Feedback from our workshops with Irish brokers and the Open GI User Group, is directly behind the latest evolution of the Open GI Core System, Core 15. Fundamental enhancements have been made to our broking system, designed to augment and reaffirm what is already the most powerful Back-Office technology currently available in the marketplace.
Designed to improve the speed and accuracy of broking business processes, the Open GI Core System is the ideal solution for any broker looking to get ahead in both Commercial and Personal Lines trading. With its simplicity and effectiveness, the entire broking process offers total control and automation from managing quotations and converting prospects to live clients through to reconciliation of accounts with insurers.
Our latest innovations to the Open GI Core System, with its combination of speed, efficiency and reliability, ensure the broking experience is improved across a number of business lines. In addition, the system offers a full range of comprehensive accounting and reporting facilities to make managing your business even easier, allowing you to focus on your valued customers.
Latest enhancements
Over 40 improvements have been made to the Open GI Core system, which include:
Core
- Sanctions Checking for Commercial clients – Allows you to define a default Prospect Master and Client Master for commercial clients to trigger contact capture for multiple sanctions checks
- Automatic Generation of Premium Calculation – Configuration options are available to support the automatic generation of the Premium Calculation when saving Writer Product quotations in Prospect, Core and at Renewal. The detail can be output to Open Print Manager, Open Document Centre, Open Attach or to a printer
- Republic of Ireland Postcodes – A new field is available to support Eircode capture on Prospect and Client Masters, and within quote engines
- Ability to use Freeform Search when Checking for Duplicate Prospects – To support the systematic checking for duplicate prospect records, the Freeform Search has been included thus removing the mandatory fields – Postcode and Date of Birth
- Linked Client and Prospect Records – Offers the ability to place clients in a group in order to support simple navigation between linked clients
- Transaction Menu Email Facility – New option on the transaction menu to request an email. This enables BLT keywords to then be resolved within the email template
Open Products
- Open Attach File Allocation – Based on Operator authorisations, it is now possible to re-allocate a file from one client to another
- PDF Template Exclusion – The option to exclude PDF templates for external documents when added to the print queue is now available
- PDF Template Keywords – Open Word documents now have access to a new keyword to allow you to selectively decide if stationery is to be applied when emailing
- Open Attach Archive – Provides the ability to restore single, selected files from the archive as well as whole records
- Open Attach Sub-Folders – Subfolders can now be created within Open Attach
- Open Word Variables – Functionality to create variable fields within Open Word
For more information please visit: Open GI Core Back-Office
For more information about Open GI:
Helen Andrews
Group Head of Marketing & PR
Open GI is one of the leading technology partners to the General Insurance industry. Open GI provides a range of configurable insurance software to insurance brokers, underwriting agencies, insurers and MGAs in the UK and Ireland.
Its digital insurance solutions, which includes Mobius and Core, provide multi-line, multi-channel, multi-brand trading capability complemented by innovative eCommerce and mobile technologies.
Open GI is part of the Open International Group and has 550 staff across offices in Worcester, Dublin, London, Winchester, Milton Keynes, Skopje and Krakow.