Apologies, we are behind the times but hoping that those that have been using Add-on marketplace for a number of years may be able to help.
I am currently looking to introduce Add-on Marketplace into our Personal Lines team.
From my understanding add-ons created via add-on marketplace will be created on level 2 as a New Business every year and automatically marked as non-renewable, whether they are actually new business or a renewal.
This means that when a client has been with us a number of years we will have umpteen level 2's for add-ons such as Legal Expenses & Breakdown, which my MD isn't happy about. Not only that but it will distort our figures as the transaction is listed as a new business rather than a renewal (where appropriate).
Is my understanding correct and we just have to live with this or is there a way round it please?
Hi Dave - welcome to the Forum!!
Good to see you are re-using your long held OGI skills again - and I'm sure if you have any questions, there will be lots of answers to be found here. Any questions - fire away!
M
Hi
Started on Misys around 1990 in the SW London area and now with Kounis. Am back on Open GI after a 8 year gap !!
Its changed a bit with the open word etc so getting to grips with it and seem to have been handed the OpenGI management duties !!
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Clare Carter
Apologies, we are behind the times but hoping that those that have been using Add-on marketplace for a number of years may be able to help.
I am currently looking to introduce Add-on Marketplace into our Personal Lines team.
From my understanding add-ons created via add-on marketplace will be created on level 2 as a New Business every year and automatically marked as non-renewable, whether they are actually new business or a renewal.
This means that when a client has been with us a number of years we will have umpteen level 2's for add-ons such as Legal Expenses & Breakdown, which my MD isn't happy about. Not only that but it will distort our figures as the transaction is listed as a new business rather than a renewal (where appropriate).
Is my understanding correct and we just have to live with this or is there a way round it please?
Thanks
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