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Hello - my name is Carol Davies of Eryl Jones Insurance Consultants Ltd



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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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

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    • Hi Claire,   We took on INVU back in 2008 and still use it today in its Virtual Cabinet guise. No issues with printing from VC whether that be to network printers or pdf and there are also options to send from VC to email which can be useful.    Overall, we remain very happy with VC so have seen no real advantage to move over to OpenAttach.   One little issue is we never managed to get the automatic indexing / filing of standard OGI/OpenWord letters and emails into VC. We just click a few buttons to file them manually.   Happy to chat through further if you wish - I will be at the Members day this coming Thursday    Darren
    • Hi @Clare Carter   I probably cant advise on day to day use / issues, but may be able to help although not sure of your question   Are you still on Virtual Cabinet (VC) and how are you trying to print on OGI - and what / where from   Also - I'm pretty sure there are minimal issues with transferring to OpenAttach - what are the concerns there?  
    • 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
    • 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!
    • 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
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