later...

Hi Steve - sorry we missed you at the pre-event drinks ...

 

Seems we were toooo busy prepping and not taking notice of Forum posts. Note to self for next time ...

 

Hope you had a good day and some worthwhile sessions and thanks for your support and contributions!

 

Admin

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  • Posts

    • So #BIBA for Real is back! Anyone else going?    Handy Tip - "Speak to more people you don't know, than those you do know"   You can thank me later - with flowers 🌻 💖
    • "Warning re Sanctions Checks on #OpenGI"   This post is now available in the Public area of the Forum for review and comment 
    • Great to meet back up with the Open GI User Group Committee after soooooo many sessions on remote links   Breaking bread face to face is much more pleasant than a cup-of-soup in between video chats    Exciting times ahead for members and lot's of new stuff coming from Open GI
    • So - what is the point of this ..   Don't tell me even if you say "Yes" - it's actually being ignored?   Why would anyone restrict Sanctions Checks to specific Client / types - let alone specific Capture Page Layouts - SURELY a Yes/No per Client / Contact - and the existing global parameters - covers all the bases. Oh and where in the manual did it not explain this?   Either way - the Yes/No below is at best misleading for operators and at worst - a breach for the business!! Who's picking up that cost ...  
    • So, we find ourselves in modern day unprecedented time.  Governments around the world are applying strict sanctions against Russian companies and individuals and it's being made very clear that action will be taken if those sactions are ignored.   For most of us, this will not be an issue but what if you do have a sanctioned individual or company?  Are you checking?  Are you relying on Open GI Sanctions checking?   First of all, have you got Broker and Prospect Amendment completed under sanctions checking to review Commercial Risks?  Using the Level 1 Contacts on a Commercial master frame will also Sanction check whoever or whatever you put in for review.     However, what about your personal lines clients?  The client level is checked sure, but what about the contacts you've added??  Well, if you're not aware, be aware.  They don't get checked.  So, if you've corrected added a contact for a joint policyholder on a Home policy for example, just hope you've either got them insured in their own right somewhere or that they are not called Abramovich!     The point of Sanctions checking is that you have a record of the checks, in the event of something being highlighted.  Open GI have gone to the trouble of making this work for the Commercial risks but not Personal Lines.   However, your User Group Committee have raised this issue and will continue to apply pressure until something is done.
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