Open-i Quotations - Truck Guide (8.00S)

Open-i Quotations - Truck Guide (8.00S)
14/03/2016
Open-i Quotations - Truck Guide (8.00 )
Click on the chapter titles below to view them:
1: Getting Started
2: Preparing Open-i Truck For Use
3: Using Vehicle Lookup, Active Quote, Quote Enrichment, Custom Quote
4: Obtaining A Quotation
5: Completing A Proposal
6: Mid Term Adjustments
7: The Renewals System
8: Other Reports
9: Frames and Keywords
10: Ireland (ROI) Appendix
Open GI
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Open-i Truck
1: Getting Started
Getting Started
Open-i Truck is a versatile Insurance Information and Quotation package with the following features:

Obtaining Quotations - When provided with all the relevant factors, (details of driver(s), vehicle,
cover, etc.) Open-i Truck allows you to quickly and accurately calculate the premiums currently
offered from a selection of companies and schemes.

Security Devices - Many insurers offer discounts for certain vehicle security devices. Some
even insist that suitable security is included before offering a policy.

Integration With Other Open GI Products - Open-i Truck can be integrated with the Open GI
BROOMS system (Broker Office Management System). This allows you direct access to the
BROOMS frames created using Open-i Truck for automatic renewal and re-quotation.
It also integrates with APM and the Open-i Truck Quotation product.

User Help - If you are not sure what action you should take at any stage, or what the various
options are, on-screen help is always available.

POS Capability - There is a POS version of Open-i Truck available, which allows you to
complete proposals and generate all the necessary documentation, including covernotes.

EDI Capability - There is a EDI version of Open-i Truck available, which allows you to create
TruckWriter documents - Proposal Forms, Covernotes, Certificates and Schedules - and to
transmit the information contained in these documents electronically to the Insurer’s office.
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About This Guide
This guide aims to help you to use Open-i Truck quickly and effectively. Each chapter describes a
single task or group of related tasks, which you need to order to achieve an objective, such as
producing a quote or a proposal.
This guide consists of the following chapters:

Getting Started. This chapter introduces you to Open-i Truck and its main functions. It is
recommended that you read this chapter if you are a new user.

Preparing Open-i Truck For Use. This chapter contains the following sections:

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
Reading The Monthly Newsletter

Maintaining The Broker Control Details

Maintaining Broker Reference Codes

Maintaining Insurer Select Lists

Maintaining Broker Discounts

Maintaining Area Downratings

Maintaining Star Rating/Benefit Details
Obtaining A Quotation. This chapter contains the following sections:
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

Entering Quotation Details

Displaying Comparative Quotations

Quotation Screen Options

Viewing Policy Summary

Saving A Quotation To BROOMS

Obtaining A Re-Quote
Completing A Proposal. This chapter describes the proposal generation procedure and the EDI
transmission of proposals to insurers. The chapter has the following sections:

Proposal Completion Screen

Committing The Proposal

Printing The Proposal Documentation

EDI Transmission

EDI Re-Transmissions

EDI Reports

Mid Term Adjustments. This facility is only available on certain EDI schemes. It is used to make
adjustments to policies that are already in force.

The Renewals System. Brokers with EDI capability can receive invitations to renew policies
directly from Insurers via the EDI link. This chapter describes how to handle and administer
Renewal invitations.

Other Reports - details the Renewal Invitation, Impending Renewals, Claim Notification, Claim
Progress and Pending reports.

Frames And Keywords. Lists the frames and keywords for Open-i Truck.

Southern Ireland (ROI) Appendix details the Irish (ROI) version of the Open-i Truck software.
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Before You Start
This section introduces you to the following features of Open-i Truck, which are common to all
operations:

Entering Information

Main Key Functions

Understanding TruckWriter Screens

Understanding TruckWriter menus

Using The Display/Select Windows

User Help
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Entering Information
The RETURN key tells the system to accept whatever information you have just typed at the
keyboard. Until you press RETURN you can change the characters you have typed by deleting them
individually using the BACKSPACE key; you can the re-type the characters as required.
Main Key Functions
TruckWriter provides you with key functions, which allow you to navigate through the quotation
process and access other menus. The following table summarises the main key functions available.
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Keys
Description of Function
ESC F1
Accesses the Escape Options menu.
Quote All button (ESC A)
Generates a list of quotations for all insurers once
you have completed details for a quotation.
Maintenance button (ESC B)
Accesses the Broker Maintenance menu.
New Risk button (ESC C)
Clears the quotation details if the client does not
require the quotation or proposal.
ESC D
Allows you to set default quote characteristics.
ESC E
This function allows you to access and amend any
existing quotation details for an existing customer.
You can then perform a Mid-Term calculation to
allow for the changes.
Jump to Driver button (ESC J)
Allows you to jump to the Details screen of any
driver.
Jump to Truck button (ESC K)
Allows you to jump to the Details screen of any
truck.
Load Risk button (ESC L)
Allows you to load details entered in a Risk Level
details screen for a customer selected in BROOMS.
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ESC N
Allows you to enter the Truck Maintenance program.
ESC Q
Generates a list of quotations for selected insurers in
an insurer list once you have completed entering
information.
ESC R
Displays the Driver Maintenance menu. From here,
you can choose to include, exclude or delete a driver
from the policy.
Toggle Options button (ESC T)
Allows you to access TruckWriter from the Core
Back-Office screens. Once in TruckWriter, it is used
to access the Toggle Options menu which you can
use once you have generated quotes.
ESC W
Allows you to select the workings for a specific
scheme by entering the insurer code.
Accident/Conviction Summary
button (ESC X)
Allows you to view a summary of accident and
conviction details.
Swap to Back Office button (ESC
Z)
Returns you to the Core Back-Office screens from
TruckWriter.
F1
Allows you to access a list of valid field entries and
select the entry that you require for certain fields.
F3
Allows you to return to the previous screen, and is
particularly useful when a popup window is
displayed.
F8, F9
Allows you to scroll through data lists displayed or
within pop up windows and to scroll through the
Vehicle Details screens.
buttons (F10, F11)
Allows you to scroll through the Additional Driver
screens.
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ESC 
ESC 
Moves the cursor to the end or to the beginning of an
entry field.
DEL
Deletes information backwards from the cursor point.
Exit button (ESC ESC)
Allows you to cancel the current operation and return
to the previous screen.
TAB
Allows movement between sub sections.
Understanding TruckWriter Screens
The TruckWriter screen is divided into two general areas, which are:
Data entry and display area - this area of your screen is where you enter, change or view data. The
screen is further subdivided into 4 areas which deal with the main details of a quotation.
User Help area - this area displays help messages as you tab over fields. If an error occurs while
you are working, a message may be displayed in this area. This area is only displayed at the bottom
of the details screen shown above.
Additional Windows And Fields
The TruckWriter screens provide you with menus, display/select or Field Help, and popup entry
windows which are designed to assist you in the completion of a quote and use of TruckWriter
functions.
There are three types of windows:

Menus - these are accessed using the ESC key, for example the Broker Maintenance menu
(ESC B).

Display/select or Field Help windows - these are accessed using the F1 function key. Where a
field requires specific information to be entered which is contained on the system, you can
display the available data on the system and select it directly, from a data list.

Popup entry window - these are accessed by entering “Yes” in the relevant field, and then
pressing the DOWN ARROW key.
Menus
Menus help you to navigate around the system and are usually displayed as a result of pressing a
function key or function key combination.
Menus may vary in the options that they provide depending on which version of TruckWriter you
have installed and how you operate the system.
To select a menu option or field help list entry, use one of the following methods:

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Use the mouse or ARROW keys to highlight the option or list item that you require and then click
on the mouse (RETURN).
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
Each option within a menu or field help list contains a letter which appears in bold type. If you
enter this letter, the option is automatically selected.
To exit a menu or field help list press ESC ESC or F3.
The Escape Options Menu
The main TruckWriter functions are accessed from the Escape Options menu. You can access this
menu by pressing ESC F1.
Some of these functions are available from other menus and are discussed in greater detail
elsewhere in this Guide.
This menu contains the following options:

Quotes for selected insurers - provides quotes for a list of insurers specified in a select list.
See the Selecting A List of Insurers section.

Quotes for all insurers - provides a quotation for all insurers and schemes on the system. See
the Generating Quotes For All Insurers section.

Workings for any insurer - allows you to display and print the workings behind a quotation to
discover how it was calculated. See the Viewing Quotation Workings section.

Broker Maintenance - displays the Maintenance menu. See the Displaying The Maintenance
Menu section.

Swap to BROOMS (Z)

Load BROOMS Details

Toggle Option - allows you to alter some aspects of the quote. See the Quotation Toggle
Options section.

Clear Quote Details - allows you to clear all the quote details you have entered. See the
Clearing A Quotation section.

Jump to Driver - allows you to move directly to the details for another Driver you have entered.

Accident/Conviction Summary (X) - displays a summary of any accidents or convictions you
have entered for the quote. The Accidents window appears first, but you can move to the
Convictions window by pressing F11. Pressing F10 returns you to the Accidents window.

Defaults Setup - provides you with a range of possible quick quote types. See the Selecting
Defaults section.

Driver Maintenance - allows you to include, exclude and delete drivers from the quote. See the
Maintaining Additional Drivers section.

Jump to Truck - gives a list of the different vehicles you have entered and allows you to move
directly to one.

Truck Maintenance - allows you to include, exclude and delete vehicles from the quote. See the
Vehicle Maintenance section.

New Prospect Case - provides a link to ProspectWriter. This option is only displayed if
ProspectWriter is installed on your system.
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Display/Select Or Field Help
TruckWriter provides you with field help with possible entries for a field.
Many TruckWriter fields have field help, which appears when you press F1.
To select a specific type of data, use one of the following methods:

Use the UP and DOWN ARROW keys to highlight the data you require and then press RETURN.
To view more data use the scroll keys F8 and F9.

Data lists also contain bold/different coloured characters that act as short codes for an entry. This
means that you can enter a short code rather than the full text in order to select an entry e.g. For
‘Canteen’, you would enter “CAN” in the relevant field and the system would automatically update
the field text to Canteen.
At the bottom of a Field Help window the system provides you with an entry field which allows you to
enter search criteria.
For example, to find the United Kingdom in the country list you can enter ‘United’ or ‘Kingdom’. The
system places the cursor on the first country entry with the word United or Kingdom within it.
You can also use the * character to define a search substring, for example to find any truck make
with the characters “st” you can enter *st
Characters can be backspaced or deleted. The F16 key allows you to set the text entry mode as
‘over type’ or ‘insert text’.
Popup Windows
The figure below illustrates a typical popup entry window which is displayed when you enter “Yes” in
a field with a chevron (>).
Popup entry windows behave in the same way as the main entry window. A popup entry window
contains entry fields which may use display/select or Field Help windows or require Yes/No entries.
To exit a popup window press F11 or RETURN. You are returned to the screen you are working on.
User Help
You are provided with two levels of on-line help:

User Help - this is displayed at the bottom of the screen and provides summary details of field
requirements. As you move through the fields the help text changes to reflect the field that you
are positioned in.

Field Help - for each field you are provided with help by pressing F1. In some instances the
system displays the format of the entry required. For other fields a popup window appears that
allows you to select an entry.
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Accessing TruckWriter
Accessing TruckWriter
This section describes how to access TruckWriter through Core Back-Office.
1. Select the ‘Client/Policy Details’ option from the Client Records & Accounts menu. The
Client/Policy Details Selection screen is displayed.
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You can select an existing client, or create a new client policy and policy details, before
entering TruckWriter.
2. The procedure from this point varies depending on whether you are processing New
Business, a Renewal or completing a partial or pending proposal.
New Business
To access TruckWriter:
1. Select the 'TruckWriter' option from the Links menu or press ESC T to load TruckWriter.
A Policy Type of TW must be set up within Core Back-Office.
2. The following message is displayed:
TruckWriter Start-up in progress - please wait
For further information, see the Obtaining A Quotation chapter.
If you have Open Quotation products installed on your PC and your WinLink session has been
configured correctly, Open TruckWriter is launched instead of the Tripos version.
Policy Renewal
To access TruckWriter:
1. Display the client's Policy or Risk Details screen in Core Back-Office. Select the
'TruckWriter' option from the Links menu or press ESC T to load TruckWriter. The TruckWriter
Entry menu is displayed:
If ESC T is pressed from the Policy Level, a warning message may be displayed if set in
Broker Amendment, indicating if a policy has been converted to a manual policy. See the
Updating The Policy Record (EDI To Manual Status) page.
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If you have Open Quotation products installed on your PC and your WinLink session has been
configured correctly, Open TruckWriter is launched instead of the Tripos version.
Providing the 'TruckWriter' option is selected from the Links menu or ESC T is invoked from a
POS or an EDI policy, the system displays an entry menu.
2. Select the ‘New Quotation’ option.
If ESC T is invoked from either a non-POS policy or a non-EDI policy, the system loads
TruckWriter and displays the Quote screens, without displaying a menu.
3. Press the Load Risk button (ESC L) to load the client’s details from Core Back-Office.
The system performs a check, providing the functionality has been enabled in Broker
Amendment, to determine whether claims which exist in ClaimsWriter also exist in the client’s
risk level details. If there are claims present in ClaimsWriter which do not match the risk level
details, a warning screen is displayed.
If a warning screen is displayed, it is recommended that you update the client’s risk level
details with the claims specified in ClaimsWriter.
4. You can now update the risk details, if required, and proceed to create a new case.
For further information, see the Obtaining A Quotation chapter.
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Completing A Partial/Pending Proposal
To access TruckWriter:
1. Display the client’s Policy or Risk Details screen in Core Back-Office.
2. Select the 'TruckWriter' option from the Links menu or press ESC T to load TruckWriter.
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TruckWriter displays a menu, the options displayed depends on:

the status of the policy.

the P.O.S documents which have been printed.
The possible menu options are as follows:

New Quotation - Start a new quotation from the beginning.
For further information see the Obtaining A Quotation chapter.

Complete Partial Proposal - This option is displayed if the status of the policy is partial.
When you select this option, TruckWriter displays the first of the Proposal Completion
screens.
For further information, see the Completing A Proposal chapter.

Convert Pending - This option is displayed if the status of the policy is pending. When
you select this option, TruckWriter displays the Pending/Commit screen that allows you
to complete the case.
For further information, see the Post Quote Completion Screen section.

Print Partial/Print Documents - Print P.O.S forms.
For further information, see the Printing Documents section.

Reprint Documents.
For further information, see the Printing Documents section.
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2: Preparing Open-i Truck For Use
Preparing Open-i Truck For Use
This chapter describes how to prepare TruckWriter for use once you have installed the product. It
describes the following tasks in detail:

Displaying The Monthly Newsletter

Your Broker Reference

Maintaining Insurer Select Lists

Setting Up Area Downratings

Setting Up Broker Discounts

Amending Performance Factor

Printing A Truck Code list

Setting Up Insurer Details
Before you can use TruckWriter you must set up the TruckWriter policy type code “TW” using the
Policy Type Amendment screen.
See the Policy Type Amendment section in the Core Back-Office User Guide for details on setting up
policy types.
You can carry out all of these tasks by selecting the relevant options from the Maintenance menu.
You can gain access to further options from the Core Back-Office system TruckWriter menus.

TruckWriter BROOMS System Menu

TruckWriter POS System Menu
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Displaying The Maintenance Menu
To access the Maintenance menu from any TruckWriter screen:
1.
Press ESC F1 and then select the ‘Broker Maintenance’ option.
Alternatively, press ESC B or the Maintenance button to display the Maintenance menu.
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2. To select an option from the menu use the mouse or UP and DOWN ARROW keys to move
the highlighting bar.
3. When you have highlighted the option that you require click the mouse button (RETURN).
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Displaying The Monthly Newsletter
The ‘Newsletter’ option, which was available on the ESC B Broker Menu, has now been removed,
but can instead be triggered by the key press of ESC E from either the risk entry screen or the
comparative results screen. If you are running Open-i, then there is also a Newsletter button
appended to the local navigation bar.
Furthermore, the remaining ESC B options (excluding ‘Broker Reference’) require a valid user
authorisation code, which can be set up in Broker Amendment.
The relocation of the Newsletter option and the authorisation code feature are only supported by
BROOMS 13.50A/70 or above
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Your Broker Reference
Your system has a Broker Reference code. Modifications to this can only be implemented by Open
GI.
To view the Broker Reference code, select the ‘Broker Reference’ option on the Maintenance menu.
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Maintaining Insurer Select Lists
At any point in time the system maintains two sets of rates for the calculation of quotes, the current
month and either the previous month or the next month.
When you update rates, usually mid-month, the new rates are installed for the coming month and the
previous months rates are erased. An example of this is illustrated below:
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s
For each set of rates the system allows you to setup five lists of insurers which the system uses to
generate quotes. You are provided with a selection of insurance companies when the system is
installed.
If you only use certain insurers as a result of discount agreements, EDI arrangements or for specific
terms, then you can create a list from the main list. This allows you to identify which insurers the
system should use to generate quotes and makes the quotation calculation process much quicker.
Creating A New Insurer Select List
To create an insurer list from the master list use the following procedure when you access the
Maintenance menu from the Options menu:
1. Select the ‘Select Lists’ option from the Maintenance menu. The following message is
displayed:
2. Enter the number of the list you are creating: 1, 2, 3, 4 or 5 and click the OK button
(RETURN). The list of available insurers from the master list is displayed.
3. Use the UP and DOWN ARROW keys to select the insurer that you want to include in this list.
4. Press the SPACE BAR to add the highlighted insurer. The system adds the word “Yes” to
indicate which insurers have been selected.
5. Press the SPACE BAR to remove an insurer from the select list.
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To view more insurers press the F8/F9 keys to scroll the list within the window.
6. Click the OK button (RETURN) when you have completed selecting the required insurers.
The Quotation screen is re-displayed.
Insurers have to be added/removed from select lists on both sets of rates. To change to the other
select list change the cover date. If the procedure isn't carried out on both sets of rates the settings
will be lost when the next rates upgrade is loaded.
Amending An Existing Insurer Select List
To amend an existing list:
1. Select the ‘Select Lists’ option from the Maintenance menu. The following message is
displayed:
2. Enter the number of the list you are amending: 1, 2, 3, 4 or 5 and click the OK button
(RETURN). The list of available insurers for the selected list is displayed.
3. Use the UP and DOWN ARROW keys to select or deselect the insurers that you want to
include in this list.
4.
Press the SPACE BAR to add or remove the highlighted insurer.
To view more insurers use the scroll keys to scroll the list within the window.
5. Press the OK button (RETURN) when you have completed selecting the required insurers.
The Quotation screen is re-displayed.
Insurers have to be added/removed from select lists on both sets of rates. To change to the other
select list change the cover date. If the procedure isn't carried out on both sets of rates the settings
will be lost when the next rates upgrade is loaded.
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Setting up Area Downratings/Broker Discounts
Setting Up Area Downratings
You can downrate insurance areas for selected insurers. This affects the calculation of the premium
for any proposer living in the specified area. The downrating must be agreed in advance with the
insurer concerned before you can enter the details on the screen.
To downrate an area or areas:
1. Select the ‘Area Downratings’ option from the Maintenance menu. The Area Downratings
screen is displayed:
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2.
Complete the following fields:
Insurer
Enter the name of the insurer with whom you
have agreed the downrating. You can select
the required insurer from a complete list of
insurers by pressing F1.
Postal Code Range
Enter the range of postcodes that you are
downrating. For example, to downrate for a
range of codes from B1 to B13 enter in “B”
then, “1”, and “13”.
If you are only downrating one area, for
example “B24”, enter “B”, then “24” and “24”.
You can select the required postcode from a
complete list of postal areas by pressing F1.
Sector Range
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Enter the sector codes within an area that you
are downrating. If you are downrating a range
of areas you cannot enter any sector codes.
The system defaults are 0 to 9 which includes
all sectors.
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Downrate
Enter the number of areas that you want to
downrate by, for example 1.
3. Repeat step 2 for another area with the same insurer or another insurer. You can enter up to
15 lines on a screen page and there are 35 screen pages available. Use the scroll keys to
move to another page.
4. Press the Save button (RETURN) when you have completed all the downratings required.
The Quotation screen is re-displayed.
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Setting Up Broker Discounts
You can configure up to 52 discount (loading) schemes, where a scheme can discount or load a
quotation. A scheme can be applied globally to all insurers or to individual insurers. Any individual
scheme can be applied to several insurers with different discounts or loadings for each insurer. This
facility is designed to allow you to deal with special interest groups where a discount or loading may
apply in addition to the standard policy terms. Schemes only take effect when you enter a scheme
number in the cover screen of the quotation.
If you apply a scheme globally you should not use that scheme again for individual insurers. The
system calculates individual insurer schemes first, and then it calculates the effect of the global
scheme setting which is applied to all insurers.
Creating Or Amending Schemes
To create or amend a scheme:
1. Select the ‘Broker Discounts’ option from the Maintenance menu. The Broker Discounts
screen is displayed:
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You can enter up to 3 scheme entries on a screen page and there are 18 screen pages
available. Use the scroll keys to move to another page. You can create up to 52 schemes,
using numbers between 1 and 99 to identify each scheme. You can use the same scheme
number for several entries for different Insurers.
2. Complete the following fields:
Scheme number
Enter a scheme number from 1 to 99. The
scheme is applied if the same number is
specified in the Scheme field of the Further
Details window in the Proposal screen, and
the same insurer has been selected.
Alternatively, you can leave this field blank. If
the Scheme field in the Further Details
window for the proposal is also left blank,
provided the proposal for the same insurer (or
all insurers), the discount is applied.
See the Further Details Popup section.
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After IPT
Enter “Yes” or “No” to indicate whether the
effect of the scheme incurs IPT.
All/One
Enter “All” or “One” to indicate whether the
scheme is to be applied globally or to an
individual insurer. If you enter “One”, then you
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must enter the insurer’s name. You can view
the complete list of insurers by pressing F1.
Scroll through this list with F8 and F9.
Load/ Discount
Enter “Discount” or “Load” to indicate the effect
of the scheme.
Value
Enter the value as pounds or a percentage
rate.
Pounds/ Percent
Enter “Po” (pounds) or “Pe” (percent) to
indicate how the value is to be applied.
Terms ½
Enter up to 2 lines of text to describe the terms
of the scheme.
Deleting An Existing Scheme
To delete an existing scheme you must clear all the fields in the selected scheme. Enter “0” in the
Scheme No. field as the field cannot be cleared otherwise.
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Amending Performance Factor
You can change the performance of your system by reallocating memory resources. Should you
need to amend the performance factor we advise you to contact the Support Centre.
Changing the performance factor to speed up quotations may have an adverse affect on the
performance of other applications, such as the word processor.
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Printing A Truck Code List
You can print a list of Truck codes currently on the system. You can print codes for an individual
make, e.g. FORD, or a complete list of all Truck codes.
To print a Truck Code list:
1. Select the ‘Print Truck Code List’ option from the Maintenance menu. The Print Truck Codes
window is displayed:
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2. Enter the make of truck if you require a specific make or select from a complete list by clicking
on the drop-down list.
3. Alternatively, leave the field blank to print a complete list of all makes and press the Accept
button (RETURN). The list of truck codes is printed immediately providing your printer is
connected.
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Setting Up Insurer Details
You can categorise policies according to a preferred method of rating. This is referred to as star
rating, for example: all policies which offer the best cover may be rated A, others B, C, etc.
To access the insurer details facility:
1. Select the ‘Insurer Details’ option from the Maintenance menu. The Star Rating /
Commissions screen is displayed as shown below:
2. Complete the following fields for each insurer:
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Rating
This allows you to set up a user-definable
rating category for the selected insurer or
policy. You can enter any character.
Commission %
Enter the amount of commission as a
percentage that the insurer offers.
3. Click the Save button when you have completed the screen or press Cancel (ESC or ESC
ESC) to return to the previous screen.
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TruckWriter BROOMS System Menu
The following options are available from the TruckWriter menu:

Amend Printer Prompt

Truckquote Conversion.
Amend Printer Prompt
When you select this option, the following message is displayed:
Prompt for printer :
Enter “Yes” or “No”. If you enter “Yes”, you are prompted for a printer name when you try to print any
documentation. If you enter “No” the default printer is automatically used.
This does not apply to the printing process for POS documentation. For information on setting the
printer prompt for POS, please refer to the section entitled Broker Amendment Screen 2.
Truckquote Conversion
This screen is provided for Brokers who previously used Truckquote to generate policies for heavy
vehicles. These policies had to be manually created in Core Back-Office.
When you select this option, the Truckquote Conversion screen is displayed.
Enter the details of the Truckquote policy in the fields on this screen.
Select by date:
The following two fields are used to search the
system for policies with renewal dates that fall
between the dates entered.
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Start Date
Enter the start date for the search in the format
dd/mm/yyyy.
End Date
Enter the end date for the search in the format
dd/mm/yyyy.
Policy Type
Use this field to select policies for conversion by
policy type. Enter up to 2 characters.
Select by Policy Reference
Use this field to select policies for conversion
by their reference code. Enter up to 10
characters.
Save new data to current
policy?
Answer “Yes” or “No” to whether you want to
rewrite the policy to the original reference.
New Policy type
Enter the new policy type.
Leave old CV module as
‘Live’?
Enter “Yes” or “No” to whether you want to keep
the existing CV policy as live.
Select Report to run
Select either “Actual” or “Proposed”.
Accept details as above?
Enter “Yes” or “No” as appropriate.
(Open-i Truck) Open GI
TruckWriter POS System Menu
TruckWriter POS System Menu
The TruckWriter POS System menu contains options used to configure and maintain the POS
process.
The following options are available from the TruckWriter POS menu:
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
Amend Insurer Agency Details

Cover Note/Policy Number Control

Display Transaction Numbers

Broker Amendment

Transaction Audit Report

TruckWriter Report Utility

Continuation Covernote Generation

Covernote Batch Printing

Premium Override Setup

EDI Retransmissions

Produce Renewal Notices

Transaction Exception Report

Renewal Invitation Report
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
Impending Renewals Report

Unsent Transactions Report

Claim Notification Report

Claim Progress Report

Pending Report

Excess Override Profile Setup

ROI Secure Correction/Spoilage

ROI Secure Audit

Broker Override Setup

Additional Reports
This menu only appears when TruckWriter POS has been installed and configured correctly on all
branches.
(Open-i Truck) Open GI
Amend Insurer Agency Details
Use this option to set up or alter the details of each Insurer agency on the system.
1. Select the ‘Amend Insurer Agency Details’ option from the TruckWriter POS menu. The
following message is displayed:
Product :
2. Enter the 4 character code for the relevant Insurer, and press RETURN. The Amend Insurer
Agency Details screen is displayed:
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3.
Press F2 to enter ‘Update’ mode and edit the following fields:
Agency Number
Enter the Insurer Agency number in this field, up to a
maximum of 12 characters.
Cover note Prefix
Enter a code to appear before the Covernote number
on the Covernote documentation, up to a maximum of
20 characters.
Certificate Prefix
Enter a code to appear before the Certificate number
on the Certificate documentation, up to a maximum of
20 characters.
Green Card Prefix
Enter a code to appear before the Green Card prefix
number on the Green card documentation, up to a
maximum of 20 characters.
Contact Name
Enter the name of the contact for the Insurer agency,
up to 20 characters.
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Contact Tel No
Enter the contact number for the agency.
Fax Number
Enter the agency’s fax number, up to 30 characters.
Email address
Enter the e-mail address for the contact at the agency,
up to 40 characters.
Logo No
All documents for each Insurer are assigned a default
logo. However, Open GI can set up alternative logos if
desired. To use one of these logos in place of the
default enter the logo code number in this field. Code
numbers can be up to 7 digits long.
4. Press RETURN when you have entered the required information. The following message is
displayed:
Details set. Press <Cr> to Continue
5. Press RETURN again. The fields are cleared and the cursor is positioned in the Product
prompt for you to select another insurer, if required.
6. Press ESC ESC to return to the TruckWriter POS menu.
(Open-i Truck) Open GI
Cover Note/Policy Number Control
Use this option to maintain Covernote and Policy numbers on the system. You must use the screen
to set up Covernotes and Policy numbers for each new Insurer scheme that is loaded onto the
system, and whenever an existing scheme runs out of allocated Covernote or Policy numbers.
1. Select the ‘Cover Note/Policy Number Control’ option from the TruckWriter POS menu. The
Covernote/Policy Number Control screen is displayed:
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2. Enter the code of the relevant Insurer scheme in the Product field and press RETURN.
The second Covernote/Policy Number Control screen is displayed.
This screen displays some basic details, if available, for the Insurer scheme. The Code Key
field contains a short numeric code which is randomly generated each time you access this
screen.
3. Press F1 in the Option field to select the operation you want to perform.
(Open-i Truck) Open GI
Batch Release Covernote Numbers
Use this option to release batches of numbers as specified by the Broker. It can only be used if the
Insurer allows Brokers to assign any number of covernotes to a scheme at a time.
When you select this option, the following fields are displayed:
Start
Enter the first number of the new batch of Covernotes.
End
Enter the last number of the new batch of Covernotes.
Verify
Enter the verification code and press RETURN.
See the Verification Codes section for further details.
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Verify these fields and press RETURN. The new batch of covernotes is assigned to the scheme.
Reinstate/Suspend Insurer
Use these options to reinstate or suspend an Insurer scheme on the system. When you select either
option, you are prompted for a verification code.
Release Cert/Policy Numbers
Use this option to release certificate / policy numbers according to the specifications of the Insurer.
When you select this option, the following fields are displayed:
Start
Enter the first number of the new batch of certificates /
policy numbers.
End
Enter the last number of the new batch of certificates /
policy numbers.
Verify
Enter the verification code and press RETURN.
Verify these fields and press RETURN. The new batch of certificates / policy numbers is assigned to
the scheme.
Release Covernote Numbers
Use this option to release Covernotes according to the specifications of the Insurer. When you select
this option, you are prompted for a verification code.
Verification Codes
Before you make changes to Covernotes on the system, you must obtain a verification code from the
relevant Insurer.
When you select one of the above options, the Verify field is displayed.
1. Contact the Insurer of the scheme and give them details of the option you have selected
along with the code key displayed on the screen to obtain the correct code. Using the code
key, the Insurer can generate the correct verification code for you.
Leave the code key displayed on screen as a new code key is generated every time one of
the above options is selected.
2. Enter the verification code in the Verify field and press RETURN. If you enter the wrong code
the Verification Error screen is displayed:
3. Select ‘Retry’ to enter another code, or ‘Exit’ to return to the TruckWriter POS menu.
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Display Transaction Numbers
Use this option to view the details of the Covernote, certificate and policy numbers for individual
insurer schemes.
1. Select the ‘Display Transaction Numbers’ option from the TruckWriter POS menu. The
Display Transaction Numbers screen is displayed.
2. Enter the code of the Insurer scheme in the Product field and press RETURN. The details of
the selected Insurer scheme are displayed.
Insurer
The name of the Insurer responsible for the scheme.
Product Status
The status of the scheme. This field indicates whether
the scheme is in use on the system.
Agency Number
The alphanumeric code used to identify the scheme.
This code is allocated to the Broker by the Insurer.
Next Cover Note
The next Covernote number that the system will use
for this scheme, including the Covernote prefix code
(taken from the Amend Insurer Agency Details
screen).
Last Cover Note
The last Covernote number available for use on this
scheme. When this number is reached, more numbers
must be released before the POS generation of
Covernotes can be used.
First Reserve
When an Insurer has assigned you a batch of reserve
numbers, the first of these numbers is displayed here.
Last Reserve
The last number in the reserve batch.For schemes
supporting Policy numbers, the following four fields are
also displayed:
Next Policy Number
The next policy number that the system will use for this
scheme.
Last Policy Number
The last policy number available for use on this
scheme.
First Reserve
When an Insurer has assigned you a batch of reserve
numbers, the first of these numbers is displayed here.
Last Reserve
The last number in the reserve batch.
For schemes which do not support policy numbers, the following message is displayed:
Policy Numbers are not supported for this scheme.
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If a scheme has a batch of reserve numbers, then as soon as the current numbers are
exhausted the reserve batch is automatically released.
3. Press RETURN to clear the fields once you have finished viewing the details.
4. Repeat step 2 to view details of another scheme, if required.
5. Press ESC ESC to return to the TruckWriter POS menu.
(Open-i Truck) Open GI
Broker Amendment
Use this option to set up or edit the details of your brokerage. When you select ‘Broker Amendment’
the first of three screens is displayed. You can page between these screens using the F10 and F11
keys.
Press F2 to update the details on these screens.
Broker Amendment Screen 1
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Network ID
The Network ID if your TRIPOS machine is connected to
the Open G I network.
Brokerage Name
The name of the Brokerage, as appears on official
documentation.
Address (4 fields)
The main address of the Brokerage.
Post Code
The Postcode of the Brokerage.
Telephone Number
The telephone number of the Brokerage.
Fax Number
The fax number of the Brokerage.
Broker Amendment Screen 2
Logo Number
Enter the code of the logo you want to appear on the
POS documentation in this field. Brokers can store as
many logos as required for use on their POS
documentation although you can only input one code at
a time. Enter the 7 digit numeric code for the logo you
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wish to use.
Default Report Device
Enter the default printer to be used for the printing of
reports from the TruckWriter Report Utility.
If you have Open Print Manager you can print reports to
PDF by entering pdf: as the printer.
Default POS Doc Device
This field will initially default to “LP:” which is the current
default POS document printing device.
This option allows you to choose the default POS
document printing device on your system. If entered, the
default POS document printing device will be used for
printing documents at New Business, Mid Term
Adjustment and Renewals for Truck.
The field will only hold the default POS document
printing device, so when the field is changed the system
will perform validation on the entered details to check
that characters only appear before the colon and the
system will display a warning if any characters appear
after the colon. The characters that appear after the
colon relate to the document printer and can be entered
into the Document Printer field below.
For Example:
An acceptable value that could be entered into the
Default POS Doc device field would be;
Default Document Device :
LP:
A value which is not acceptable and would cause a
warning to be shown by the system would be:
Default Document Device
LP:Printer1
:
Document Printer
Enter the name of the printer that you want to use to
produce the POS documentation for this policy scheme.
Display Printer Prompt
Indicate whether you want to be prompted for a printer
when generating POS documentation. If you set this field
to “No”, then POS documentation is printed to the default
printer automatically. If you set this field to “Yes”, then
you are prompted to enter the name of the printer to use.
POS Docs Banner?
This setting applies to both INVU and Open Print
Manager.
This banner can be used to electronically index/archive
the quote printout document using third party software. It
also means it can be automatically categorised with
Open Print Manager.
Note that the POS Docs Banner? field is the equivalent
setting to the ‘Add Open Print Manager Banner’ setting
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within Core Back-Office.
This setting is applied to all POS documents within
TruckWriter.
Priority :
Enter the Open Print Manager Printing Priority setting to
be applied to all POS documents.
Security Feeder
Specify which feeder tray on the default printer contains
the security paper if one or more of your Insurers require
the use of security paper for the production of Policy
documents and Covernotes
Plain Feeder
Specify which printer tray contains plain paper.
Allow BROOMS Auto
Acceptance?
Enter "Yes" to enable the automatic calling of the
Renewal Acceptance process when the user accepts a
payment against a renewal transaction.
Allow Uncommitted Policy
Purge?
Enter "Yes" to allow you to purge uncommitted policies,
otherwise enter "No".
Create BROOMS MTA Diary
Entries?
Enter "Yes" to create a diary entry for MTAs, otherwise
enter "No".
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Broker Amendment Screen 3
Tripos Services Timeout:
This field relates to the Vehicle Lookup feature, if you
have this installed.
The Vehicle Lookup timeout value for TruckWriter is held
here and is defaulted to 10 seconds.
You can amend this timeout value if necessary in case
you have a bad internet connection for whatever reason.
Enter a number in the format 999999.
Suppress print confirmation
dialogs?
Allow continuous excess
override?
Activate Broker Question Set?
34
It is possible to suppress the dialogs asking whether a
printed POS document is acceptable (e.g. “Proposal
Acceptable?”). Enter "Yes" to suppress these dialogs,
otherwise enter "No".
Enter "Yes" to allow continuous excess override.
A question set can only be server specific and not
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branch specific.
This allows you to control when you want your broker
specific question set to appear in TruckWriter.
The option is initially set to ‘No’, so the Broker Qs field
does not appear on the Other Details window of the
main quotation screen.
If set to "Yes", the Broker Qs field appears on the Other
Details window of the main quotation screen, containing
your broker specific questions. These can influence the
quotation result.
Each time a question set is activated or deactivated, an
entry detailing this is made in the Custom Quote version
file. You can see this using the 'Display Program
Versions' option on the System Maintenance menu.
Activate Enhanced Excesses
Enter "Yes" to activate the support of the EXS frame for
this branch.
Once switched on, the QXS and QXO frames will
continue to be updated. The EXS frame will populate the
excess details for new business incepted polices from
this point onward, in addition to existing policies that
have a subsequent transactions carried out (for
example, Permanent Mid Term Adjustments and
Renewal Acceptance).
Alternative lvl2 NTU?
If you set the option to “Yes”, when a policy is Not Taken
Up via the EDI Menu the Policy screen will show the
Terminated Date as the same date as the inception date
of the policy and the Terminated code will be NTU, as
shown below:
If set to “No” the Terminated Date will be the day you
terminated the policy and the Terminated Code will have
a status of Canc-led, as shown below:
Display manual
policy warning?
This requires Core 15.
The FC EDI field on the live Policy
screen can be set to "No" to indicate a
manual policy.
Enter "Yes" to display a warning
message indicating that the policy has
been converted to a manual policy,
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otherwise enter "No".
The field is blank by default, meaning
that the warning is turned off. It has to
be activated to be displayed.
(Open-i Truck) Open GI
Transaction Audit Report
Use this option to report on POS transactions that have been performed on the system.
When you select this option, the Transaction Audit Report screen is displayed:
Complete the following fields:
Transaction Type
36
Indicate the type of transaction on which you want to
report. The default is “All Documents”, but you can
choose from the following:

Certificate.

Covernote.

Covernote Number.
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Report Type

Policy Number.

Proposal.
Indicate the level of detail on the report that you want to
produce.
If the Transaction Type field is set to “All Documents”, “Policy Number”, or “Covernote Number”
then the Report Type field is set to “Simple” and cannot be altered.
Insurer
Enter the name of the Insurer for which you want to
produce the report, or use the default “All Insurers”. Use
F5 and F6 to scroll through the available Insurers.
Scheme
Enter the name of the scheme for which you want to
produce the report, or use the default “All Schemes”.
If the Insurer field is set to “All Insurers” then the Scheme field is set to “All Schemes” and cannot be
altered.
Audit From
Enter the date from which you want the report to start.
This field defaults to the last date on which you ran this
report. When running this report for the first time, this
field displays the system installation date.
Audit To
Enter the date up to which you want the report to end.
The default is the current date.
(Open-i Truck) Open GI
TruckWriter Report Utility
If a report is sent to the printer when the printer is busy, the report is stored as a file. Similarly, any
errors that occur while these reports are being generated are stored in the same way.
1. Select the ‘TruckWriter Report Utility’ option from the TruckWriter POS menu. The
TruckWriter Report Utility screen is displayed:
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2. Select the required sort option for the stored reports:
Sort all reports by name
Sort the reports by the name of the report in
alphabetical order.
Sort all reports by date
Sort the reports by date, starting with the earliest.
Sort matching reports by name
If you select this option, the following message is
displayed: “Enter pattern to match report
names:” Enter a word or code of up to 20 characters
and press RETURN. All reports which contain the
pattern you entered are listed in alphabetical name
order.
Sort matching reports by date
This option is identical to the ‘Sort matching reports by
name’ option, except that it sorts the search results in
date order.
The second TruckWriter Report Utility screen is displayed with a list of matching reports:
3. Select the report you want to view using the UP and DOWN ARROW keys and press
RETURN to display it.
38

Press ESC P to print the report. The system will prompt you for a printer. The default
printer for printing reports from this utility can be set in the Broker Amendment 'Default
Report device' option).

Press ESC 2 to delete the report.
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
Press ESC X to exit to the TruckWriter POS menu.
(Open-i Truck) Open GI
Continuation Covernote Generation
Use this option to set TruckWriter POS to generate covernotes for a specific set of criteria.
1. Select the ‘Continuation Covernote Generation’ option from the TruckWriter POS menu. The
TruckWriter Continuation Covernote Generation screen is displayed:
2. Complete the following fields:
Operator Code
Enter your operator code to be printed on
documentation. This field is mandatory.
Start Reference
Enter the lower limit client reference for the range of
policies to be processed. Leave blank to begin
processing from the start of the transaction file.
End Reference
Enter the upper limit client reference for the range of
policies to be processed. Leave blank to finish
processing at the end of the transaction file.
Start Date
Enter the lower limit covernote expiry date for the
range of policies to be processed. Leave blank to
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ignore.
End Date
Enter the upper limit covernote expiry date for the
range of policies to be processed. Leave blank to
ignore.
Specific Executive
Enter a valid Core Back-Office executive code. Only
policies having a matching code on their Policy Level
record will be processed. Leave blank to ignore.
Sort by Executive
Enter ‘Yes’ to process policies in Core Back-Office
executive code order.
Print Covernotes Now
Enter ‘Yes’ to print covernotes immediately after their
generation, otherwise ‘No’.
Covernote Printer
Enter a valid printer name to print covernotes. This is
mandatory if ‘Print Covernotes Now’ is set to ‘Yes’.
Report Printer
Enter a valid printer name to print the summary report.
3. Press RETURN when you have completed entering information in this screen. The following
message is displayed:
Finished entering selection criteria?
4. Enter “Yes” to continue. Otherwise enter “No” if you want to make further alterations and
press RETURN. All policies matching your selection criteria are processed. The covernotes
for each matching policy are printed providing the Print Covernotes Now field is set to “Yes”
and:

an existing covernote is still in force;

the existing covernote is not marked as ‘Not Required’ or ‘No Longer Required’ in the
Core Back-Office Diary;

the existing covernote does not run to the end of the policy term.
The following message is displayed when processing is complete:
Do you want to print the summary report now?
5. Enter “Yes” to print a report summarising the covernotes that have been printed.
Alternatively, you can use the TruckWriter Report Utility to print summary reports.
See the TruckWriter Report Utility section for further details.
(Open-i Truck) Open GI
Locate Bookmark
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Covernote Batch Printing
Use this option to set TruckWriter POS to print batches of covernotes matching criteria you specify.
1. Select the ‘Covernote Batch Printing’ option from the TruckWriter POS menu. The
TruckWriter Covernote Batch Printing screen is displayed.
2. Enter information in the following fields:
Operator Code
Enter your operator code to be printed on
documentation. This field is mandatory.
Start Reference
Enter the lower limit client reference for the range of
policies to be processed. Leave blank to begin
processing from the start of the transaction file.
End Reference
Enter the upper limit client reference for the range of
policies to be processed. Leave blank to finish
processing at the end of the transaction file.
Start Date
Enter the lower limit covernote expiry date for the
range of policies to be processed. Leave blank to
ignore.
End Date
Enter the upper limit covernote expiry date for the
range of policies to be processed. Leave blank to
ignore.
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Specific Executive
Enter a valid Core Back-Office executive code. Only
policies having a matching code on their Policy Level
record will be processed. Leave blank to ignore.
Sort by Executive
Enter ‘Yes’ to process policies in Core Back-Office
executive code order.
Print Covernotes Now
This field is set to “Yes” to print covernotes
immediately and cannot be changed.
Covernote Printer
Enter a valid printer name to print covernotes. This
field is mandatory.
Report Printer
Enter a valid printer name to print the summary report.
3. Press RETURN when you have completed entering information in this screen. The following
message is displayed:
Finished entering selection criteria?
4.
Enter “Yes” to continue. Otherwise enter “No” if you want to make further alterations and
press RETURN. All policies matching your selection criteria are processed. The covernotes
for each matching policy are printed if:

an existing covernote is still in force;

the existing covernote has not already been printed.
The following message is displayed when processing is complete:
Do you want to print the summary report now?
5. Enter “Yes” to print a report summarising the covernotes that have been printed.
Alternatively, you can use the TruckWriter Report Utility to print summary reports.
See the TruckWriter Report Utility section for further details.
(Open-i Truck) Open GI
Premium Override Setup
In order for an Insurer to support premium override, parameters must be specified within the
Premium Override Setup screen. For schemes that support premium override, you can use this
utility to determine whether it will be available and under what circumstances (eg New Business,
MTA etc).
You can modify relevant scheme profiles already on the system as shown below.
1. Select the ‘Premium Override Setup’ option from the TruckWriter POS menu. The Premium
Override Setup screen is displayed as shown below:
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Below is a summary of the keys that can be used within this option.

F5/F6 - Page though existing profiles.

F2 - Update current profile (password protected).

F3* or ESC ESC - Abandon update of current profile.

Return* - Save current profile.
*These functions only work while updating the current profile.
2.
Enter a scheme code to identify the scheme profile you want to alter and press RETURN.
3. Select the transaction type you want to amend. The Transaction Type field defaults to "New
Business". Press F1 and select another option if required.
4. Press F2 to update details for the selected scheme and transaction type. The Password
Entry dialog is displayed.
5.
Enter the password provided by the insurer and press RETURN.
If you selected “MTA” in the Transaction Type field, a popup is displayed requesting you to
determine whether premium override is available at any or all of amendment, policy
cancellation or if the policy is not taken up. Enter “Yes” or “No” in each field and press
RETURN to continue.
6.
Amend the following fields:
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If you are amending an existing profile’s setting, a message is displayed when you leave the
field asking you to confirm your choice. Select “Yes” to proceed. If you switch off premium
override for a scheme, you cannot amend the remaining fields in this screen.
Override Level
Override Type Allowed
This field determines whether the premium override
amount is expressed as a cash amount or percentage
and determines which fields are accessible on the
Premium Override screen. Press F1 and select one
of the following options:

None - Premium Override not allowed.

Limited Cash – enables you to complete the Cash
Amount field on the Premium Override screen.

Limited Percent – enables you to complete the
Percentage% Amount field on the Premium
Override screen.

Limited - enables you to complete the
Percentage% Amount or Cash Amount field on
the Premium Override screen.

Unlimited - enables you to complete the
Percentage% Amount or Cash Amount field and
the Final Premium field on the Premium
Override screen.
Indicate whether the premium can be “Increase Only”,
“Decrease Only”, or “Increase & Decrease”.
If the following four fields are left blank, it is assumed that there is not a maximum limit, and
any value can be entered. Also, if the minimum premium field is left blank, then it is assumed
there is not a minimum limit.
44
Upper Cash Limit
Enter the maximum value for increasing the premium
by a cash amount.
Upper Percentage Limit
Enter the maximum value for increasing the premium
by a percentage of the original premium.
Unauth. Cash Limit
Enter the maximum amount allowed for increasing the
premium by a cash amount without authorisation from
the insurer.
Unauth. Percentage Limit
Enter the maximum percentage allowed for increasing
the premium by a percentage amount without
authorisation from the insurer.
Free Text Auth. Reqd
Indicate whether a 10 character authorisation code is
required to enter the Premium Override screen. Enter
“Yes”, “No” or “Limited”. If you enter “Limited”, the 10
character authorisation code is required if the values
specified in either the Unauth. Cash Limit or Unauth.
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Percentage Limit fields are exceeded. If you enter
“Yes”, the user must enter a password supplied by the
Insurer. If you enter “No” the authorisation code popup
is not displayed.
Open G I Password Reqd
Indicate whether the Password Entry popup
is displayed. Enter “Yes”, “No” or “Limited”. If you enter
“Yes”, the user must enter the password supplied by
the Insurer via the Open G I PC Authorisation software
in order to use premium override. If you enter “No”, the
popup is not displayed. If you enter “Limited”, the
popup is displayed if the values specified in either the
Unauth. Cash Limit or Unauth. Percentage Limit
fields are exceeded.
Minimum Premium
Enter the minimum for the premium once the override
has taken place. The premium cannot then be set
lower than this value.
7.
Press RETURN to confirm the changes and redisplay the TruckWriter POS menu.
(Open-i Truck) Open GI
Broker Override Setup
This enables Insurers to allow certain Brokers to have the ability to override the authorisation levels
without having to contact them directly for an authorisation code.
This option will allow the broker to manually apply the profiles required for Vehicle, Referral and
Renewal overrides.
UK and NI only.
Using Broker Override Setup
1. From the TruckWriter POS menu, select the 'Broker Override Setup' option. The Broker
Override Profile Set-Up Utility screen is displayed:
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Insurer Scheme
Enter up to 4 characters. Enter the code of the insurer
for whom the excess override is available in the Insurer
Scheme field. At this stage an Authorisation dialog is
displayed for the selected insurer.
Vehicle Authorisation Required
Enter "Yes" or " No":
Referral Authorisation Required
46

If "Yes" is selected the broker must contact the
insurer to exchange partial / verification codes using
the Open GI Authorisation Software.

If "No" is selected then neither scenarios above will
apply.
Enter one of the following:

If "Both", the two scenarios above will apply.

If "Freetext", the broker will be prompted to enter a
reference supplied by the Insurer.

If "None" is selected then neither scenarios above
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will apply.

Renewal Authorisation Required
If "Open GI", the broker must contact the insurer to
exchange partial/verification codes using the Open
GI Authorisation Software.
Enter "Yes" or " No".

If "Yes" is selected the broker must contact the
insurer to exchange partial / verification codes using
the Open GI Authorisation Software.

If "No" is selected then neither scenarios above will
apply.
2. If you amend a field, the following is displayed when you press TAB, move away from the
amended field using the mouse or click the OK button (RETURN):

Click the No button to cancel the amendment and the previous entry re-instated.

Click the Yes button and the field amendment will be saved back to the scheme record,
as confirmed by the message below:
Click the OK button (RETURN) to continue.
3. Once all the required fields have been updated, click the Cancel button (ESC ESC) to exit
back to the TruckWriter POS menu.
(Open-i Truck) Open GI
Locate Bookmark
47
Open-i Truck
Additional Reports
When the 'Additional Reports' option is selected from the TruckWriter POS menu, the following is
displayed:

Transmission Exception Report

Renewal Invitation Report

Claim Notification Report

Impending Renewals Report

Unsent Transactions Report

Claim progress Report

Auto Lapsed Policies Report

Incomplete EDI Renewals Report
(Open-i Truck) Open GI
Setting Up The Excess Override Profiles
This facility enables brokers to override previously quoted excess for various purposes, including:

Price matching and greater competitiveness.

Depending on the insurer scheme selected, the excess override facility is available for New
Business
The options available depend on each insurer and scheme. You should refer to the relevant insurer
for details of each particular implementation.
You must be authorised by the relevant insurer in order to perform an excess override.
Once you have set up the excess override profile as detailed below, you are ready to perform excess
overrides.
Refer to the Performing Excess Overrides page for further details on performing excess overrides for
New Business, MTAs and Renewals
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Open-i Truck
Setting Up The Excess Override Profiles
1. Select the ‘Excess Override Profile Setup’ option from the TruckWriter POS menu. The
Excess Override Profile Set-Up screen is displayed:
2. Enter the code of the insurer for whom the excess override is available in the Insurer
Scheme field. At this stage an Authorisation dialog is displayed for the selected insurer.
3. Contact the insurer to obtain the correct verification code and enter it in the Verify field. Press
RETURN to continue. The Excess Type Applicable field displays the excess available for
the selected insurer which can be overridden.
4. Complete the following fields:
Enable Excess Override
Enter “Yes” to enable the excess override functionality
for the selected insurer.
Authorisation Required
Press F1 and select from:

Both – the scenarios outlined for “Insurer” and
“Open G I” will both apply.

Insurer – you will be prompted to enter a
reference supplied by the insurer.

Open GI – you must contact the insurer to obtain a
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Open-i Truck
partial/verification code

Excess Type Applicable
None – No authorisation is required.
If supported by the insurer, the system will display a
maximum of four excess types applicable to the
scheme selected.
5. Press RETURN to save the excess override profile. You can setup another excess override
profile, if required, or press ESC ESC to exit.
(Open-i Truck) Open GI
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Open-i Truck
3: Vehicle Lookup, Active Quote, Enrichment, Custom Quote
Using Vehicle Lookup, Active Quote, Quote Enrichment, Custom Quote
The Proxy Gateway Settings option allows the switch on and setup for Vehicle Lookup and Active
Quote.
Access the 'Proxy Gateway Settings' option as detailed below:
1. From the System Control menu, select the 'System Maintenance' option.
2. Select the 'Proxy Gateway Settings'' option. At the bottom of the screen there are the
following three web configuration options:
Vehicle Lookup - allows you to edit the vehicle registration lookup URL. The vehicle
lookup web service can also be completely turned off if necessary by setting this to "No".

Vehicle Lookup has to be explicitly activated by Open GI. It can also be activated at branch
level as well as system level, which therefore allows units to now be allocated per branch if
necessary. For more information, please contact your Account Manager or the Sales
Department on 01905 754455.

Active Quote - activated by Open GI. Select "Yes" to edit the Active Quote web service
settings. Refer the to Active Quote guide.

Quote Enrichment - you can activate the Quote Enrichment web service yourself by
setting this option to "Yes" providing you have Vehicle Lookup or Active Quote already
activated by an Open GI engineer. If one of these isn't already activated, please contact
your Account Manager or the Sales Department on 01905 754455.
Using Vehicle Lookup, Active Quote, Quote Enrichment, Custom Quote
The following links show you how to use these features:

Using Vehicle Lookup (UK)

Using Vehicle Lookup (ROI)

Using Active Quote

Using Quote Enrichment Services

Using Custom Quote (questions captured by Aggregator are also available within the quotation
engines for brokers who have contracted for Custom Quote)
(Open-i Truck) Open GI
Vehicle Registration Lookup (UK/NI)
Click here for Vehicle Registration Lookup (ROI).
This feature has to be explicitly activated by Open GI. It can also be activated at branch level as well
as system level, which therefore allows units to now be allocated per branch if necessary. For more
information, please contact your Account Manager or the Sales Department on 01905 754455.
The Vehicle Look Up web service call is now also available as a frame calculation. Please speak to
your account manager if you wish to utilise this functionality.
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Open-i Truck
The quotation products (excluding HomeWriter) support a web-service-based vehicle lookup feature
with a valid registration number.
Vehicle Registration Lookup has been added to prompt for a vehicle registration (ESC F), which then
calls an internet service to return the correlating vehicle details to TruckWriter so that the vehicle
make, model, etc fields can all be automatically populated.
Using The Vehicle Lookup (UK/NI)
1. From within the Writer product, press the Vehicle Lookup button (ESC F).
2. A window will appear and request the vehicle registration.
3. Enter the registration and press the OK button (RETURN).
4. The lookup process will take about 2-3 seconds after which time the pop-up closes and the
correlating vehicle details are automatically populated.
There is a default timeout limit of 10 seconds, which is held in the TruckWriter Broker Amendment
screen 3 and can be changed if necessary.
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Open-i Truck
The lookup feature is also available for MTA transactions. For example, when vehicle details have
changed.
Vehicle Registration Lookup via Frame Calculations (UK/NI)
Please speak to your account manager if you wish to utilise this functionality.
Frame calculations have been added to allow access to the internet DVLA Vehicle Lookup
functionality via the vehicular quote engines. This is an advanced calculation and will require
enabling on a per machine basis. The frame calculation does not generate this information itself, and
for information to be returned to the request, the appropriate releases of the quote engines will be
required.
The syntax of the frame calculation operations are as follows:
INIT-VEHICLE-LOOKUP
<vehicle-lookup variable 1>
<vehicle-lookup variable 2>
WRITE-VEHICLE-LOOKUP
The <vehicle-lookup variables> are:
Frame Calc Variable
Definition
YCT.Lookup.Reg
The vehicle registration mark
YCT.Lookup.QE
The quote engine to be called:

MW MotorWriter

BW BikeWriter

TW TruckWriter
Successful completion of the function call will be indicated by the value returned in
YCT.Lookup.Varchar. The field will be returned empty if the call was successful. Otherwise it will hold
the failure reason.
Once the individual quote engine releases have been made, the information returned from a valid
lookup will have the following content:
Frame Calc Variable
Definition
YCT.Lookup.ABI.Code
ABI Car Code
YCT.Lookup.Car.Code
Open GI Car Code
YCT.Lookup.Make
The vehicle manufacturer (e.g. FORD)
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Open-i Truck
YCT.Lookup.Model
The vehicle model (e.g. TRANSIT)
YCT.Lookup.Type
The model type (e.g. SPORT VAN)
YCT.Lookup.Engine.Size
The vehicle’s engine capacity
YCT.Lookup.Body.Type
The body type:
YCT.Lookup.Fuel.Type
YCT.Lookup.Manf.Year

Pickup

Tipper

Van
The fuel type:

Diesel

Elec.

LPG

Petrol

Hydrogen
The vehicle’s year of manufacture.
The Carweb database does not have a year of
manufacture for every single vehicle. If no year is
found, TW looks into vehicle makes file within the
rates and will use the earliest year of
manufacture it has for that vehicle.
YCT.Lookup.Varchar
Field used to indicate success or failure of the
call:

Success – returned empty

Failure – contains failure reason
YCT.Lookup.GVW
The Gross Vehicle Weight
YCT.Lookup.Capacity
The vehicle Capacity
(Open-i Truck) Open GI
Locate Bookmark
54
Open-i Truck
Vehicle Registration Lookup (ROI)
Click here for Vehicle Registration Lookup (UK/NI).
This feature has to be explicitly activated by Open GI. It can also be activated at branch level as well
as system level, which therefore allows units to now be allocated per branch if necessary. For more
information, please contact your Account Manager or the Sales Department on 01905 754455.
The Vehicle Look Up web service call is now also available as a frame calculation. Please speak to
your account manager if you wish to utilise this functionality.
The Motor and Truck ROI quotation products support a web-service-based vehicle lookup feature
with a valid registration number.
Vehicle Registration Lookup has been added to prompt for a vehicle registration (ESC F), which then
calls an internet service to return the correlating vehicle details to the Writer product so that the
vehicle make, model, etc fields can all be automatically populated.
Using The Vehicle Lookup (ROI)
1. From within the Writer product, press the Vehicle Lookup button (ESC F).
2. A window will appear and request the vehicle registration.
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Open-i Truck
3. Enter the registration and press the OK button (RETURN).
4. The lookup process will take about 2-3 seconds. One of the following will happen:

If an explicit registration match is returned, the pop-up closes and the correlating vehicle
details are automatically populated.

If an explicit registration match cannot be returned by Carweb they will return the ABI
Vehicle code of their “best guess” vehicle. The ABI Vehicle code returned will be looked
up in the rates (Guide table) in order to extract the full vehicle details for that vehicle. This
"best guess" vehicle can be selected by pressing the Yes button (RETURN) or you can
click Cancel to manually select the vehicle details.
The example screen above shows the Motor best guess dialog although the process is the same for
Truck.
There is a default timeout limit of 10 seconds, which is held in the TruckWriter Broker Amendment
screen 3 and can be changed if necessary.
The lookup feature is also available for MTA transactions. For example, when vehicle details have
changed.
Vehicle Registration Lookup via Frame Calculations (ROI)
Please speak to your account manager if you wish to utilise this functionality.
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Frame calculations have been added to allow access to the internet Vehicle Lookup functionality via
the vehicular quote engines. This is an advanced calculation and will require enabling on a per
machine basis. The frame calculation does not generate this information itself, and for information to
be returned to the request, the appropriate releases of the quote engines will be required.
The syntax of the frame calculation operations are as follows:
INIT-VEHICLE-LOOKUP
<vehicle-lookup variable 1>
<vehicle-lookup variable 2>
WRITE-VEHICLE-LOOKUP
The <vehicle-lookup variables> are:
Frame Calc Variable
Definition
YCT.Lookup.Reg
The vehicle registration mark
YCT.Lookup.QE
The quote engine to be called:

MW MotorWriter

TW TruckWriter
Successful completion of the function call will be indicated by the value returned in
YCT.Lookup.Varchar. The field will be returned empty if the call was successful. Otherwise it will hold
the failure reason.
Once the individual quote engine releases have been made, the information returned from a valid
lookup will have the following content:
Frame Calc Variable
Definition
YCT.Lookup.ABI.Code
ABI Car Code
YCT.Lookup.Car.Code
Open GI Car Code
YCT.Lookup.Make
The vehicle manufacturer (e.g. FORD)
YCT.Lookup.Model
The vehicle model (e.g. TRANSIT)
YCT.Lookup.Type
The model type (e.g. SPORT VAN)
YCT.Lookup.Engine.Size
The vehicle’s engine capacity
YCT.Lookup.Body.Type
The body type:

Pickup
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Open-i Truck
YCT.Lookup.Fuel.Type
YCT.Lookup.Manf.Year

Tipper

Van
The fuel type:

Diesel

Elec.

LPG

Petrol

Hydrogen
The vehicle’s year of manufacture.
The Carweb database does not have a year of
manufacture for every single vehicle. If no year is
found, TW looks into vehicle makes file within the
rates and will use the earliest year of
manufacture it has for that vehicle.
YCT.Lookup.Varchar
Field used to indicate success or failure of the
call:

Success – returned empty

Failure – contains failure reason
YCT.Lookup.GVW
The Gross Vehicle Weight
YCT.Lookup.Capacity
The vehicle Capacity
YCT.Lookup.best.guess
If ROI Vehicle Registration lookup = "Best Guess"
then the flag is set to "Yes", otherwise leave
empty signifying an explicit match..
(Open-i Truck) Open GI
Locate Bookmark
58
Open-i Truck
Quote Enrichment Services
Quote Enrichment Services
Quote Enrichment Services enable brokers to provide more competitive, real-time rates to clients.
This can be based on additional quote enrichment data such as credit history, postcode rating and
other more specific personal data. The Open GI quote engine make a web service call to the
insurer’s rating engine and quotes are returned in real-time.
Please note that, in terms of hardware, you must have an MLS server connected to the internet in
order for the quote enrichment web service(s) to work.

Aviva Quote Enrichment returns additional 'enrichment’ data relating to the client and vehicle
(Dynamic Pricing). The Aviva service is only called if the mandatory fields that Aviva require to be
populated are populated and also if the Aviva schemes are included in the generated quotation.

Full Postcode Rating automatically acquires the full postcode rating details (taking generally less
than 2 seconds) for the vehicle-overnight postcode and proposer's residency postcode and if
successful, they will supersede the postcode rating details in the local TruckWriter rates. There
are no additional mandatory questions for Full Postcode Rating.

Informed Quotes (Insurance Initiatives Ltd (IIL)) helps to combat fraud and facilitates more
competitive pricing for personal lines insurers. The IIL service is only called if the mandatory
fields that IIL require to be populated are populated and also if the IIL schemes are included in
the generated quotation.

MyLicence - allows insurers the ability to rate on DVLA data held against a driver’s licence to
help combat fraud (it is not used to update / refresh any of the self-declared details that may have
been typed into TruckWriter.
Quote Enrichment Services Summary
Enrichment Type
Country
Question Set
Validation
Extended?
Service called at
New Business?
Service Called At
Mid Term
Adjustment?
Aviva Quote
Enrichment
UK/NI
Yes
Yes
Yes
FPR (Full
Postcode Rating)
UK/NI
No
Yes
Yes
IIL (Informed
Quotes)
UK/NI
Yes
Yes
No
MyLicence
UK
Yes
Yes
Yes*
(* permanent Mid
Term adjustments
for new drivers
only)
Currently in Truck, schemes can support both Full Postcode Rating and IIL (Informed Quotes).
Quote Enrichment services are not called at renewal.
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Open-i Truck
Refer to the Consent for Searches - A Brief Explanation page.
(Open-i Truck) Open GI
Consent for Searches - A Brief Explanation
The very first form of quote enrichment supported by Open GI was the Aviva quote enrichment
service, which was released in 2010 for Motor. This Aviva enrichment service had the capacity to
check various public databases as well as private databases and also to perform a soft credit search.
In order for this to be legal, the integration of their service into MotorWriter and now TruckWriter
means that a new question had to be added to ask permission for the private searches and credit
searches to be performed by the Aviva service. This is shown below:
As there is no space on the main TruckWriter Quotation screen (the four panelled display) to show all
the wording and the field, it has to be accessed by answering ‘Yes’ to a trigger question, which is the
Searches Consent field shown below:
It is important to realise that this trigger question is not the consent question – it is just a trigger field,
like any other trigger field in TruckWriter, to gain access to the Consent for Searches pop-up.
As a rule, if a third party enrichment service supports any form of searching, then it is the Consent
for Searches question that fully controls the level of searching (public and/or private and/or credit
rating) that these third party enrichment services will be allowed to perform on the customer:
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Open-i Truck
Consent for Searches Answer
Search/Searches that the third Party
Enrichment Service is Allowed to Perform
Yes *
All the searches supported by the enrichment
service.
No **
Only the public searches supported by the
enrichment service.
Empty (not answered) ***
No searches are performed: third party web
services will not be called by TruckWriter.
* Gives the best chance of generating the best / accurate / competitive price for the scheme(s).
** As you have answered "No", there will be no private searches / credit search (for example, Aviva).
Therefore the best price may not be obtained from the insurer whose schemes support the
enrichment service. The following message on the quotation screen will highlight this:
*** High risk that the relevant scheme(s) will give a no-quote/refuse (for example, Aviva)
The Searches Consent> trigger field (and therefore the underlying Consent for Searches pop-up)
will only appear in TruckWriter if any third party enrichment service has been activated on your back
office system (this is typically done by Open GI and you will get a system notice as part of this listing
all the insurer schemes that support that particular enrichment service).
(Open-i Truck) Open GI
Aviva Quote Enrichment
You will require an agency with Aviva in order to complete the business.
Aviva Quote Enrichment returns additional ‘enrichment’ data relating to the client and vehicle
(Dynamic Pricing). The Aviva service is only called if the mandatory fields that Aviva require to be
populated are populated and also if the Aviva schemes are included in the generated quotation.
Key Points For Aviva Quote Enrichment

The Consent for Searches field is mandatory
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
The proposer name and address and any additional driver names are mandatory

MTAs will result in a call to the Aviva enrichment service.
The Consent for Searches question in relation to the Aviva enrichment service is detailed below:

If you answer "Yes" to the Searches Consent trigger question, then the underlying pop-up will
display with the full Consent for Searches question, which can then be answered "Yes" or "No".
This essentially guarantees that TruckWriter will call the Aviva web service when invoking a
comparative quote (assuming Aviva quote enrichment has been activated).

If you answer "No" to the Searches Consent trigger question, then this means the underlying
pop-up with the full Consent for Searches question is not shown and therefore not answered. As
a direct consequence of this, the Aviva web service will not be called and so the Aviva scheme(s)
will return a refuse quote.
You can now refer to the Continuing With Quote Enrichment page if required.
(Open-i Truck) Open GI
Full Postcode Rating
TruckWriter will automatically acquire the full postcode rating details for the vehicle-overnight
postcode and proposer's residency postcode and if successful, they will supersede the postcode
rating details in the local TruckWriter rates.
If a postcode's rating is not in the Full Postcode Rating file, then no Full Postcode Rating will be
available to the quote logic and it will be up to the insurer whether they refuse the quote or not. In this
situation, the local postcode rating will not be used.
Key Points For Full Postcode Rating Quote Enrichment

There are no additional rating questions and no additional screens added into TruckWriter to
support this particular enrichment service.

The Full Postcode Rating service does NOT have any relationship with the issue of consent.
(Open-i Truck) Open GI
Informed Quotes Enrichment (Insurance Initiatives Ltd)
Informed Quotes (Insurance Initiatives Ltd (IIL)) helps to combat fraud and facilitates more
competitive pricing for personal lines insurers. The IIL service is only called if the mandatory fields
that IIL require to be populated are indeed populated and also if the IIL schemes are included in the
generated quotation.
TruckWriter can automatically acquire the 'Informed Quotes' enrichment data whenever a single or
comparative quote is invoked, which will then be fed into the insurer's underwriting rules.
Key Points For Informed Quotes Quote Enrichment

The proposer name and address and any additional driver names are mandatory

The Consent for Searches field (mandatory to trigger call IIL enrichment service)
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Open-i Truck

At Mid Term Adjustment, there is no call to the IIL web service. The enrichment data from New
Business is used.
The Consent for Searches question shown below is relevant to the 'Informed Quotes' enrichment
service from IIL (Insurance Initiatives Ltd), as detailed below:

If the Consent for Searches question is answered "Yes" or "No", then this guarantees that
TruckWriter will call the 'Informed Quotes' web service when invoking a comparative quote.
This is because it implies the customer has been made aware that searches will be made on
them. i.e. the screen has been displayed and the question answered.

If you answer "No" to the Searches Consent trigger question, then this means the underlying
pop-up with the full Consent for Searches question is not shown and therefore not answered. As
a direct consequence of this, the comparative quote will not call the 'Informed Quotes' enrichment
service and so no enrichment data will be directly supplied from the 'Informed Quotes'
enrichment service.
However, insurers have a requirement to know when this particular scenario occurs (the
Consent for Searches is unanswered and therefore the 'Informed Quotes' web service is not
called) and may or may not apply specific rating for this situation.
In order to support this scenario, an alternative static enrichment result is produced by
TruckWriter itself, which the insurer ratings will then be able to recognise and rate
accordingly. If this particular scenario was not flagged to the insurer rating, then it would be
the same as if 'Informed Quotes' was physically deactivated on your MLS - insurers have a
requirement to be able to distinguish.
You can now refer to the Continuing With Quote Enrichment page if required.
(Open-i Truck) Open GI
MyLicence
MyLicence
The MyLicence Quote Enrichment Service is activated by Open GI in the Proxy Gateway Settings.
MyLicence is as an ‘enrichment’ at New Business quotation or during a permanent Mid Term
adjustment for new drivers only.
MyLicence allows insurers to gain access to rate DVLA data held against a driver's licence to help
combat fraud (it is not used to update / refresh any of the self-declared details that may have been
typed into TruckWriter).
Due to sensitivity of the DVLA data, it is never shown on screen and there will be no reference in the
workings to the DVLA data. If an Insurer scheme uses MyLicence, the Quote workings are restricted.
A call is only made if the Driving Licence Number is valid AND the driver has answered "Yes" to the
MyLicence Consent dialog.
Purging Of Data
As the data returned is of sensitive nature, the MyLicence data will be purged:

After it expires - this is after 30 days for prospects

After 1 year or when the quote expires.
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Key Points For MyLicence

A valid UK driving licence number of 16 characters must be entered. If some drivers have valid
driving licence numbers but not others, then an enrichment call will be made but only for the
drivers with a valid licence number.

If an invalid Driving licence number is entered or the Driving Licence number field is left blank
then the MyLicence data for that driver will not be requested and the risk will rate on the entered
conviction details.

If no response is received back from the MyLicence database, schemes supporting the
enrichment will have the option to use the locally held conviction data for rating purposes.

The licence held must be one of the following: Full, Provisional, Rest'd 3 + yrs, Rest'd < 3 yrs,
Disqualified

The Consent for MyLicence dialog must be answered "Yes" although the service does NOT
have any relationship with the issue of consent (Consent for Searches) The current Consent for
Searches question cannot be used, because:

MyLicence consent has to be driver level

The DVLA have strict rules on the consent wording for the MyLicence Consent question
and is totally different to the standard consent for searches question

MyLicence consent wording differs between proposer and additional drivers
The Consent for MyLicence Dialog - New Business (Proposer)
A valid licence number must be entered under the Personal Details section of the Quotation screen:
When a quotation is produced, for the Proposer the following Consent for MyLicence dialog is
displayed:
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The Consent for MyLicence dialog will only be displayed if the MyLicence service has been
switched on.
The licence numbers for any additional drivers is stored on TW3 Frame(s).
Using The Consent For MyLicence Dialog - New Business
The Consent for MyLicence screen will be displayed per driver who has a valid licence number
entered:


The default answer is "Yes" to the Consent for MyLicence trigger question. Click the OK button
(RETURN) to confirm this and TruckWriter will call the MyLicence web service when invoking a
comparative quote. The following wordings will be shown and printed in the quotation workings:

When the MyLicence scheme has quoted a premium - "This quotation has been
calculated by the Insurer using external data sources. In the event you need to query the
quotation or price quoted, please refer the risk to the Insurer".

When the MyLicence scheme has declined - "This risk is no longer eligible for cover
under this Insurance product; please find an alternative Insurance Product".
If you answer "No" or blank to the Consent for MyLicence trigger question, then the MyLicence
web service will not be called and default rating is used.
The Consent for MyLicence Dialog - Mid Term Adjustment
The Consent for MyLicence screen will only be displayed at Mid Term Adjustment when a new
driver with a valid licence number has been added:
Refer to the Amend Driver Details page and the Add Driver section.
(Open-i Truck) Open GI
Locate Bookmark
65
Open-i Truck
The Consent For Searches Question Explained
Validation Of The Consent For Searches Question
Please also refer to the Consent for Searches - A Brief Explanation page for further information.
The validation built into TruckWriter ensures that as a minimum the Consent for Searches question
is answered with either a "Yes" or a "No". This will in turn result in as many enrichment services
being called as possible as part of any quote request and so giving the insurer schemes the better
chance of quoting a competitive premium. Please note that it is still possible to leave the Consent
for Searches field empty if there is a need to opt out of any third party enrichment service from being
called from TruckWriter.
The Consent For Searches question will now behave as follows when invoking a quote:
Scenario 1: New Risk – Keyed In From Scratch Or A Default Is Loaded
If the Searches Consent> is empty (blank) then:
1. The Searches Consent> is automatically set to "Yes".
2. The Consent for Searches pop-up automatically displays.
3. The Consent for Searches question is automatically populated with "Yes".
4. You can click the OK button (RETURN) to confirm or change it to a "No" and then click the
OK button (RETURN).
5. You can then re-invoke the comparative quote request.
Scenario 2: New Risk – A Default is Loaded (where Consent for Searches has been
set as "Yes" or "No")
If the Searches Consent> field is "Yes" and the Consent for Searches is "Yes" or "No", then:
1. The Consent for Searches pop-up is automatically displayed.
2. You can click the OK button (RETURN) to confirm or change it and then click the OK button
(RETURN).
3. You can then re-invoke the comparative quote request.
Scenario 3: Loading An Existing Risk - Consent for Searches Unanswered
When loading Into Advanced Prospect Management or Core Back-Office (ESC L), the behaviour is
Identical to that detailed Scenario 1.
Scenario 4: Loading An Existing Risk - Consent for Searches Answered
When loading Into Advanced Prospect Management or Core Back-Office (ESC L). the current
answer is honoured and you are not re-prompted.
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Scenario 5: Searches Consent> Is Set To "No"
You have explicitly set the Searches Consent trigger question to "No", which leaves the Consent
for Searches field as empty. This is honoured and you are not re-prompted.
For all 5 scenarios, if the Searches Consent> field is subsequently cleared, then the behaviour will
be as detailed in Scenario 1.
(Open-i Truck) Open GI
Continuing With Quote Enrichment
1. Once all the mandatory Truck risk details have been provided, the Quotation Screen is then
displayed:
2. To generate a set of quotations once you have entered all the necessary details, you can use
one of the following options:

Press ESC W to generate a single insurer quotation and examine the workings. You
cannot save the details to Core Back-Office from within this option or print a quotation.

Press the Quote Selected button (ESC Q or RETURN) to select one of the insurer lists

Press the Quote All button (ESC A) if you want to generate quotations for all the
insurers.
3. The quote process with Quote Enrichment will now take place. You can now refer to The
Quote Process with Quote Enrichment page.
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The Quote Process with Quote Enrichment
When you invoke a quotation, there are a number of checks that Truck will perform in connection
with the quote enrichment mechanism, which may result in a dialog appearing.
The checks that take place are detailed below, along with the potential outcomes:
Quoted With An Enrichment Response:
If all the validation has passed, then the enrichment request will be generated and posted off to the
relevant enrichment services.
The following message is displayed:
or the following is shown for any subsequent quotes where one or more parts of the risk have been
changed since the initial quote that warrants a new enrichment call:
As soon as all the responses from all the enrichment services have been received, then the local
rating is executed which will pick up an relevant enrichment data in order to help generate the
premiums. The quote continues as normal with the enrichment response details applied to the
relevant scheme(s) rating rules:
A message is displayed confirming the quote enrichment has taken place, as shown below:
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An "E" against a scheme on the results screen denotes that the scheme has been enriched.
However, you can press ESC 0 (Zero) on a scheme to see a summary of what enrichment(s) have
applied.
If the quotation is saved, the Consent for Searches field is saved on the TW Frame and a ERT risk
level frame generated for each form of enrichment that applied to the scheme.
Quote Enrichment - (New Business/Rebroke) Dialog:
If no enrichment response has been detected after the timeout period, a Quote Enrichment - (New
Business/Rebroke) dialog will be displayed:
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Viewing Quote Enrichment Scheme Information
You can review the status of any available quote enrichment supported by a scheme by using ESC 0
(Zero) or you can use the ESC 1 key press to display a dialog box giving a summary of how many
schemes were enriched and by which enrichment provider.
These are detailed below.
View Supported Enrichment Services (ESC 0)
You can review the status of any available quote enrichment supported by a scheme by using ESC 0
(Zero) as follows:
A Scheme With Enrichment
If a scheme has been enriched, indicated by the "E", the following is displayed when ESC 0 (Zero) is
pressed:
The above screen shot shows that Aviva Quote Enrichment and Full Postcode Rating are
activated on your system. The Aviva Quote Enrichment is supported by the scheme and has been
applied.
In the example below, Full Postcode Rating and Informed Quotes have been applied:
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A Scheme Without Enrichment
If the scheme hasn't been enriched, the following is displayed when ESC 0 (Zero) is pressed, as
highlighted below:
Summary of Schemes Enriched (ESC 1)
The ESC 1 key press displays a dialog box giving a summary of how many schemes were enriched
and by which enrichment provider, as shown below:
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This will also where possible give a reason if a certain enrichment provider was not called for the
quote: for example, if it’s not been activated or consent has not been answered or it’s a multi truck
risk.
(Open-i Truck) Open GI
The TW Frame
The TW Frame with the Consent for Searches field highlighted is displayed below:
This field shows whether or not the client has agreed to private searches as part of the quote
enrichment process.
(Open-i Truck) Open GI
Locate Bookmark
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Quote Enrichment Back-Office Frame (ERT)
Each form of enrichment that has applied to a scheme is represented by an ERT (Enrichment for
Truck) risk level frame. If the risk is saved back to Advanced Prospect Management or the Core
Back-Office, it is appended to the standard TruckWriter frames.
The ERT frame cannot be updated.
The example below shows that Aviva Quote Enrichment has been applied:
The ERT Risk Details Frame
The ERT Frame and its keywords are shown below:
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Field
Keywords
Description
Enrichment Service
ERT.Service
The Enrichment Service that has
applied.
Enrichment Quote Ref
ERT.enrichmentrequestid
Unique identifier returned from
insurer’s enrichment web
service for this particular
enrichment event. This helps
with any investigations.
Date/Time
ERT.enrichmentdate /
ERT.enrichmenttime
Datestamp from Open GI
enrichment hub when it got a
response from insurer’s
enrichment service
Insurer Scheme Code
ERT.Insurerscheme
The insurer scheme code.
Open GI Log Id
ERT.Ogixmllogid
This is an additional piece of
information to assist with any
potential investigation work (for
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Open GI and/or the Insurer)
connected to the enrichment.
Result
ERT.Result
The result and error message if
a failure:
“Success” or “Failure"
(Open-i Truck) Open GI
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4: Obtaining A Quotation
Obtaining A Quotation
This section describes how to complete the Main Quotation screen and the other windows
associated with a quotation. All the quotation screens adhere to ABI requirements.
To obtain quotations:
Access TruckWriter as described in the Accessing TruckWriter section. TruckWriter displays the
TruckWriter Main screen:
The main quotation screen is divided into five windows:

Vehicle Details Window - these fields relate to details relating to the vehicle.

Policy Type Window - this field determines the type of policy required.

Driver Details Window - these fields allow you to enter details relating to each driver of the
vehicle.

Additional Cover Details Window - these fields allow you to enter details relating to the insurance
cover.

Other Details Window - these fields are for any additional details (including custom quote and
additional Aggregator Question if enabled)
The system includes the following additional windows which depend on the field entries in the main
quotation screens:
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
Additional Vehicles - once you have entered information for Vehicle 1, you can add up to 4
additional Vehicles.

Additional Driver - you are provided with Additional Driver screens for up to 4 named drivers, if
you specify any or named drivers as an option.

Accident Details Window - you are provided with Accident Detail screens for the proposer and
any other drivers on the policy or previous policy.

Conviction Details Window - you are provided with a Conviction Detail screen for the proposer
and any named driver. This screen appears automatically if a rider indicates previous
convictions.

Illness/Disability Details Window - You are provided with a Disability Detail screen which
appears automatically if a driver indicates any illness or disability.
The following sections detail the options available for each field on a screen. Not all fields are
mandatory and the system makes certain assumptions (referred to as defaults) if you do not enter
any information.
Different Broker procedures demand different information to generate a quote. We describe how to
complete every field, you can, however, generate quotations by only completing some of the fields.
The fields you need to complete depend on your company procedures and how your system has
been configured. Certain fields already contain default entries when you start a quotation. You can
change these entries if required.
Many entry fields allow you to call up a list of entries from which you can make a selection. To
access the list for a specific field press F1.
Data lists contain bolder characters. These indicate the short codes that you can enter to select the
data directly from the field, for example for Computer Services you could enter “CPSV” in the
relevant field and the system would automatically update the field text to Computer Services. If
you cannot remember the codes you must use the following procedure:

use the cursor keys to highlight the item on the list that you require, then press RETURN. The
selected text is entered in the field;

if the item is not displayed you can use the scroll keys to move through the list.
Alternatively, in long lists, such as countries, you can press the first letter of the item required to
display the alphabetic section containing that item. For example to select “United Kingdom”, press
“U”, and the system places the cursor over the first country beginning with U. Use the arrow keys to
select “United Kingdom”, and press RETURN.
You are also provided with a string search facility, as described in the chapter entitled Getting
Started.
To exit a pop-up window without saving any entries you have made, press ESC or ESC ESC. You
are returned to the screen you are working on.
(Open-i Truck) Open GI
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Vehicle Details Window
Vehicle Details Window
Vehicle Details Window
This section describes how to complete the Vehicle Details window:
This is the first window that you are required to complete in order to generate a quote. It contains the
details of the vehicle that the proposer wants to insure. The entries supplied by the system utilise the
full ABI vehicle list details.
You may not be required to complete all the fields. However, the more details you enter, the more
accurate the quote.
Category
Enter the type of vehicle to be insured
here. Press F1 for a list of possible entries.
There are two ways of selecting a vehicle. Please
refer to the Selecting a Vehicle section below for
further details.
Make
Enter the make of the vehicle, for example,
Foden or Volvo. Press F1 to display a list of
possible entries.
There are two ways of selecting a vehicle. Please
refer to the Selecting a Vehicle section below for
further details.
Model
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Enter the model of the vehicle. Press F1 to
display a list of possible entries. If the relevant
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model is not listed here, then you can enter the
model name manually instead.
There are two ways of selecting a vehicle. Please
refer to the Selecting a Vehicle section below for
further details.
G.V.W.
Enter the gross weight of the vehicle here in
kilograms, up to 99999 kg.
Capacity
Enter the carrying capacity of the vehicle, up to
99999 kg.
Engine Size
Enter the engine capacity in cubic centimetres,
for example, 2500 not 2.5. If you leave this field
blank the system allows you to select the engine
capacity when you complete the Type field.
You can enter standard capacity to within 5% of the actual capacity, for example 1000, 2000 etc. The
system displays precise capacities when you view the type help window, for example, 999, 1993, etc.
Registration
Enter the registration of the vehicle, for example
ABC 123D or D123 ABC.
Registration number validation has been
tightened up to not allow the numeric part of a
vehicle registration plate to begin with a zero.
This only applies to the older registration formats
(pre 2001) that follow the X999XXX or XXX999X
style.
Vehicle Registration Lookup
Vehicle Registration Lookup (UK/NI only) has
been added to prompt for a vehicle registration
(ESC F), which then calls an internet service to
return the correlating vehicle details to
TruckWriter so that the vehicle make, model, etc
fields can all be automatically populated.
This feature has to be explicitly activated by
Open GI. For more information, please contact
your Account Manager or the Sales Department
on 01905 754455.
Year Made
When you enter the registration, the system
completes the year automatically. However, most
registrations cover two years and you can enter
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the year that the vehicle was manufactured. This
is a mandatory field.
Type
When you place the cursor in this field a pop-up
window may be displayed, containing
manufacturing years for each vehicle type. It will
not appear for makes of vehicles with no models
associated with them on the system, or when the
model name has been entered manually. Select
from the pop-up window which is displayed
automatically if there is more than one type for
that model and year. If the relevant type is not
listed, then you can enter the correct details
manually.
This window displays engine capacities, vehicle type, fuel type (P=Petrol, D=Diesel), and years of
manufacture as shown. It is possible for different engine capacities to have the same model types.
If you entered an engine capacity in the Engine Size field, the list of vehicle types in the help window
is restricted to the capacity that you entered.
Value
Enter the approximate value of the vehicle. This
is usually obtained from the proposer. This field
is mandatory.
Cover
Enter the kind of cover that the proposer
requires. The options are Comprehensive, Third
Party, or Third Party, Fire and Theft. This is a
mandatory field.
Years NCB
Enter the number of years of No Claims Bonus.
The system displays the NCB Details window.
NCB Type
Enter the type of vehicle that the NCB was
earned in. Press F1 to display a list of possible
entries.
NCB Country
Enter the country in which the NCB was earned.
Press F1 to display a list of possible entries.
When you have completed these fields, the
system will return to the Vehicle Details window.
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Protected Bonus
Enter “Yes” or “No” to indicate whether insurance
protection is required for the No Claims Bonus. If
you leave this field blank the system defaults to
“No”.
Vol XS
Enter the amount of voluntary excess the
proposer is prepared to pay, up to £9999.
Details
This field is used to enter further details about the
vehicle. You must enter “Yes” in this field before
completing a quotation, as some of the fields in
the Truck Details screen are mandatory. When
you enter “Yes”, the system displays the Truck
Details window:
Truck Details window
Vehicle Code
You can enter the system code that relates to the
vehicle make and model you entered previously.
If you did not enter a vehicle make and model,
you can enter a code here that will generate the
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correct field entries in the Make and Model fields.
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Owner
Specify the owner of the vehicle, e.g. Proposer,
Company, etc.. Press F1 to display a list of
possible entries.
Keeper
Specify the keeper of the vehicle, e.g. Proposer,
Spouse, etc.
Doors
How many doors the vehicle has, including
hatchbacks.
Seats
The number of seats the vehicle has.
Fuel
Enter the type of fuel used by this vehicle, e.g.
petrol. The system displays the fuel type when
you enter the make and model of the
vehicle. You can amend it if the entry is
incorrect. Press F1 for a list of possible entries.
Transmission
Enter the type of engine transmission, for
example, Manual or Automatic.
Parking
Enter the location of the vehicle when it is not is
use, i.e. overnight.
Structure
If you selected “Garaged” for the previous field,
this field will be enabled. Enter the type of
structure the vehicle is kept in. Press F1 for list of
possible entries.
Parking Postcode
Enter the postcode of the location where the
vehicle is normally kept when not in use. If you
are creating a policy for more than one vehicle, a
different parking postcode can be specified for
each one.
Mileage
Enter the expected mileage per annum of the
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vehicle, up to 999999 miles.
Purchase Date
Enter the date on which the vehicle was
purchased by the Proposer in the format
DD/MM/YYYY.
Price
Enter the price that the Proposer paid for the
vehicle, up to £99999.
Origin Country
Enter the country that the vehicle came
from. Press F1 for a list of possible entries.
Security/ Alarms
This field gives you access to the Security
Details Popup Window if required. The default is
“No”.
Selecting A Vehicle
There are two ways of selecting a vehicle.
Vehicle Selection 1
If the vehicle is below 3.5 tonnes GVW you can select a vehicle from the ABI list using a method
similar to MotorWriter:
1. Choose Make
2. Choose Model from list
3. Use engine size and year made to 'filter' the list of required vehicles and choose the type
required GVW, Carrying Capacity and Category are filled in from details of vehicles in the ABI
list held on the system. Please note that the ABI currently only list vehicles of 3500kg GVW or
under.
The ABI vehicle list used by TruckWriter only contains vehicles up to 3.5 Tonnes GVW. Any vehicle
larger than this should be input using the method below.
Vehicle Selection 2
1. Choose Category
2. Specify the Make
3. Type in required GVW, Carrying Capacity, Engine Size, Year Made etc Model and Type need
to be entered, but these can be filled in as "FREE TEXT" using whatever you feel may be
useful.
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Any vehicle below 3.5t GVW that is not listed by the ABI can be input using this method.
The ABI vehicle list used on the TruckWriter lists a vehicle's years of production. In some cases the
year of first registration can be considerably after the year listed. To cater for this the system allows
you to key in a year of registration of up to 2 years after the ABI vehicle list shows production to have
ceased.
Therefore, great care must be taken to ensure you have selected the correct vehicle. The years of
production are displayed in the Select Truck window, please take note of them, as although the
vehicles may have an identical description, there could be a difference in the group rating.
Quoting using the Free Text facility (Vehicle Selection 2) will generate a premium based on the
information entered. All risks quoted using this method should be referred to the insurer prior to
issuing cover.
(Open-i Truck) Open GI
Security Details Pop-Up Window
Many insurers offer substantial discounts for certain vehicle security devices. Some insurers insist
that the vehicle has suitable security before they will even offer a policy.
The proposer should know whether the vehicle has a security device fitted. Since the proposer may
not know the exact name of the fitted device at the time you are quoting, you are provided with an
‘Unspecified’ option. If you use this option the system does not use the guarantee indicator when the
premium is calculated. This safeguards the insurer and broker.
For the benefit of the proposer you should generate a quote with no security devices. The system will
use the guarantee indicator to generate the premium. You can then re-quote using the ‘Unspecified’
option and indicate to the proposer the possible premium savings as a result of having an approved
security device. Once the proposer provides the exact information concerning the security device you
can re-quote to provide a guaranteed quotation.
If you enter “Yes” in this field, the Security/Alarm Device pop-up is displayed:
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Complete the fields on this screen if the proposer has any security devices as required:
Immobiliser
Enter the type of immobiliser if one is fitted. Press F1 to
display a list of possible entries, including ‘Unspecified’ if
the type is not listed.
Fitted By
If an immobiliser is fitted, specify who fitted the device,
for example, manufacturer, proposer, etc. Press F1 to
display a list of possible entries.
Alarm
Enter the type of alarm if one is fitted. You can select
‘Unspecified’ if the type is not listed.
Fitted by
If an alarm is fitted, specify who fitted it, for example,
manufacturer, proposer, etc. Press F1 to display a list of
possible entries.
Tracker
Enter the name of the tracking device if one is fitted.
Press F1 to display a list of possible entries.
Fitted By
If a tracker is fitted, specify the details of who fitted
it. Press F1 to display a list of possible entries.
Reversing Alarm
Enter the details of the reversing alarm, if one is fitted.
Fitted by
If a reversing alarm is fitted, specify who fitted it here.
(Open-i Truck) Open GI
Completing The Vehicle Details Screen
Once you have entered the security details, the system redisplays the Vehicle Details screen, and
positions the cursor at the next field.
Load Types
This field is used to record details of any hazardous
substances that the vehicle carries. Enter “Yes” in this
field to display the Load Types pop-up window.
You can enter the details of up to 5 types of hazardous substance carried by the vehicle. Press F1 to
display the options.
Modified
Enter “Yes” or “No” to indicate whether the vehicle has
been modified from the manufacturer’s original
specification. If you enter “Yes”, the Modifications pop
up appears.
1-5
Enter up to 5 modifications that have been made to the
vehicle. Press F1 for a list of possible entries.
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If you select ‘Unlisted’ in one of the 5 fields, the Unlisted Description field will be activated ready for
you to enter information.
L.H.D.?
Whether the vehicle is left-hand drive. This field defaults
to “No”.
ABS?
Enter “Yes” or “No” to indicate whether the vehicle is
fitted with ABS. If you leave this field blank, the system
defaults to “No”.
Container(s)
Whether the vehicle has any detachable containers. The
default value of this field is “No”. Enter “Yes” to display
the Container Details pop-up box.
You may record the details of up to 5 containers for each vehicle. Complete the fields on the screen
as follows.
Value
Enter the value of the vehicle, up to £99999.
G.V.W.
Enter the gross weight of the vehicle in kilograms, up to
999999.
Capacity
Enter the capacity of the vehicle in kilograms, up to
999999
Detached Cover
Whether the Proposer requires detached cover for the
container, attached cover, or both.
Parking
Where the container is normally kept when not in
use. Press F1 for a list of options.
Cover
The type of insurance cover required for this container.
Press F1 for a list of options.
Security
Whether the container has a security device fitted. If you
enter “Yes”, a further pop-up box is displayed, in which
you should enter the kind of tracking device in the
container, and who it was fitted by.
When you have completed this pop-up box, press
RETURN to save the details and continue with the
Vehicle Details, or ESC ESC or F3 to abandon this
screen without saving.
Trailer(s)
Enter “Yes” if the vehicle has one or more trailers. The
system should then display the Trailer Details Pop-Up.
You can enter the details of up to 5 trailers.
The fields on this screen are identical to those found on the Container Details pop-up.
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Complete these fields as necessary. Otherwise skip to the next field with the DOWN ARROW key.
Compressor?
Whether the vehicle has a compressor fitted. If this field
is left blank, it defaults to “No”.
Winch/Hoist
Whether the vehicle has a winch or hoist fitted. This field
defaults to “No”.
Passenger Belts?
Whether the vehicle is fitted with safety belts.
Windscreen Cover
Whether the customer requires windscreen cover or not.
Audio
Enter the value of any audio equipment installed in the
vehicle.
Telephone
Enter the value of any mobile telephone equipment fitted
in the vehicle.
Use
Enter the normal use of the vehicle here. Press F1 for a
list of options.
Radius
Enter the normal operational radius of the vehicle from
the place it is usually parked, e.g. the company
premises.
When you have completed all the necessary fields press RETURN. You will be returned to the main
quotation screen.
(Open-i Truck) Open GI
Entering Information
Entering Information For Additional Vehicles
TruckWriter allows you to enter information for up to 5 vehicles. Once you have completed entering
details for the first, press F9 to display the Vehicle 2 Details window.
Enter relevant information as you did for the first vehicle. If you wish to add further vehicles, simply
complete the Vehicle 2 Details window and press F9 to take you to the next. You can move back
through the detail windows by pressing F8.
See the previous section in this chapter entitled Vehicle Details Window for further details on entering
information in this window.
(Open-i Truck) Open GI
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Other Details Window
Other Details Window
This section describes how to complete the Other Details window of the Quotation screen. When
you have completed the Vehicle Details the system automatically places the cursor in the Other
Details window:
Complete the following fields:
Who Will Drive
Use this field to specify who the drivers of the
vehicle will be. Select one of:

Any Driver

Insured and Named

Insured Only.
If you enter “Any Driver”, the system requires you
to complete the Aged Over field.
If you enter “Insured and Named” you will be
prompted to complete the Number Named field.
If you select “Insured Only”, then you will not be
able to complete either of these fields. The cursor
will move instead to the Further Details field.
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Named Number
This field determines how many Additional
Driver Detail screens the system must display if
you are naming drivers. The maximum number is
four.
Aged Over
Enter the age in years of the youngest driver who
will use the vehicle.
Further Details
Enter “Yes” in this field to enter further details.
The Further Details window will then be
displayed.
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Broker Qs
The Broker Qs field is only displayed if you have
answered "Yes" to the Activate Broker
Question Set on the Broker Amendment Screen
3 and there is a question set XML file present.
Answer "Yes" to the Broker Qs field to display
the Broker Questions / Custom Quote Window.
(Open-i Truck) Open GI
Further Details Window
Complete the following fields:
Policy Term
Enter the required length of the policy in months. The
default value is 12.
Ever Held Insurance?
Enter “Yes” or “No” to indicate whether the proposer has
ever held insurance before. This includes insurance
policies held previously which have lapsed. If you enter
“Yes” then the system displays a Current Insurer
Details dialog box:
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Current Insurer Enter the name of the current insurer if
applicable. Press F1 to display a list of possible entries.
Current Insurer Scheme Enter the type of policy that
the proposer currently holds. Press F1 to display a list of
possible entries.
Period Since Enter the period since the proposer last
held insurance in months and years. You can only
complete this field if you entered “Yes” in the Ever Held
Insurance field and left the Current Insurer field blank.
The system skips this field if the proposer is currently
insured.
Insurance Cancelled/ Special Conditions
Imposed? Enter “Yes” or “No” to indicate whether
the proposer has ever had an insurance policy
cancelled or special conditions imposed.
Once you have completed these fields as necessary, the
system returns to the Further Details menu, and the
cursor is positioned at the next field:
Ever Refused Insurance?
Enter “Yes” or “No” to indicate whether the proposer has
ever been refused insurance.
Any Other Claims
Enter “Yes” or “No” to indicate whether there are any
other claims/losses by any named drivers of the vehicle,
other than the proposer, who are no longer included on
this policy. If you enter “Yes” the system displays the
Claims Details window.
Refer to the section in this chapter entitled Accident Details Window for more information on how to
complete this window.
Non- motoring Convictions
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Enter “Yes” or “No” to indicate whether the driver has
any non-motoring convictions.
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Holding Broker
Enter “Yes” or “No” to indicate whether the client is
currently insured through your brokerage.
Scheme Number
Enter any scheme number if applicable.
If a broker discount has been set up with the scheme
number you enter here for the same insurer, that
discount will be applied. If you leave this field blank, any
discount for the insurer you have selected that has no
scheme number in the Broker Discounts screen will be
applied.
Agg Qs
This field and the Aggregator Question Set will only
appear if Custom Quote is activated for your site.
Enter "Yes" to display the Aggregator Question Set
window.
See the section entitled Creating Or Amending Schemes in the “Preparing TruckWriter For Use”
chapter for details of how to set up schemes.
(Open-i Truck) Open GI
Broker Questions / Custom Quote Window
You will need to contract with Open GI for your own question set to be supported. Questions
captured by Aggregator are also available within the quotation engines for brokers who have
contracted for Custom Quote.
Custom Quote gives you the ability to integrate broker specific questions seamlessly into the
TruckWriter question set for the purposes of rating.
Once you broker-defined question set is declared, they are stored in an XML file that is released as
part of the rates.
A question set can only be server specific and not branch specific.
The Broker Qs field is only displayed if you have answered "Yes" to the Activate Broker Question
Set on the Broker Amendment Screen 3 and there is a question set XML file present.
Answer "Yes" to the Broker Qs field to display the Broker Questions / Custom Quote window. An
example of a Custom Quote window is shown below:
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The BQS Frame supports the storage and retrieval of the broker questions.
When you are printing a quotation, your broker question set will be printed for both the Broker and
Client prints.
(Open-i Truck) Open GI
BQS Frame
The BQS Frame supports the storage and retrieval of your broker questions. Open GI release a very
basic BQS frame format which shows all the possible Custom Quote fields and because there are so
many, most of the haven’t got a caption.
To have a more meaningful frame layout, you should generate your own BQS frame format instead.
This is only possible using Open-i where you can use the 'Amend Open-i Frame Display' option. This
allowed you to create your own BQS Open-i frame where you can add your own captions and
reference the BQS fields that match your question set.
The basic Open GI BQS frame format is shown below:
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BQS Keywords
Field Name
Type
Description
BQS.YesNo1
QR19
Generic Yes/No field
BQS.YesNo2
QR19
Generic Yes/No field
BQS.YesNo3
QR19
Generic Yes/No field
BQS.YesNo4
QR19
Generic Yes/No field
BQS.YesNo5
QR19
Generic Yes/No field
BQS.YesNo6
QR19
Generic Yes/No field
BQS.YesNo7
QR19
Generic Yes/No field
BQS.YesNo8
QR19
Generic Yes/No field
BQS.YesNo9
QR19
Generic Yes/No field
BQS.YesNo10
QR19
Generic Yes/No field
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BQS.Date1
DD/MM/YYYY
Generic date field
BQS.Date2
DD/MM/YYYY
Generic date field
BQS.Date3
DD/MM/YYYY
Generic date field
BQS.Date4
DD/MM/YYYY
Generic date field
BQS.Date5
DD/MM/YYYY
Generic date field
BQS.Date6
DD/MM/YYYY
Generic date field
BQS.Date7
DD/MM/YYYY
Generic date field
BQS.Date8
DD/MM/YYYY
Generic date field
BQS.Date9
DD/MM/YYYY
Generic date field
BQS.Date10
DD/MM/YYYY
Generic date field
BQS.Integer1
9999999999
Generic integer field
BQS.Integer2
9999999999
Generic integer field
BQS.Integer3
9999999999
Generic integer field
BQS.Integer4
9999999999
Generic integer field
BQS.Integer5
9999999999
Generic integer field
BQS.Integer6
9999999999
Generic integer field
BQS.Integer7
9999999999
Generic integer field
BQS.Integer8
9999999999
Generic integer field
BQS.Integer9
9999999999
Generic integer field
BQS.Integer10
9999999999
Generic integer field
BQS.Decimal1
9999999.99
Generic decimal field
BQS.Decimal2
9999999.99
Generic decimal field
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Open-i Truck
BQS.Decimal3
9999999.99
Generic decimal field
BQS.Decimal4
9999999.99
Generic decimal field
BQS.Decimal5
9999999.99
Generic decimal field
BQS.Decimal6
9999999.99
Generic decimal field
BQS.Decimal7
9999999.99
Generic decimal field
BQS.Decimal8
9999999.99
Generic decimal field
BQS.Decimal9
9999999.99
Generic decimal field
BQS.Decimal10
9999999.99
Generic decimal field
BQS.FreeText1
X(70)
Generic free text field
BQS.FreeText2
X(70)
Generic free text field
BQS.FreeText3
X(70)
Generic free text field
BQS.FreeText4
X(70)
Generic free text field
BQS.FreeText5
X(70)
Generic free text field
BQS.List1
X(70)
Free text representation of selected
broker list entry
BQS.List2
X(70)
Free text representation of selected
broker list entry
BQS.List3
X(70)
Free text representation of selected
broker list entry
BQS.List4
X(70)
Free text representation of selected
broker list entry
BQS.List5
X(70)
Free text representation of selected
broker list entry
BQS.List1ID
999999
Position in broker list of the selected
entry from BQS.List1
BQS.List2ID
999999
Position in broker list of the selected
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entry from BQS.List2
BQS.List3ID
999999
Position in broker list of the selected
entry from BQS.List3
BQS.List4ID
999999
Position in broker list of the selected
entry from BQS.List4
BQS.List5ID
999999
Position in broker list of the selected
entry from BQS.List5
(Open-i Truck) Open GI
Aggregator Question Set Window
The Agg Qs field and the Aggregator Question Set will only appear if Custom Quote is activated for
your site.
The 14 questions captured by Aggregator are now available within Truck for brokers who contract for
Custom Quote. These questions are stored on the AGT Frame.
These additional questions will not generically be transmitted within the EDI message or captured on
the Mid Term Adjustment screens.
Enter "Yes" to the Agg Qs field on the Further Details window and the following is displayed:
Public Liability?
Select "Yes" or "No" from the drop-down list.
Renewal Date
Select a month from January to December
Member of trade body or
Organisation?
Select "Yes" or "No" from the drop-down list.
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Sign written
Select "Yes" or "No" from the drop-down list.
Driver hotline shown?
Select "Yes" or "No" from the drop-down list.
Type of company
Select from:

PLC

Sole
Established
Enter the year the company was established.
Vehicle imported
Select from:

Europe

Japanese

No

UKSpec

USA
Internal/External Racking?
Select "Yes" or "No" from the drop-down list.
Tipping unit?
Select "Yes" or "No" from the drop-down list.
Refrigerated?
Select "Yes" or "No" from the drop-down list.
How do you pay for your policy?
Select from:

Annual

Monthly
Years NCB on another policy
Select from 0 to 9+
Number of vehicles in household
Select from 1 to 5+
(Open-i Truck) Open GI
Locate Bookmark
97
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AGT Frame
The AGT Frame supports the storage and retrieval of the questions captured by Aggregator for
Truck.
Field Name
Keyword
Description
PublicLiability
AGT.Publicliability
3 coded
PublicLiabRenew
AGT.Publicliabrenew
9 coded
TradeOrganisatn
AGT.Tradeorganisatn
3 coded
SignWritten
AGT.Signwritten
3 coded
BadDrivrHotline
AGT.Signwritten
3 coded
CompanyTypee
AGT.Companytype
4 coded
CompanyEstblshd
AGT.Companyestblshd
9999
VehicleImported
AGT.Vehicleimported
8 coded
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VehicleRacking
AGT.Vehicleracking
3 coded
VehicleTipper
AGT.Vehicleracking
3 coded
VehicleRefriged
AGT.Vehiclerefriged
3 coded
PreferredPaymnt
AGT.Preferredpaymnt
7 coded
OtherVehicleNCB
AGT.Othervehiclencb
2 coded
VehsInHousehold
AGT.Othervehiclencb
2 coded
(Open-i Truck) Open GI
Policy Type Window
This section describes how to enter company details if a company policy is required. When you have
completed the Other Details window, the system automatically places the cursor in the Policy Type
window.
Company Policy
This allows you to access the Company Details
window. Enter “Yes” if you want to enter the
company details.
Company Details Window
This section describes how to enter company details for a company policy. When you enter “Yes” in
the Company Policy field in the Policy Type window, the system displays the Company Details
window:
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This allows you to complete company details as follows:
Company Name
Enter the company name.
Address
Enter up to 4 lines for the company’s address.
Post Code
Enter the company’s post code. This post code
will be automatically transferred to the Business
Post Code in the Additional Cover Details
section. You will be unable to amend the
Business Post Code unless you delete the Post
Code on this Company Details dialog first.
(Open-i Truck) Open GI
Driver Details Window
This section describes how to enter Proposer details. When you have completed the Policy Type
window, the system automatically places the cursor in the Driver Details window. Not all the
information is required for a quotation.
The more information you enter the more accurate the quote will be.
This screen contains the following fields:
Sex
Date of Birth
100
Enter “M” for Male or “F” for Female. This is a
mandatory field.
Enter the proposer’s date of birth. The system
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automatically calculates the age.
This is a mandatory field.
Age
The system completes the Age field
automatically based on the entry in the Date of
Birth field. You cannot make an entry in this field
unless the Date of Birth field has been left blank.
Driving Status
Enter “Yes” or “No” for this field, depending on
whether you want to record the driving status of
the proposer. The default of this field is
“Yes”. The options available if you decide to
record the status of the proposer are as follows:

Main driver

Frequent driver

Casual driver

Non-driver
It is possible to specify the driving status of each driver for each vehicle used.
Employ Details
This allows you to access the Employment
Details window. Enter “Yes” if you want to enter
the proposer occupation details.
Refer to the section of this chapter entitled Employment Details Window for further details.
Personal Details
This allows you to access the Personal Details
window to enter the proposer’s personal
information. Enter “Yes” if you want to enter the
details.
Refer to the section of this chapter entitled Personal Details Window for further details.
Accidents
Enter “Yes” or “No” to indicate whether the
proposer has had any accidents. If you enter
“Yes”, the system automatically displays the
Accident Details window.
Refer to the section in this chapter entitled Accident Details Window for further details.
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Convictions
Enter “Yes” or No to indicate whether the
proposer has any convictions. If you say “Yes”,
the system automatically displays the Conviction
Details window.
Refer to the section entitled Conviction Details Window for further details.
Disabled
Enter “Yes” or “No” to indicate whether the
proposer is disabled. If you enter “Yes”, the
system automatically displays the
Illness/Disability Details window.
Refer to the section entitled Illness/Disability Details Window for further details.
Company Policy
Whether or not the policy is for the entire
company. Enter “Yes” or “No”.
Employment Details Window
This section describes how to enter occupation details for the proposer. This procedure also applies
to any additional driver. When you enter “Yes” in the Employment Details field in the Driver window
the system displays the Employment Details window:
This allows you to complete full or part-time occupation details for the proposer as follows:
Occupation
102
Enter the proposer’s occupation if applicable.
Press F1 to display a list of possible entries.
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Business
Enter the business category of the proposer.
Press F1 to display a list of possible entries.
Status
Enter the employment status of the proposer.
Press F1 to display a list of possible entries.
Full/Part
Enter whether this occupation is full or part time.
Press F1 to display a list of possible entries.
If the proposer has a full and part-time occupation you can enter both by filling in the second part of
the window as necessary. These fields function in the same way as those described above.
Personal Details Window
This section describes how to complete the Personal Details window. When you enter “No” in the
Company Policy field and “Yes” in the Personal Details field in the Driver Details window, the
system displays the Personal Details window:
When you enter “Yes” in the Company Policy field and “Yes” in the Personal Details field in the
Driver Details window, the system displays the Personal Details window. In this instance, the
Name and Address field is displayed as Name for you to enter the company name.
The system fills some of these fields with default details. You can change the defaults that are
displayed using the ‘Default Setup’ option from the Main Options menu.
Refer to the section entitled Configuring Default Settings later in this chapter for the details of this
procedure.
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Marital Status
Enter the proposer’s marital status. Press F1 to
display a list of possible entries.
As required by the ‘Data Protection
Commissioner’ in the Republic of Ireland, Open
GI has removed the ‘Marital Status’ question for
ROI sites.
Residency
The system automatically enters the number of
years of residency in the country when you enter
the date of birth. This can be amended if
necessary.
Licence Type
Enter the type of licence currently held by the
proposer. Press F1 to display a list of possible
entries.
Licence No.
Enter the driving licence number. Enter up to 18
characters.
If you use MyLicence, entering a valid Driving
Licence Number allows insurers access to the
DVLA licence data. This is an ‘enrichment’ at a
New Business quotation or during permanent Mid
Term adjustment for new drivers only.
Validation is performed on the licence number, in
accordance with the rules defined by the DVLA.
Warning messages are displayed, but this will not
prevent you from quoting. An example of one of
the warning messages is shown below:
Period Held
104
There are two fields to complete here. Enter the
number of months or years in the first field, that
the proposer has held a licence. If the licence is
less than one year old, enter the number of
months and enter “M” in the second field.
Otherwise enter “Y” for years.
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Country Issued
Enter the country in which the licence was
issued. Press F1 to display a list of possible
entries.
Other Licence
Whether the Proposer holds any other kind of
driving licence. Enter “Yes” to display the Other
Licence pop-up.
The fields on this screen should be completed as follows:
Operator
Class of licence held. Press F1 for the list of
options.
HGV Licence
Class of licence this driver has to drive a heavy
good vehicle (Classes 1 to 3. Press F1 for
options.
Period Held
How long the licence has been held, in years or
months. Enter a figure in the first field, and “M”
or “Y” in the second for “months” or “years”
respectively.
PSV?
Whether this driver holds a Public Service
Vehicle Licence. Enter “Yes” or “No”.
Forklift?
Whether this driver holds a licence to drive a
forklift truck. Enter “Yes” or “No”.
Complete these fields as necessary and press
RETURN. The system will return to the
Personal Details screen, and system will place
the cursor at the next field:
Motor Orgs
Enter “Yes” or “No” to indicate whether the
proposer is a member of any motoring
organisation. If you enter “Yes” the Motoring
Organisations pop-up window will appear.
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1,2,3
Enter up to 3 motoring organisations to which the
proposer belongs. Press F1 to display a list of
possible entries.
When entering the details of drivers other than the proposer, the Motor Orgs field is not displayed.
Once the details in this pop-up are completed, the system returns to the next field on the Personal
Details screen:
Other Vehicle
Enter “Yes” or ”No” to indicate access to other
vehicles, including past use of a company
vehicle. If you say “Yes”, the system displays an
additional pop-up window which allows you to
detail additional vehicle information.
Refer to the section entitled Other Vehicles Window for details of how to complete the Other
Vehicles screen.
Homeowner
Enter “Yes” or “No” to indicate if the proposer is a
homeowner.
Smoker
Enter “Yes” or “No” to indicate if the proposer is a
smoker.
Drinker
Enter “Yes” or “No” to indicate if the proposer
ever drinks alcohol.
Name
This field is only applicable for company policies.
Enter “Yes” if you want to enter a named driver’s
name. The system displays an additional window,
which allows you to complete the following field:
Name (Driver 1)
Enter the first named driver’s full name.
When you select a company policy, the company address and postcode are automatically copied
from the Company Details dialog into the Driver 1’s details and cannot be amended. This is why the
driver’s address and postcode are not shown for company policies.
Name and Address
106
This field is not applicable for company policies. Enter
“Yes” if you want to enter the proposer’s name and
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address details. The system displays an additional
window which allows you to complete the following fields:
Name Enter the proposer’s full name.
Address Enter up to 4 lines for the proposer’s address.
This is not required to generate a quote.
Post Code Enter the Proposer’s Post Code. This is a
mandatory field.
When entering the details for drivers other than the proposer, only the Name field can be completed.
(Open-i Truck) Open GI
Other Vehicles Window
If you indicated that the proposer has another vehicle, the system displays the Other Vehicles
window.
This allows you to record brief details of other vehicles, whether they are the driver’s own vehicle or a
company vehicle, including past company vehicles.
Own Vehicle Details
You can complete the following fields for the driver’s own vehicle:
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Own Vehicle
Enter “Yes” if the other vehicle is the driver’s own
vehicle. You cannot access the remaining fields
unless you enter “Yes”.
Vehicle Type
Enter the type of vehicle. Press F1 to display a
list of possible entries.
Years NCB
Enter the number of years of No Claims Bonus
on the other vehicle.
Insurer
Enter the insurer of the other vehicle. Use the
pop-up help to access the available list of
insurers. Press F1 to display a list of possible
entries.
Company Car Details
If the other vehicle is a company car, or if the proposer was at any time provided with a car, you can
complete the following fields:
Company Car
Enter “Yes” if the proposer or driver has had
access to a company vehicle. If you leave this
field blank you cannot access the following fields.
Sole Use
Enter “Yes” if the driver was or has been the sole
user of the vehicle.
Years Driving
Enter the number of years the driver was or has
been driving the vehicle.
Date Ended
Enter the date when access to the company
vehicle ended. Leave the field blank if the driver
is still using the vehicle.
Other Car Details
These fields are for recording the details of any other vehicle that the Proposer has access to. These
fields only apply to the Proposer.
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Other Car?
Whether this driver has access to someone
else’s vehicle. If you enter “Yes”, you will gain
access to the following fields.
Proposer
Enter the identity of the Proposer of the policy for
this other vehicle. Press F1 for a list of
alternatives.
Years NCB
The number of years of NCB on this vehicle, up
to 99.
Insurer
Enter the name of the insurer of this
vehicle. Press F1 for the possible options.
When you have completed all the necessary fields, press F11 to return to the main screen.
(Open-i Truck) Open GI
Accident Details Window
This window allows you to record details of any accidents that the proposer or any named driver has
had. A similar screen is used to record details for any driver of the vehicle no longer on the policy.
The Accident screen shown below appears automatically when you enter “Yes” in the following
fields:

Accidents in the Driver Details window.

Any Other Claims in the Further Details window.

Accidents in the Additional Drivers window.
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This window allows you to enter up to 5 accidents. This section describes how to complete the fields
for one accident.
Incident Date
Enter the date of the accident.
Incident Type
Enter the type of incident. Press F1 to display a
list of possible entries.
% Recov
Enter the percentage amount of the claim
recovered.
Claim Amount
Enter the amount of the claim in pounds.
NCB Affect
Enter “Yes” or “No” to indicate whether the No
Claims Bonus was affected. Use the pop-up help
to select your entry.
At Fault
Indicate whether the proposer was at fault: Yes,
Partial, No Blame or Pending.
Pers Inj
Enter “Yes” or “No” to indicate whether any
persons were injured.
TP Cost
Enter the value of any Third Party costs resulting
from the accident.
Policy
Indicate whose policy the claim was made
against: Own, Company, Other or Proposers.
Press F1 to display a list of possible entries.
Description
Enter a description of the accident. Press F1 to
display a list of possible entries.
When you have completed the necessary accident details press RETURN to return to the previous
screen.
(Open-i Truck) Open GI
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Conviction Details Window
This window allows you to record details of any motoring offence that the proposer or any named
driver has incurred previously or may have pending. It appears automatically when you enter “Yes” in
either of following fields:

Convictions in the Driver Details window

Convictions in the Additional Driver window
The Conviction pop-up allows you to enter details of up to 5 offences. This section describes how to
complete the fields for one conviction.
Offence Date
Enter the date of the offence. The system
identifies pending convictions by the date entered
and the remaining fields being blank.
Conviction Date
Enter the date of the conviction. If the conviction
is pending, leave this field blank.
Conv. Code
Enter the conviction code and conviction code
number. Press F1 to display a list of possible
entries.
The GOV.UK website has useful details on
endorsement codes and penalty points:
https://www.gov.uk/penalty-pointsendorsements/endorsement-codes-and-penaltypoints
Sample Type
Enter the type of sample that was provided:
Blood, Breath or Urine. Press F1 to display a list
of possible entries.
Sample Level
Enter the alcohol reading if sample was provided.
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Fine
Enter the value of any fine that was imposed as a
result of the offence.
Disq. Period
Enter the length of any disqualification period in
months or years.
Pnts
Enter any penalty points recorded on the driver’s
licence.
Acc. No.
If the conviction was the result of a particular
accident which you recorded on the accident
screen, enter the accident number.
When you have completed all the necessary conviction details press RETURN to return to the
previous screen.
(Open-i Truck) Open GI
Illness/Disability Details Window
This window allows you to record details of any disability or illness that the proposer or any named
driver may have. The Disability window shown below appears automatically when you enter “Yes” in
either of the following fields:

Disability in the Driver Details window.

Disability in the Additional driver window.
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This window allows you to record a whole range of disabilities or illnesses which may affect the
driver. This section describes how to complete every field, but it is unlikely that you would complete
all the fields for any single driver.
Diabetes
Enter “Yes” or “No” to indicate whether the driver
is diabetic. The default entry is “No” if you leave
this field blank. If you enter “Yes” the system
displays the Diabetes pop-up.
You should complete the following fields.
Years Since
Enter the number of years since the onset of
diabetes.
Years Stable
Enter the number of years that the driver’s
diabetes has been stable.
History Of
Attacks/Coma
Enter “Yes” or “No” to indicate any history of
attacks or coma due to diabetes. The default is
“No” if you leave this field blank.
Controlled By
Enter how the diabetes is controlled. Press F1 to
display a list of possible entries.
Once you have completed the details in this pop-up, press RETURN to continue completing the
Disability Details window:
Sight/ Hearing Loss
Enter “Yes” or “No” to indicate whether the driver
suffers any hearing or sight disability. The default
entry is “No” if you leave this field blank. If you
enter “Yes” the system displays the
Sight/Hearing pop-up.
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Complete the fields as detailed below:
Loss Of Sight - right eye
Enter the percentage of eyesight lost in the
right eye.
left eye
Enter the percentage of eyesight lost in the left
eye.
Disease Related
Enter “Yes” or “No” to indicate whether the loss of
eyesight was disease related.
Years Since
Enter the number of years since the onset of the
loss of sight.
Loss Of Hearing - Right
Ear
Enter the percentage of hearing lost in the right
ear.
Left Ear
Enter the percentage of hearing lost in the left
ear.
Disease Related
Enter “Yes” or “No” to indicate whether the loss of
hearing was disease related.
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Years Since
Enter the number of years since the onset of the
loss of hearing.
Once you have completed these fields as necessary, the system will return to the Disability Details
window.
Loss of Limbs
Enter “Yes” or “No” to indicate whether the driver
has a limb disability. The default entry is “No” if
you leave this field blank. If you enter “Yes” the
system displays the Loss of Limbs pop-up.
You should complete the following fields:
Loss Of Leg
Enter any loss of the lower limbs: Right, Left or
Both. Press F1 to display a list of possible
entries.
Disease Related
Enter “Yes” or “No” to indicate whether the loss of
lower limbs was disease related.
Years Since
Enter the number of years since the loss or loss
of use of the lower limbs.
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Loss Of Arm
Enter any loss of the upper limbs: Right, Left or
Both.
Disease Related
Enter “Yes” or No to indicate whether the loss of
upper limbs was disease related.
Years Since
Enter the number of years since the loss or loss
of use of the upper limbs.
Once you have completed these fields as necessary, the system will return to the Disability Details
window.
Other Infirmities
Enter “Yes” or “No” to indicate whether driver
suffers any other infirmity. The default entry is
“No” if you leave this field blank. If you enter
“Yes” the system displays the Other Infirmities
window shown below.
Other Infirmities Window
Complete the following details:
Other Infirmities
116
Enter any other infirmity that the driver may be
suffering from. The system allows you to enter up
to three other infirmities. Press F1 to display a list
of possible entries.
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Years Since
Enter the number of years since the onset of the
infirmity or disorder.
Years Stable
Enter the number of years since the infirmity or
disorder became stable.
Once you have completed these fields as necessary, the system will return to the Disability Details
window:
Renew Period
Enter how often the driver’s licence must be
renewed, from 0 to 9 years.
Automatics Only?
Whether the driver can only drive vehicles with
automatic transmission. Enter “Yes” or “No”.
Wheel Knob?
Whether a wheel knob is fitted to aid this
driver. Enter “Yes” or “No”.
Hand Controls?
Whether special hand controls are fitted to aid
this driver. Enter “Yes” or “No”.
DVLA advised?
Whether the DVLA has been advised of all the
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driver’s disabilities. Enter “Yes” or “No”.
When you have completed all the necessary disability information press RETURN to return to the
Driver Details window.
(Open-i Truck) Open GI
Additional Cover Details Window
This section describes how to complete the Additional Cover Details window. You should have
entered the type of cover required in the Cover field on the Vehicle Details window.
As with the previous windows, you may not be required to complete all the fields. The more details
you enter, the more accurate the quote.
Business Post Code
Enter the proposer’s Post Code. This field is
mandatory. If you enter a Post Code on the
Company Details dialog, then this field is
automatically populated with those details and
you will be unable to amend this field unless you
delete the Post Code on the Company Details
dialog first.
Cover Date
The system automatically enters the current date
in this field. You can change this if required. You
can only enter a date for which the system
contains rating information.
If you enter an invalid date the system displays the following message:
WARNING: Rates are not available for this cover date
When you have completed all the necessary fields press RETURN to continue.
If you have specified additional drivers then the system displays the Additional Driver window for
you to complete at this point.
Refer to the section below on Entering Additional Driver Details for details on how to complete
additional driver details.
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If the proposer is the only driver then you can select from one of the following options:

press ESC W to select an individual insurer and generate a quote;

press the Quote Selected button (ESC Q) to select a list of insurers and start the quotation
procedure;

press the Quote All button (ESC A) to start the quotation procedure for all the insurers on the
system.
(Open-i Truck) Open GI
Entering Additional Drivers
This section describes how to complete the details for an additional driver. Since the cover and
vehicle details are the same you need only enter the personal details of the additional driver or
drivers. The Additional Driver window is displayed if the proposer wants to include named drivers.
The system allows you to include up to four named drivers.
Sex
Enter “M” for Male or “F” for Female. This is a
mandatory field. Press F1 for list.
Date of Birth
Enter the additional driver’s date of birth. The
system automatically calculates the age.
Driver Status
Enter the additional driver’s status: Main driver,
frequent driver, casual driver, non-driving. Press
F1 to display a list of possible entries.
Employ Details
This allows you to access the Employment
Details window. Enter “Yes” if you want to enter
the additional driver’s occupation details.
Refer to the section entitled Employment Details Window for details of how to enter occupation
information for the additional driver.
Personal Details
This allows you to access the Personal Details
window to enter the additional driver’s personal
information. Enter “Yes” if you want to enter the
details.
The procedure for entering Additional Driver details is identical to that for Proposer Details. Refer to
the section entitled Personal Details Window for further details.
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Relationship
Enter the relationship of the driver to the
proposer. Press F1 to display a list of possible
entries.
Accidents
Enter “Yes” or “No” to indicate whether the driver
has had any accidents within a specified period.
If you enter “Yes”, the system automatically
displays the Accident Details screen.
Refer to the section entitled Accident Details Window for further details.
Convictions
Enter “Yes” or “No” to indicate whether the driver
has any convictions. If you enter “Yes”, the
system automatically displays the Conviction
Details screen.
Refer to the section entitled Conviction Details Window for further details.
Disabilities
Enter “Yes” or “No” to indicate whether the driver
is disabled. If you enter “Yes”, the system
automatically displays the Illness/Disability
Details screen. The cover and other details do
not need to be changed as they always apply to
the proposer.
Refer to the section entitled Illness/Disability Details Window for further details.
When you have completed all the necessary fields press RETURN to move to the next screen.
When you have completed all the additional driver details select one of the following options:

press ESC W to select an individual insurer and generate a quote;

press the Quote Selected button (ESC Q) to select a list of insurers and start the quotation
procedure;

press the Quote All button (ESC A) to start the quotation procedure for all the insurers on the
system.
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Vehicle Maintenance
This section allows you to include, exclude and delete additional vehicles from the quote. If you
select the exclude option, the system marks the entered details for a vehicle as excluded, but does
not remove them. To reinstate the additional vehicle in the quote, you can reset the status to
‘Included’. Finally, you can delete any selected additional vehicle and recalculate the quotation.
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All of these options are available from the Truck Maintenance menu which appears when you select
the ‘Truck Maintenance’ option from the ESC F1 Main Options menu.
If you save a quotation to BROOMS, the system ignores any excluded vehicles and the details are
lost when you exit TruckWriter.
Excluding/Including Additional Vehicles
To exclude an additional vehicle, follow the procedure given below.
1. Display additional vehicle details and access the Main Options menu by pressing ESC F1.
2. Select the ‘Truck Maintenance’ option, followed by the ‘Exclude Truck’ option from the submenu, and press RETURN. The system marks the vehicle as excluded from the quotation by
adding (E) in the top of the additional vehicle window. To include the vehicle, use the ‘Include
Truck’ option from the Truck Maintenance menu.
Deleting Additional Vehicles
To delete the details for any additional vehicle, use the ‘Delete Truck’ option from the Truck
Maintenance menu. The system clears the defaults for the selected vehicle.
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Maintaining Additional Drivers
The system allows you to enter additional drivers and then exclude them from the quotation. The
system marks the entered details for a driver as excluded, but does not remove the entered details. If
the proposer then wants to include the additional driver you can reset the driver’s status to included.
Finally, you can also delete any selected additional driver and recalculate the quotation.
When you select ‘Driver Maintenance’ from the ESC F1 Main Options menu, a sub-menu appears.
All these options are available from this menu.
If you save a quotation to BROOMS, the system ignores any excluded drivers and the details are lost
when you exit TruckWriter.
Excluding/Including Additional Drivers
To exclude or include an additional driver use the following procedure.
1. Display additional driver’s details and access the Options Menu by pressing ESC F1.
2. Select the ‘Driver Maintenance’ option and press RETURN. Select the ‘Exclude Driver’ option
and press RETURN. The system marks the driver as excluded from the quotation by adding
(E) in the top of the Additional Driver Details window. To include the driver use the ‘Include
Driver’ option from the Driver Maintenance menu.
Deleting Additional Drivers
To delete the details for any additional driver use the ‘Delete Driver’ option from the Driver
Maintenance menu. The system clears the details for the selected driver.
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Setting Up and Selecting Defaults
TruckWriter provides you with the facility to configure up to five default settings for all the fields in the
main screen and all the associated windows. If you deal with particular types of policies you can
create a set of default settings which appear automatically when you access TruckWriter.
Configuring Default Settings (ESC D)
This section describes how to configure a set of defaults. The procedure to maintain an existing set
of defaults is identical.
To configure a default set of entries use the following procedure:
1. Select the ‘Defaults Setup’ option from the
menu (ESC D) or press ESC F1 and
select the 'Defaults Setup' option. The system displays the current list of default sets:
2. Highlight one of the sets using the mouse or place the cursor over one of the sets using the
UP and DOWN ARROW keys. Click the mouse (RETURN). The system enter defaults setup
mode, as shown below:
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3. You can now complete the required default fields in any of the four windows of the main
screen, including any pop-up windows.
4. The toolbar menu provides you with the following three options:

Clear The Risk Details - this allows you to clear all your entries in the current default
set up. This can be useful in reconfiguring existing setups.

Save These Defaults - this allows you to save your defaults to a selected default set.

Exit Defaults Setup Mode - this allows you to exit the Default Setup mode without
saving any entered details.
Alternatively, when you have completed all the required fields press ESC F1. The system
displays the default set up window containing the three options above.
5. To save your default entries select the ‘Save these Defaults’ option or select the 'Defaults
Setup' option again (ESC D). The system displays the Defaults Save window:
6. You can enter a new name or accept the current default name and press the OK button
(RETURN). The system returns you to the main entry screen. You can then select these
defaults for use, as detailed below.
Selecting Defaults (ESC C)
When you start TruckWriter it initially assumes the default values of the first set listed in the Defaults
list. If you do not require any entries when you first start up, then you must ensure that there are no
entries in this set.
To select another default set use the following procedure:
1. Press the New Risk button (ESC C) to display the menu to select a default:
This menu has the additional option 'Clear Quote Details'.
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2. Select the default set that you require from the list displayed and then click the mouse button
(RETURN).
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Clearing A Quotation
The system allows you to clear all the entries for a quotation if you are not going to save the quote.
To clear all quote entries, press ESC C in the Quotation Details window:
Select the ‘Clear Quote Details’ option from this menu using the mouse or UP and DOWN ARROW
keys and click the mouse (RETURN). The quote details will be cleared from the input screen.
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Accident/Conviction Summary
You can examine the client’s accident and conviction details by selecting the ‘Accident/Conviction
Summary’ option from the ESC F1 menu. The system displays the Accident Summary screen first:
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1. Press the
button (F10) to move backwards and the
button (F11) to move forwards
between the Accident and Conviction Summary windows. F8 and F9 allow you to move
between the pages of the Accident or Convictions Details.
2. Press the Accept button (RETURN) to exit the summary window and re-display the previous
window.
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Displaying Quotations
Displaying Comparative Quotations
Once you have entered all the necessary details, you can use one of the following options:

Generate A Single-Insurer Quotation And Examine The Workings.

Generate Quotations For An Insurer Select List

Generate Quotations For All Insurers
Selecting A Single Insurer
Use this option to select a single quotation and examine the details for a specific insurer. You cannot,
however, save the details to Core Back-Office or print a quotation from within this option.
If you want to generate a quotation and examine the details for a specific insurer then, use the
following procedure:
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1. Press ESC W when you have completed all the proposer’s details. The Select Insurer
prompt is displayed:
2. Enter the insurer’s name or short reference code, eg “COR” for Allianz Cornhill and press the
OK button (RETURN). Click on the drop-down list to display a list of possible entries. The
quotation and its workings for the selected insurer are displayed.
Use the F8 and F9 keys to move backwards and forwards though the pages of workings.
3. Press the OK button (RETURN) on the final page of workings to return to the details screens.
Selecting A List Of Insurers
You can select a list of insurers using one of the following methods:

Select a pre-configured list of insurers.

Create an insurer select list if one does not exist.
Selecting A Pre-Configured List Of Insurers
1. Press ESC Q or RETURN when you have completed all the quotation details. The following
prompt is displayed:
2. Enter the list you require, and then press the OK button (RETURN). The quotations for the
insurers specified in the list are generated.
If there is only one select list available, a quote is generated for that select list automatically
when you press ESC Q or RETURN.
Creating An Insurer List
If there are no lists of insurers on the system, then you are prompted to create a list prior to
generating quotations.
To create a new list and generate quotations:
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1. Enter a list number from 1 to 5 to identify the list you are creating and press RETURN. A list
of available insurers is displayed.
See the Creating A New Insurer Select List section for further details.
2. Press the OK button (RETURN) when you have completed selecting the required insurers.
The selected list is saved and the quotation generation process for that list is started.
Generating Quotes For All Insurers
You can generate a quotation for all insurers and schemes on the system by pressing the Quote All
button (ESC A).
Alternatively, you can select the ‘Quotes for all insurers’ option from ESC F1 Main Options menu to
generate a quote for all insurers.
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Understanding The Quotations Screen
When you have selected a list of insurers or all the insurers on the system, TruckWriter performs a
quotation generation. Once this is complete, the Quotation screen is displayed:
Use the scroll keys F8 and F9 to scroll the additional screens if your list of insurers exceeds 12.
The system displays a list of insurers with the following information for each insurer:

Insurers - insurer names;
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
Premium - calculated premium, also indicates reason for refusal.

Guarantee Status – The two types of guarantee status, “G” and “R” are described below:


“G” – Full Premium Guarantee.

“R” – A Soft Refer, non Guaranteed Quotation. A referral is required for one or more
aspects of the information given during the quotation generation process - you can
proceed with the proposal and broke the referral. See the section Referral Broking.

! - (Appears next to 'G' or 'R') indicates that area down rating or discount / loading applies
therefore the insurer no longer guarantees the quote.
Excess - indicates the accepted excess or reason for refusal.

If the system has not calculated a premium but not refused cover, then you are instructed
to contact the insurer with regard to the item that the system is not sure about. The item
for referral is displayed in the Excess column.

The system always displays quotes in ascending order of premium, followed by referrals
and finally refusals.
Click on a scheme to display the Quote Options menu.
You can alter some aspects of the quote using the Toggle menu. Press the Toggle Options button
(ESC T) to access the Toggle menu or access the option from the ESC F1 menu.
Active Quote
If you are using Active Quote,TruckWriter will automatically call the Active Quote web service as part
of a comparative quote and so any scheme, which has had 1 or more Active Quote rules applied to it,
will then have the ‘@’ symbol displayed against it when presented on the results screen (or quote
printout). Refer to the Active Quote guide for further information.
TruckWriter also displays the following extracted details at the top of the screen:

Sex

Age

Licence type

Years held

Years No Claims Bonus

Current Insurer

Post Code

Cover

Drivers

Protected (NCB Yes/No)

Excess

Truck - make, model, type, engine size
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
Acc - any accidents

Conv - any convictions

Reg. Year only

Value.
Vehicle Security
Many insurers offer substantial discounts for certain vehicle security devices. Some insurers insist
that the vehicle has suitable security before they even offer a policy.
The proposer should know whether the vehicle has a security device fitted. Since the proposer may
not know, at the time you are quoting, the exact name of the fitted device, you are provided with an
‘unspecified’ option. If you use this option the system does not use the guarantee indicator when the
premium is calculated. This safeguards the insurer and broker proposer provides the exact
information concerning the security device you can re-quote to provide a guaranteed quotation.
Once the proposer provides the exact information concerning the security device you can re-quote to
provide a guaranteed quotation.
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The Quote Options Menu
Click on a scheme to display the Quote Options menu:
From here, you can:

View Workings

Printout/Policy Summary

View Policy Summary

Save to Core

Requote for Core

Complete a Proposal
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Quotation Toggle Options
You can alter some aspects of the quote using the Toggle menu. Press the Toggle Options button
(ESC T) to access the Toggle menu or access the option from the ESC F1 menu.
This menu provides you with the following options:

Protected - this allows you to toggle the NCB protected option and recalculate the premiums for
the selected list of insurers.

Quote Screen - this allows you to return to the quotation screen.

Underwriting Screen - this allows you to display the underwriting details for a selected insurer in
the generated Quotation screen.

Excess Screen - this option allows you to display the excess details for a selected insurer in the
generated Quotation screen.
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Refresh Results
For Open-i sites, you can toggle the following fields on the quotation results screen:

Protected

Excess

Cover

Windscreen

Value
The example below shows the Cover being amended:
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You can then press the Refresh Results button (ESC R) allows the quotation results to be updated.
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Quotation Screen Options
When you select an insurer from the list on the Quotations screen, the Quote Options menu is
displayed.
These options are described in more detail below:
Viewing Quotation Workings
TruckWriter allows you to display and print the workings behind a quotation to discover how it was
calculated.
This section explains how to do the following:

Examine the summary workings of a selected quote.

Examine the detailed workings of a selected quote.

Print a copy of the quote for the client or a broker copy.

View and print Policy Summary.
To view the quotation workings:
1. Highlight the relevant insurer.
Use the UP and DOWN ARROW keys to scroll within the list displayed. To view more
insurers, use the scroll keys to scroll the insurer list.
2. Click on the mouse (RETURN). The Quote Options menu is displayed.
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3. Select the ‘Workings’ option and click on the mouse (RETURN).
The summary workings for the selected policy is displayed.
Press the Close button (ESC ESC) to return to the list of quotations, or use the scrollbar (F8
and F9 keys in Winlink) to move backwards and forwards through the policy workings
screens.
Viewing Policy Summary
You can examine the Policy Summary details of any selected insurer.
1. Select the ‘View Policy Summary’ option from the Quote Options menu and then click the
mouse button (RETURN). The postal details for the selected insurer are displayed:
2. Press the Print button (F7) to print these details or the Close button (ESC ESC) to exit.
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Printing A Quotation
To Print A Quotation
You can print any selected quotation.
1. Select the ‘Printout/Policy Summary’ option from the Quote Options menu and click the
mouse (RETURN). The Print Options menu is displayed.
2. Select to print either a Broker copy or a Client copy of the quotation details.
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Printing A Broker Copy
To print a broker copy:
1. Select the ‘Print Broker Copy’ option and then click the mouse (RETURN). The Broker
Printout Additional Details screen is displayed:
2. Complete the following fields:
Insurer
Displays the selected insurer. You cannot amend this
field.
Reference
Enter a customer reference code. If the system has
taken the information from BROOMS then a code is
displayed.
Name
Enter the client’s name if necessary.
Address
Enter the client’s address if you did not previously
enter an address to generate the quote.
If you have a licence for Open Address Lookup, an
will be displayed against the 1st line of the address
field. Clicking on this (or pressing F1) will present the
Open Address Lookup dialog.
Print Top
Enter how many of the top quotations in the list you
would like to include on your reports.
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Print Policy Summary?
Enter “Yes” to print the Policy Summary.
Print Policy Terms?
Enter “Yes” to print the Policy Terms.
3. Press the Save button (RETURN) to print the quotation immediately, providing your printer is
connected and on-line.
Your broker reference appears on this printout under the Date and Time.
Press the Cancel button (ESC ESC) to exit the screen without saving details.
Printing A Client Copy
To print a client copy:
1. Select the ‘Print Client Copy’ option and then click the mouse button (RETURN). The Client
Printout Additional Details screen is displayed:
2. Complete the following fields:
Insurer
Displays the selected insurer. You cannot amend this
field.
Reference
Enter a customer reference code. If the system has
taken the information from BROOMS then a code is
displayed.
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Name
Enter the client’s name if you did not previously enter a
name to generate the quote.
Address
Enter the client’s address if necessary.
If you have a licence for Open Address Lookup, an
will be displayed against the 1st line of the address
field. Clicking on this (or pressing F1) will present the
Open Address Lookup dialog.
Premium
Displays the calculated premium. You can amend it at
this point if required.
Excess
Displays the value of the excess relating to this quote.
Terms
You can enter up to 4 lines of additional text relating to
the terms on which the quotation is issued. For
example, “Quotation valid for 30 days.”
Print Policy Summary?
Enter “Yes” to print the Policy Summary.
Print Policy Terms?
Enter “Yes” to print the Policy Terms.
3.
Press the Save button (RETURN) to print the quotation immediately, providing your printer is
connected and on-line.
Press the Cancel button (ESC ESC) to exit the screen without saving details.
Broker Question Set
If you are using Custom Quote, your broker question set will be printed for both the Broker and Client
prints, as shown in the example below:
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Locate Bookmark
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Requote for Core
Requote for BROOMS
To obtain a requote and save the details back to Core Back-Office:
1. Select the ‘Requote for Core’ option from the Quote Options menu.
2. TruckWriter displays the BROOMS Requote window at the bottom of the screen:
3.
Amend the insurer, if required, or accept the default and press the OK button (RETURN).
The ‘Requote for Brooms’ option will create a fresh excess analysis frame (QXS) for the re-quoted
risk if Policy Summary is activated in the Regulation Module. Any existing QXS frames will be
historied depending on the BROOMS history option settings.
Premium Quote Printout Generation (Requires Core 15)
When a quote is manually saved using the 'Requote for Core' option, upon completion of this a
premium quote printout can be set to be generated, either automatically or via a prompted window.
This depends on the Broker Amendment settings you have set on the Premium Calculation
Document - Quote screen.
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Saving A Quotation To Core Back-Office
Saving A Quotation To Core Back-Office
This section describes how to save data to Core Back-Office when you have generated a quotation.
TruckWriter can save quotation details directly if it is linked to Core Back-Office.
To save a quotation in Core Back-Office:
1. When you have generated a list of quotations in TruckWriter, highlight the insurer quote you
want to save using the mouse or ARROW keys.
2. Press the mouse button (RETURN) to display the Quote Options menu:
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3. Select the ‘Save to Core’ option from the menu and click the mouse button (RETURN).

If you did not enter Open-i Bike from a specific policy, see the next section entitled
Saving A Quotation Without Having Defined A Policy.

If you have entered Open-i Bike from a particular non EDI policy in the policy level of
Core Back-Office, you will see the Save To BROOMS menu:
4. Select one of the following options and click the mouse (RETURN):
Create a New Client
This allows you to create a new client for this
policy.
Save to this Client
This allows you to create a new policy for the
currently selected client as displayed in
brackets e.g. (REDM01).
Overwrite this Policy
This allows you to overwrite the currently
selected policy as displayed in brackets e.g.
(REDM01TW01).

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If you have entered Open-i Bike from a particular EDI policy in the policy level of Core
Back-Office, you will see the Save To BROOMS Reference Query dialog:
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Create a New Client
Create a new client for the policy.
See the later section in this chapter entitled Creating A New Client Reference.
Save to this Client
Create a new policy for the currently selected client
(displayed in brackets e.g. WHNQ01). The system will
create a new policy with the next available policy
number for this client.
Saving A Quotation Without Having Defined A Policy
If you did not enter TruckWriter from a specific policy, save a quotation as follows:
1. When you have generated a list of quotations in TruckWriter, highlight the insurer quote you
want to save using the mouse or ARROW keys.
2. Click the mouse (RETURN) to display the Quote Options menu.
3. Select the ‘Save to Core’ option from the menu and click the mouse (RETURN). The Transfer
to BROOMS Ref. screen is displayed.
You can enter a new BROOMS client reference or select an existing client reference under which the
quotation details can be stored. You have three options at this stage:

Save to a known client reference.

Display a selected or complete list of client references and select from the list

Create A New Client Reference
Entering A Known Reference
To enter a known client reference without referring to the list of clients on the system:
1. Enter a client reference, for example, “REDM” and press RETURN.
2. The selected client reference is displayed for you to confirm. Press RETURN to accept the
reference.
If more than one client reference exists, the Name Contains field is displayed for you to enter
the client name before selecting the required client.
The Policy Details screen is displayed.
This screen is equivalent to the Policy Level Client screen in Core Back-Office. When you
complete this screen you are transferred to the Policy Level in Core Back-Office. This screen
displays the basic details which are contained in TruckWriter. Additional fields required in
Client Level and Policy Level are left blank and should be completed.
Refer to the Core Back-Office User Guide for more information on how to complete client level
and policy level policy screens.
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Searching For An Existing Client Reference
The system allows you to search for an existing client reference if you are unsure of the reference.
You can search by using a partial client reference or by searching for a particular client name or part
of a name as follows:
1.
Enter a partial code in the Transfer to BROOMS Ref. field on the Quote Transfer screen for
a list of existing customers. For example, enter “D” and press RETURN to list all customer
references starting with “D”.
You can enter a client name in the Name Contains field to reduce the search results and
press RETURN. For example, to list all customer names containing the name Smith, enter
“SMITH” in the Name Contains field and press RETURN.
The first 16 client references are listed.
Use the scroll keys to view more references, if required.
2. Highlight the required client reference and press RETURN. The Policy Details screen is
displayed as detailed in the Entering A Known Reference section.
Creating A New Client Reference
To save the quotation details under a new client reference:
1. Enter a new client reference and press RETURN.
2. Enter the name of the new client in the Name Contains field and press RETURN.
If the client already exists, you can select a client to use or press ESC 1 to create a new client.
The No Clients Selected dialog is displayed.
3. Select the ‘Create a New Client’ option and press RETURN. The Client Details screen is
displayed:
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4. Complete the following fields:
Client Master
This allows you to enter a master template
code. Leave the field blank to use the Core
Back-Office default.
Name
Enter the proposer’s name.
Address
Enter the proposer’s address details.
If you have a licence for Open Address Lookup,
an
will be displayed against the 1st line of
the address field. Clicking on this (or pressing
F1) will present the Open Address Lookup
dialog.
Occupation & code
Enter the proposer’s occupation and
corresponding code if relevant.
Post Code
Enter the proposer’s postcode.
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142
Sex
Enter “Male“ or “Female”.
Marital Status
Enter the marital status of the proposer if.
No. of Children
Enter the number of children the proposer has.
Contact
Enter a contact name if you are dealing with a
company.
Telephone No
Enter the contact telephone number.
Letter Title
Enter the letter title of the proposer, e.g. Mr A P
Smith, Ms Johnson, etc.
Forenames
Enter the proposer’s forenames.
Date of Birth
Displays the Date of Birth.
Executive
Enter your executive code if relevant.
Agent
Enter your agency code if relevant.
Statement
Enter “Yes” if the client requires statements.
Invoice
Enter “Yes” if the client requires invoices.
Credit Rating
Enter the client’s credit rating, if applicable.
Prospect Code
Enter the client’s prospect code, if applicable.
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Mailshot code
5.
Enter a mailshot code, if applicable.
Press RETURN to accept the details. The Policy Details screen is displayed as detailed in
the Entering A Known Reference section.
This screen displays the basic details which are contained in TruckWriter. Additional fields
required in Client Level and Policy Level are left blank and should be completed.
Refer to the Core Back-Office User Guide for more information on how to complete client level
and policy level policy screens.
Premium Quote Printout Generation (Requires Core 15)
When a quote is manually saved using the 'Save to Core' option, upon completion of this a premium
quote printout can be set to be generated, either automatically or via a prompted window. This
depends on the Broker Amendment settings you have set on the Premium Calculation Document Quote screen..
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Loading Details From Core Back-Office
This section describes how to load Risk Level details from Core Back-Office into the TruckWriter
Quotation screens. Core Back-Office does not directly provide you with a quotation facility, but the
Risk Level screen does allow you to enter details which can be transferred into TruckWriter.
The transfer of data from Core Back-Office is most commonly performed for existing customers who
are renewing their policy.
Once in TruckWriter follow the data input procedure described in the Entering Quotation Details
section and Displaying Comparative Quotes section.
To load details from Core Back-Office:
1. Select the ‘Client/Policy Details’ option from the Client Record & Accounts menu.
2. Enter the Client reference for an existing client and press RETURN. The Client Details
screen is displayed for the selected client.
3. Enter the policy reference eg “TW01” after the client reference, and press RETURN. The
Policy Details screen is displayed for the selected policy.
4. Select the 'TruckWriter' option from the Links menu or press ESC T to access TruckWriter.
If the policy displayed in Core Back-Office was saved using the ‘Complete a Proposal’ option,
then the TruckWriter Entry menu is displayed. Select the ‘New Quotation’ option to display the
Main Quotation Details screen.
If ESC T is pressed from the Policy Level, a warning message may be displayed if set in
Broker Amendment, indicating if a policy has been converted to a manual policy. See the
Updating The Policy Record (EDI To Manual Status) page.
However, if the policy was saved using the ‘Save to Core’ option, the Main Quotation screen
is displayed immediately.
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5. Press ESC L to transfer the details that you entered or restored in Core Back-Office.
6. The Main Quotation screen is displayed with the details entered in Core Back-Office.
If you have ProspectWriter installed on your system, then the following message “Convert
to Prospect?” is displayed when you press ESC L.
7. You can now complete the Quotation screens and generate a quotation.
Complete The Proposal
Use this option to invoke the POS procedure within TruckWriter for proposal completion.
This option is only available if:

TruckWriter POS has been installed correctly.

The Insurer scheme supports POS documentation.

The scheme has accepted the quotation details.

The scheme has been activated, for example, the agency number, current status and covernote
numbers released, if applicable.
See the Completing A Proposal chapter for more information on this option.
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Updating The Policy Record (EDI To Manual Status)
The FC EDI field on the live Policy screen is set to "Yes" when any EDI transaction is applied to the
policy. You can manually update the FC EDI field using the Update button (F2) to "No" when a policy
switches from being administered on a full cycle basis to a manual basis.
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You can update the FC EDI field in the following scenarios:

The Writer product rejects the previous details

The Mid Term Adjustment is rejected
You can also configure the system using the Display manual policy warning field in the 'Broker
Amendment' option to display a warning message indicating that the policy has been converted to a
manual policy.
The warning is turned off by default and has to be activated to be displayed.
If Display manual policy warning is set to "Yes", once the FC EDI field is set to "No" and the EDI
menu is accessed, the following warning message will be displayed:
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5: Completing A Proposal
Completing A Proposal
Brokers who have opted for the TruckWriter POS system can generate all the documentation
required to complete a proposal, rather than transferring policy data to Core Back-Office for
completion.
Not all Insurers allow Brokers to complete proposals on their behalf. If an Insurer scheme does not
have POS capability, the ‘Complete Proposal’ option is not displayed on the Quote Options menu.
To invoke the POS procedure:
1. Select the ‘Complete Proposal’ option from the Quote Options menu.
2. The POS Details screens are displayed that you must complete before the POS
documentation can be produced. The proposal completion process can be divided into the
following sections:

Further Quotation Details Required

Point Of Sale (POS) Details Screens

Transfer to BROOMS

Document Generation

Covernote Generation
You can also print a continuation covernote and proposal documents at a later date.
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Further Quotation Details Required
Certain insurers require more information than others before they accept a policy. In these instances,
if you have left certain fields blank on the Main Quotation screen, the relevant fields are redisplayed
and you are prompted to complete them.
Enter the relevant details and press F6 to skip to other mandatory fields that need to be completed.
Press RETURN when you have completed all these fields to process with the quotation. If all the
required information is completed, then the first of the POS Details screens is displayed, as
described in the following section.
Completing A Partial Proposal
If you have abandoned the proposal screen by pressing ESC ESC and saved the policy then the
following screen will be displayed when you enter TruckWriter.
The ‘Complete Partial’ option is displayed as the status of the policy is partial. When you select this
option, TruckWriter displays the first of the Proposal Completion screens.
Backdating Cover
If the cover has been backdated on the quote screen then the ReApply Cover screen will be
displayed. The following fields are then displayed:
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System Date
The system displays the System Date. This field
is display only and cannot be amended.
Cover Date
The system displays the coverdate entered. This
field is display only and cannot be amended.
Do you wish to override the
Cover Date
Enter “No” and you will be returned to the
quotation screen to amend the covernote. Enter
“Yes” and the Date/Time Override screen is
displayed.
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Point Of Sale Details Screens
These screens are used to record all the additional information the insurer requires before you can
generate a completed proposal. If the details that you enter here do not comply with the requirements
of the insurer, the policy may be refused, or you may be prompted to contact the insurer for
authorisation.
Each screen displays the policy status in the top right corner of the screens.
The screens are shown below in the order that they are displayed.
Use the F10 and F11 to page though the screens. Pressing RETURN will take you to the next
mandatory screen or field.
Driver Supplementary Details
Name
This field contains the name of the driver. Amend
if necessary.
Date of Birth
This field contains the date of birth of the driver.
Amend if necessary.
Date Licence Obtained
This field gives the date the driver’s licence was
obtained, calculated from the information entered
on the Main Quotation screen. Amend if
necessary.
Date of Entry U.K.
If the driver has been resident in the UK since
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birth, this field contains their date of birth and
cannot be amended. If the driver has not been
resident in the UK all their lives, this field contains
the date they entered the UK based on the
information supplied on the Main Quotation
screen, and can be amended if necessary.
Requoted Premium Details Screen
This screen displays the insurer name, and the values of the original or ‘old’ premium and the ‘new’
premium. You can view the working of the policy by entering “Yes” in the Show Workings field.
See the Viewing Quotation Workings section for more information on the Workings screens.
The only other field that you can alter on this screen is the Accept Quote field. Enter “No” to return
to the Main Quotation Screen, or “Yes” to proceed.
Driver Name (Driver 1)
This screen contains the following fields:
Title
Enter the title of the proposer, e.g. Mr, Ms, Doctor
etc. Press F1 for a list of titles.
Forenames
Displays the forenames of the main proposer, as
entered in the Main Quotation screen. You can
amend this field, if required.
Surname
Displays the surname of the proposer, as entered
in the Main Quotation screen. You can amend
this field, if required.
Telephone No. (Work)
Enter the number on which the proposer can be
contacted during working hours.
Telephone No. (Home)
Enter the number on which the proposer can be
contacted at home.
Telephone No. (Mobile)
Enter the number on which the proposer can be
contacted via a mobile phone.
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Fax
Enter the proposer’s fax number
A similar screen is displayed for each additional driver on the policy.
Supplementary Medical Questions
This screen only appears if the proposer or another driver has a medical condition detailed in the
Disability Pop Up on the Main Quotation Details screen. One screen is displayed per driver with a
disability.
There are four fields to complete on this screen:

Have the DVLA been notified of the medical condition?*

Has the driver been issued with a licence?*

Is the driver registered disabled?

Is the driver a disabled badge holder?
For each of these fields enter “Yes” or “No” as appropriate.
*If you answer “No” in either of these fields, the following occurs:

If the scheme supports referral broking, the word “REFER” is displayed in the top right of the
screen. You must then referrally broke the risk before being able to complete it. See the section
Referral Broking.

If the scheme does not support referral broking, the following message is displayed: Refer to
Insurer and you cannot progress any further.
Supplementary Underwriting Details
Any prosecution or Police
enquiry pending
This is a mandatory field and must be answered
Yes” or “No” in order to progress further
regardless of blame and whether covered by
insurance or not.
Previous Insurance Details
This screen contains the following fields:
NCB proof provided for
Vehicle(s) insured?
This is a mandatory field and must be answered
“Yes” or “No” in order to progress further.
Previous Insurer
Displays the name of the previous insurer that
the proposer had a policy with, as entered in the
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Main Quotation screen. You may amend it if
necessary. Press F1 for a list of insurers.
Previous Policy Number
Enter the previous policy number here.
Expiry Date
Displays the date on which the proposed policy is
due to begin. You can amend this field, if
required.
If Pending is supported by the Insurer, answering “No” in this field when the proposer has 1 or more
years NCB renders the policy pending.
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Premium Override
Use this option on the Initial Premium Override screen to override the quoted premium at the post
quote stage.
Enter “Yes” and the Premium Override screen is displayed.
Depending on the scheme, two types of premium override may be available:

Manual Premium Override – allows you to provide a competitive quote by increasing or
decreasing the premium quoted in TruckWriter (before IPT)
The amount of the manual override must be within the limits set by the insurer. These limits are
defined in the Premium Override Setup.
See the Premium Override Setup section for further details of the premium override setup.

Referral Premium Override – allows the quoted premium to be increased or decreased (before
IPT) as a result of the broking of the premium.
The amount or the percentage of the premium override is supplied by the insurer with an
authorisation code for the referral broking.
See the section The Referral Premium Override screen.
You can cancel either type of Premium Override before committing the proposal. To do this, delete
(i.e. blank out) the entries in the Increase/Decrease and the Amount/Percentage fields.
On each proposal, you can only have one manual override.
Insurer specific screens such as the one displayed above may be displayed at other points during the
MTA process, for example, during the completion of Proposal Details.
If further screens are displayed, complete the fields as required and press RETURN to continue
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Referral Broking
Referral Broking
If the information that you’ve entered results in the business triggering a referral, then the scheme
may allow referral broking. TruckWriter displays the Referral Processing screen.
Enter “Yes” to enter Referral Processing.
The Insurer will need to be contacted in order to progress to and from the Referral Broking screen.
If authorisation is required by the insurer, the Referral Reference pop-up will appear for you to enter
the authorisation reference supplied by the Insurer.
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Referral Processing
When you have the obtained the necessary endorsement codes and details, you must enter them
into TruckWriter in the Referral Processing screen.
Reason(s) for Referral
The reason for the referral, whether they are from
the quote and/or from the Post Quote screens,
appear here.
Endorsement Reason(s)
Press F1 for a list of endorsement reasons.
Endorsements Applied
Automatically applied endorsements will show
here when the screen first appears. These
endorsements can then be added to or deleted
under the insurers instructions.
For each referral reason, you must obtain one or more endorsement codes, either from a standard
list published by the Insurer or from a non standard one held by the insurer. The system may
automatically impose some endorsements:
You can add as many endorsements as the screen can show for any referral reason. You can add
two endorsements on each row.
If the risk has been referred, then a referral authorisation code is mandatory – the insurer may not
choose to add an endorsement.
For some Endorsements you must enter the necessary mandatory information before it will be
accepted. Others require only the code itself.
If the business is requoted after an authorisation code has been obtained, the authorisation and the
endorsements will be deleted by the system and the referral broking process must be repeated.
You cannot complete a Proposal until all referrals have been brokered and authorisation details
obtained.
This screen gives details of the reasons why referral has occurred.
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Endorsement Reason(s)
Enter an endorsement reason. Press F1 for a list.
Premium Adjust
Enter “Yes” to allow the premium to be adjusted
and the Referral Premium Override screen is
displayed.
Endorsements Applied
You have three options in this field. These are
detailed below:

Press ESC 1 to add a new endorsement

Press ESC 2 to delete an existing
endorsement

Press RETURN to edit/view an existing
endorsement
ESC 1 – Add An Endorsement
Press ESC 1 to add a new endorsement and the New Endorsement Details screen is displayed.
Endorsement To Be Applied
Press F1 for a list of valid endorsement codes.
Excess
Enter the excess to be applied if applicable.
ESC 2 – Delete An Endorsement
Press ESC 2 to delete an existing endorsement. The following message is displayed:
Are you sure you want to delete this endorsement?
Enter “Yes” to delete the endorsement or “No” to return to the Referral Processing Screen.
RETURN Key – View/Amend Existing Endorsements
Press RETURN on an existing adjustment to view or amend its details.
Use the UP and DOWN ARROW keys or TAB key to move between the fields and amend the details
as required. Press RETURN to confirm the changes.
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The Referral Premium Override Screen
The Referral Premium Override screen allows you to make the necessary adjustments to the
premium.
Not all Insurers will support Referral Premium Override.
Gross Premium by
Select whether you want to “Increase” or
“Decrease” the premium. The remaining fields
allow you to enter details of the premium
override. Use the UP and DOWN ARROW keys
or the TAB keys to move through these
fields. Add in the percentage rate or the
increase/decrease in pounds and the system will
work out the Final Premium and IPT.
Executive
Enter your executive code.
Accept
Enter “Yes” to accept the Override and continue
to the next screen. Enter “No” to clear the screen.
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Payment Screen
The Payment screen contains the following fields:
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Method of Payment
Enter the payment method that the proposer
wants to use. You can select ‘Insurer Instalment’
or ‘Single Payment in Full’.
Some proposals do not accept instalment payments, in which case this option is unavailable.
Payment Type
Indicate the basis of payment. Select from:

Bank

Cash

Cheque

Credit Card
Your selection here determines which other fields need to be completed.
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Credit Card Number
Enter the credit card number.
Type
Indicate the type of credit card. A pick list is
available.
Holder
Enter the name of the credit card holder as
displayed on the credit card.
Expiry Date
Enter the expiry date as displayed on the card in
the format MM/YY.
Bank/Building Society Details
Account No
Bank account number from which payment will
be made.
Sort Code
Bank sort code.
Account Name
Enter the name in which the bank account is
held.
Bank Name
Enter the name of the bank.
Bank Address
Enter the correspondence address of the bank.
If you have a licence for Open Address Lookup,
an
will be displayed against the 1st line of the
address field. Clicking on this (or pressing F1) will
present the Open Address Lookup dialog.
Bank Postcode
Enter the postcode of the bank.
Do you wish to view the
Instalment Details?
Enter “Yes” or “No” to indicate whether you want
to view the Instalment Details screen.
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Instalment Details screen
Original Quote Premium
(including IPT)
Displays the original quoted premium including
IPT.
Premium Due (excluding
IPT)
Displays the total premium due excluding IPT
and add-ons.
Add-on Premium
Displays the total add-on premium, if available.
IPT Amount
Displays the total IPT amount.
Total Due (including IPT and
Add-ons)
Displays the total premium due including IPT and
add-ons.
Initial Deposit
Displays the amount required as the initial
deposit for the instalments.
Monthly Instalments
(including any fee)
Displays the number of instalments required and
the total amount of each instalment.
Total Due (Inc IPT, Fee and
Add-ons)
Displays the total premium due including IPT,
add-ons and any fees associated with the
instalment plan.
The values in the Original column display the original quoted amounts and the Overridden column
displays the amended amounts following a premium override, if applicable.
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ESC ESC Menu
If you press ESC ESC when any of the POS screens are displayed, the system will display the ESC
ESC Menu with the following options:

Abandon proposal and Return to TruckWriter

Save Now as 'Partial' and Return to BROOMS

Continue with the POS/EDI Screens
Use the UP and DOWN ARROW keys to select one of the three options.
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ESC M Menu
Press ESC M on any POS screen and the ESC/M Options menu is displayed as shown below:
The following three options are available:

Cover Date Override

Vehicle Override

Training Toggle.
Cover Date Override
Use this option to override the cover date or time. The Date/Time Override screen is displayed.
Enter the required date and time.
Password authorisation is required to backdate cover with this option. Authorisation and backdating
limits are controlled by the Insurer.
Vehicle Override
Password authorisation is needed to enter this option.
Use this option when a vehicle is not yet available for selection on the TruckWriter Quotation engine.
With agreement from the Insurer, you can select an equivalent vehicle in order to achieve a valid
quotation.
Select ‘Vehicle Override’ from the ESC/M Options menu and the following screen is displayed.
Code
Enter the code of the vehicle.
Model
Enter the model of vehicle
G.V.W
Enter the gross vehicle weight in kg.
Size
Enter the vehicle’s cubic capacity.
Fuel
Enter the type of fuel used by the vehicle.
Make
Enter the make of vehicle
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Type
Enter the type of vehicle.
Capacity
Enter the carrying capacity of the vehicle in kg.
Year Made
Enter vehicle’s year of manufacture.
Auth Code
Enter insurer’s authorisation code (if required).
Press RETURN to complete the vehicle override.
The amended details are now saved back to the policy record, printed on any point of sale
documentation and transmitted within the EDI message.
Training Toggle
Use this option to indicate whether the policy is being generated for training purposes. When
activated the word “Training “appears in the top left corner of the screen. Any documents printed will
have the words “VOID FOR TRAINING PURPOSES ONLY” printed on them.
The system indicates that any POS documentation generated is not genuine by substituting the
covernote and certificate numbers with a series of 9’s. Therefore, the covernote or certificate number
for a training policy would be “1122339999999”, where “112233” is the covernote or certificate prefix.
The certificate number format is controlled by the Insurer and may vary accordingly.
Post Quote Completion Screen
When you have completed all the POS screens, assuming you are not required to contact the insurer
before proceeding, press RETURN. The Post Quote Completion screen is displayed.
Insurance Commencing On
Displays the time of day that this cover is due to
begin. The default is the current time. You can
amend this as desired, in the format HH:MM,
using 24 hour clock settings, i.e. 9:00pm is 21:00.
If the date of cover is the current date, the system
does not allow you to set a time in the past (i.e.
9:00 when the current time is 10:00). Also, when
you have completed this screen the start time is
updated to the current time.
Are all details correct?
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Enter “Yes” to proceed if the details are correct. If
you enter “No” or press ESC ESC then the
Driver Supplementary Details screen is
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redisplayed.
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Saving A Policy To BROOMS
The Save to BROOMS Reference Query menu is displayed for you to save the policy details.
See the Saving A Quotation To BROOMS section for information on saving the new policy details to
Core Back-Office.
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Document/Covernote Generation
Document Generation
The Document Generation screen displays the basic information of the policy, including the
company name if it is for a company policy, and contains the following fields:
Additional fields for the Southern Ireland system are detailed in the Document Generation (ROI)
section.
Print Proposal
Enter “Yes” to print the Proposal documentation
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now.
Signed Proposal
Enter confirmation that a Signed Proposal has
been received.
Commit proposal
Enter “Yes” or “No”. If you enter “Yes”, the Core
Back-Office client and policy levels are created
(i.e. levels 1,2 and 3), the proposal is committed
to the Network and a Covernote, if requested,
and a certificate, depending on the Insurer, is
printed. If either NCB proof is not available or the
proposal is not signed, the proposal is saved as
outstanding and a certificate is not printed.
The Commit Proposal field is pivotal to the status of the risk. If you enter “No” then the risk status is
“Partial”. If you enter “Yes”, then the risk status is set to “Complete” unless pending is supported by
the insurer and you have answered “No” to any of the pending questions, in which case the risk
status is “Pending”.
Print Certificate
Enter “Yes” to print the Certificate now or “No” to
print later.
Print Schedule
Enter “Yes” to print the Schedule now or “No” to
print later.
Print Covernote
Enter “Yes” to print the Covernote now or “No” to
print later.
If you entered “Yes” in the Print Covernote field then the Covernote Generation screen is displayed.
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Covernote Generation
The company name is displayed at the top of this screen if it is for a company policy.
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Reason for issue
Displays the reason that the covernote is being
generated, for example ‘New business’ or ‘Mid
Term Adjustment’. This field is display only for
EDI cases and cannot be amended.
Duration
For each scheme, Insurers specify a minimum
and maximum covernote duration. You can enter
a value anywhere between these two values in
this field. However, if the minimum and
maximum values are identical then the duration is
set to that value and may not be altered.
Operator
Enter an operator code of up to 6
characters. This field is mandatory.
Print
Enter “Yes” to print the Covernote, or “No” to print
later.
Special Restrictions
Enter “Yes” in the field if there are any special
restrictions that apply to any of the vehicles
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covered by the policy.
The Special Restrictions screen is displayed.
You can enter up to 3 lines of 60 characters per vehicle. The information you enter here is displayed
on the covernote documentation.
Once you have completed this screen, the Main Quotation screen is redisplayed. This screen
contains the details of the quotation you have just generated, but you can alter or delete them as
necessary to generate a new proposal. Press ESC ESC to return to Core Back-Office.
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Generating A Continuation Covernote
You can also generate a continuation covernote at a later date.
1. Display the Policy Level screen for the Core Back-Office policy. Press ESC T to display the
TruckWriter Entry menu.
If ESC T is pressed from the Policy Level, a warning message may be displayed if set in
Broker Amendment, indicating if a policy has been converted to a manual policy. See the
Updating The Policy Record (EDI To Manual Status) page.
2. Select the ‘Continuation Covernote’ option and press RETURN. The Covernote Generation
screen is displayed.
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Printing Documents
Use this option if you need to print/reprint documents, or if you did not print them during the POS
process.
To print documents:
1. Display the Policy Level screen of the policy you want to print documents for, e.g.
“CAGX01TW07”.
2. Select the 'TruckWriter' option from the Links menu or press ESC T.
If ESC T is pressed from the Policy Level, a warning message may be displayed if set in
Broker Amendment, indicating if a policy has been converted to a manual policy. See the
Updating The Policy Record (EDI To Manual Status) page.
3. The TruckWriter Entry menu is displayed:
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The audit trail shows the Transaction and EDI status along with the effective and finishing
dates of the policy.
4. Select the ‘Print Documents’ option using the UP and DOWN ARROW keys and press
RETURN.
A screen is displayed showing the audit trail. This displays basic information on each
transaction that has taken place on the policy. The Prop, Cert, Schd and Cnote fields
indicate whether this documentation has been printed already.
5. Select the transaction for which you want to print/reprint documents using the UP and DOWN
ARROW keys and press RETURN.
The Print Documents screen is displayed.
Use the UP and DOWN ARROW keys to select one of these two options:
Reprint Documents
Reprint all the documents for the selected
transaction that have already been printed.
Print Unprinted
Documents
Print documents for the selected
transaction that have not yet been printed.
6. Select the required option and press RETURN.
If you select either of these options and there are not any documents available to print/reprint,
a warning message is displayed.
The Document Generation screen and the Covernote Generation screen are displayed, as
required, for you to print/reprint the documentation.
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The TruckWriter Entry screen is redisplayed when printing is complete.
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EDI Transmission and Retransmissions
EDI Transmission and Retransmissions
If your system is EDI capable, the proposal can be automatically transmitted to the insurer at the next
transmission.
Typically, you are connected to the Information Exchange Network after close of business. All
committed proposals are then transmitted to the appropriate insurers.
EDI Retransmissions
There are situations where TruckWriter EDI data that has already been transmitted to the insurer
must be transmitted again. This can occur due to the following:

a failure in the set up of the software, which means the transmission was never sent the first
time.

a fault in the network exchange, which resulted in whole transmission batches being lost.

a failure to set up trading relations between the broker and the insurer.

a batch of transmissions being lost by the insurer after they have been delivered to the mail box.
TruckWriter includes the TruckWriter Retransmission Utility which can be used to report on and
retransmit failed transmissions.
You cannot use the TruckWriter Retransmission Utility if the most recent network transmission is yet
to be completed.
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TruckWriter Retransmission Utility
The TruckWriter Retransmission Utility should be used to retransmit historic lost batches; ie batches
that were transmitted using earlier versions of TruckWriter which have now been lost.
This utility should not be used except under the guidance of the Insurance Company to whom the
EDI data was addressed. In order to prevent unauthorised use, you must enter a verification code
provided by the insurer.
To use this utility:
1. Select the ‘EDI Retransmissions’ option from the TruckWriter POS menu. The Scheme
Selection screen is displayed:
Scheme Code
Enter the four character scheme code of the
insurer for whom the retransmission is required.
The name of the insurer is displayed in the Scheme field providing you enter a valid code.
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2. Press RETURN to continue. The Password Entry screen is displayed. A partial key code is
generated which is displayed in the Partial Number field.
3. Contact the insurer to obtain the verification code that matches this partial key code.
4. Enter the supplied verification code in the Password field and press RETURN to continue.
You can abandon the retransmission operation at any stage and return to the TruckWriter POS
menu by pressing ESC ESC.
The Retransmission Selection screen is displayed providing you have entered a valid
verification code:
Use this screen to select the policy, batch or batches that are to be retransmitted. You must
complete the fields in one of the sections, using the TAB key to move between the options:
Option 1
Policy Reference
Enter the policy reference if you want to
retransmit the details associated with a specific
policy. You must enter the full policy reference,
using the format XXXX99TW99.
Option 2
Start Date
Enter the date from which you want to retransmit
all transactions issued.
End Date
Enter the date up to which you want to
retransmit all transactions issued. This field is
mandatory if you entered a start date. If you
want to retransmit the batches sent on the same
day, enter the same date in the start and end
dates.
If using Option 2, the Start/End dates can be left blank providing the Transaction Type and
Status fields are completed.
Transaction Type
Select the type of transaction that you want to
retransmit from the following:

New Business.

Cancellation

Mid-Term Adjustment.

Renewal.
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
Lapse

All.
The default value for this field is “All”.
Status
Select the status of transactions to retransmit.
Press F1 for a list.
Option 3
Sender’s Reference
Enter the transmitted message batch’s unique
Sender’s Reference number. If you complete
this field, the remaining fields are blanked out
and ignored since the Sender’s Reference is
unique and selects a batch.
TruckWriter displays the following message
once you have completed this screen:
Do you want to continue with
these parameters? (Y/N)
5. Enter “Yes” to continue. If you enter “No”, you can re-enter the selection parameters.
Press ESC ESC if you want to abandon the operation altogether.
TruckWriter searches for the transactions that match the selected criteria. As this search
progresses, the Retransmission Processing screen is displayed.
The following fields display the progress of the search:
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Current Reference
The current policy reference being processed.
Policies Selected
The number of policies that have at least one
transaction that is to be retransmitted.
Transactions Selected
The number of transactions that are to be
retransmitted.
Errors Encountered
The number of retransmission errors.
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When processing is complete, the following message is displayed:
Processing complete
6. Press RETURN to continue. The following message is displayed:
Do you want to print the retransmission report? (Y/N)
7.
Enter “Yes” to print the Retransmission Report. All the transactions that have been queued
for retransmission are sent at the next network connection.
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Unsent Transactions Report
Use this option to provide details of all committed but un-transmitted transactions.
1. Select the ‘Unsent Transactions Report’ option from the TruckWriter POS menu. The Unsent
Transactions Report screen is displayed:
2. Complete the following fields:
Type of Transaction
Enter the type of transactions that you want to
include in the report if they have not been
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transmitted. Press F1 for a full list.
Print To
Indicate whether you want the report printed to
a file or to a printer
Printer
Enter the name of the printer where the report
is to be produced or leave blank to send the
report file to the relevant TruckWriter Report
Utility.
One consolidated report will be created for all
branches.
Refer to the Print Options For The Daily
Renewal Reports page for further details on
printing to a physical printer,a virtual printer or
to a Consolidated Report that appears in the
TruckWriter Report Utility.
Branch
Enter “All” if you want to run the report for all
branches. Otherwise, enter “No” to only include
the current branch.
3. Press the Print Report button (RETURN) to generate the selected report.
(Open-i Truck) Open GI
Excess Override and Enhanced Excesses
Setting Up The Excess Override Profiles
This facility enables brokers to override previously quoted excess for various purposes, including:

Price matching and greater competitiveness.

Depending on the insurer scheme selected, the excess override facility is available for New
Business
The options available depend on each insurer and scheme. You should refer to the relevant insurer
for details of each particular implementation.
You must be authorised by the relevant insurer in order to perform an excess override.
Once you have set up the excess override profile as detailed below, you are ready to perform excess
overrides.
Refer to the Performing Excess Overrides page for further details on performing excess overrides for
New Business, MTAs and Renewals
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Setting Up The Excess Override Profiles
1. Select the ‘Excess Override Profile Setup’ option from the TruckWriter POS menu. The
Excess Override Profile Set-Up screen is displayed:
2. Enter the code of the insurer for whom the excess override is available in the Insurer
Scheme field. At this stage an Authorisation dialog is displayed for the selected insurer.
3. Contact the insurer to obtain the correct verification code and enter it in the Verify field. Press
RETURN to continue. The Excess Type Applicable field displays the excess available for
the selected insurer which can be overridden.
4. Complete the following fields:
Enable Excess Override
Enter “Yes” to enable the excess override functionality
for the selected insurer.
Authorisation Required
Press F1 and select from:

Both – the scenarios outlined for “Insurer” and
“Open G I” will both apply.

Insurer – you will be prompted to enter a
reference supplied by the insurer.

Open GI – you must contact the insurer to obtain a
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partial/verification code

Excess Type Applicable
None – No authorisation is required.
If supported by the insurer, the system will display a
maximum of four excess types applicable to the
scheme selected.
5. Press RETURN to save the excess override profile. You can setup another excess override
profile, if required, or press ESC ESC to exit.
(Open-i Truck) Open GI
Performing Excess Overrides
Excess Overrides
This facility enables brokers to override previously quoted excess for various purposes, including:

Price matching and greater competitiveness.

Depending on the insurer scheme selected, the excess override facility is available for New
Business:
The options available depend on each insurer and scheme. You should refer to the relevant insurer
for details of each particular implementation.
You must be authorised by the relevant insurer in order to perform an excess override.
Once you have set up the excess override profile, you are ready to perform excess overrides.
The following sections covers performing excess overrides for:

New Business

MTAs

Renewals
Refer to the Setting Up The Excess Override Profiles section for further information.
Performing Excess Overrides For New Business and MTA’s
If excess Override is supported by a scheme, the Excess Override screen will appear during
completion of a proposal for New Business or when you are performing a mid term adjustment:
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Enter “Yes” if you want to override the excess, otherwise enter “No” and press RETURN.
An Authorisation dialog may be displayed, dependent upon what is entered in the Authorisation
Required field. Enter any required verification code and press RETURN to continue.
The Excess Override screen is displayed:
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Enter the excess value required in the Revised field against each excess type required and press
RETURN when complete.
The screen from which you accessed the excess override functionality is redisplayed.
Performing An Excess Override at Renewal
To access excess override functionality at renewal, follow the procedure below:
Select the ‘Excess Override’ option from the Renewal Options menu.
An Authorisation dialog may be displayed, dependent upon what is entered in the Authorisation
Required field. Enter any required verification code and press RETURN to continue.
Save Details Of PostQuote Excess Override To Core Back-Office
This requires your system to have the Regulation Module Software.
If the 'Policy Summary' option on the Regulation Module Control Other 1 screen is set to "Yes" it is
possible to view the original and amended excesses when an excess override is performed using the
postquote functionality built into Truck.
The QXS frame shows the details of any excesses applied to a policy.
The QXO frame contains the details of the excess override performed on the policy during New
Business or Mid-Term Adjustment.
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Enhanced Excesses (EXS Frame)
Introduction
The Activate Enhanced Excesses field needs to be set to "Yes" in the Broker Amendment screen 3
in order for the EXS frame to be populated for the specified branch.
The EXS Frame stores product policy excess details. The frame appears once per policy. This
means that all excesses applicable to a personal lines risk/policy are stored, displayed and
accessible within the back-office, as shown below:
EXS Frame Keywords
You can access and utilise the excess fields in the frame and each field, including the manual excess
fields, have keywords for use in the production of your own bespoke documentation.
How The Excesses Are Populated
The EXS Frame is split into two sections:

Policy Level Section - the top section of the EXS frame will populate the excess details that are
set in the Insurer products quotation workings under the section headers "Policy Level" and
"Main Driver". They are updated with any subsequent Overridden Values (via Excess Override)
where applicable. These excess details cannot be amended.
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Supplementary Excess Maintenance - All Driver or Vehicle level excesses will be displayed in
the Supplementary Excess maintenance section along with any other excess details produced by
the Quote workings that are displayed as NOT Policy Level or Main Driver. This section allows
the manual addition of excess details

These excess details are stored when any of the following options are selected:

‘Save to Core’

‘Save to Prospect’

‘Complete a Proposal’

‘Requote for Core’

Policies created via Open Workflow manager

Policies created via GETQUOTE
The excess type and value will be taken directly from the Insurer’s scheme Quotation workings.
These details will then be stored in the frame separately between:

Compulsory

Voluntary
The Total Excess column is derived as detailed below:
If the Revised excess field is blank then:
Quoted + Voluntary = Total Excess
Otherwise
Revised + Voluntary = Total Excess
Where there are multiple Driver Excess or Vehicle Excess values in the quote analysis for the same
driver or vehicle (for example, Driver 2 or Vehicle 3) and the same excess type (for example, "Fire")
then these excess details will be consolidated into one line on the Supplementary Excess
Maintenance section of the frame.
These excess details will be refreshed whenever a risk goes back through the quote engine (MTA,
Renewal re-calculation, Renewal Amendment etc.).
Manually Defining Additional Excess Values And Types
The Supplementary Excess Maintenance section also allows for the manual addition of excess
details that are required.
For example, details could be added to indicate a Windscreen Repair Excess type and value. When
an addition is made to the Supplementary Excess Maintenance section the frame will automatically
record the date/time and operator that made the change. This can be viewed via the History Log or
Operator trail.
To manually add or amend an excess type:
1. On the EXS Risk Level Frame, click on the Update button (F2).
2. Select the excess type from the drop-down list, enter the excess value select what it applies
to from the drop-down list:
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3. Click the OK button (RETURN) to save the details.
Any manually added excesses will not be updated or become removed at Mid Term Adjustment or
Renewal Acceptance. They are carried through the life of the policy (from Prospect to New Business
inception through Permanent Mid-term adjustment and Renewal Acceptance into the next policy
term).
It will be up to the operator to ensure that any manually added Excess details are amended and/or
removed as required.
At renewal acceptance the frame will be updated with the Insurer invited excess details.
Excess Override And The EXS Frame
If an Insurer scheme supports the Excess Override functionality, then the overridden excess values
will be transferred over to the EXS frame and over to the Revised columns in addition to the Quoted
values.
In the example below the AD, F & T excess value of £100 has been overridden to £250, the Excess
type and both the Quoted value and the Overridden value will be taken across to the EXS frame.
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Excesses that are overridden post quote using the current Excess Override functionality will be
required to be carried through and update the applicable Original Quoted Excess values/types within
the Excess frame with the Revised Excess values.
This is completed for all post quote Excess Overrides carried out during the life of the Prospect or
Policy.
If an operator performs an Excess Override at New Business, but then fails to override the Excesses
following a permanent mid term adjustment (forgets to complete the Excess Override) then the
Overridden Excess values within the EXS frame will be cleared out. Only the specified Quoted
Excess values/type (taken from the workings of the Quote at Mid Term Adjustment) would be
transferred to the EXS frame.
With a straight forward Renewal acceptance the Overridden excess details will be lost unless you
perform the Excess Override to preserve the relevant overridden excess details.
Continuous Override Functionality
The continuous override functionality is currently supported on the Motor and Truck systems and
utilised on a few live insurer schemes.
Within Continuous Excess override, the excess value is continuously maintained during some Midterm adjustment types and Renewal acceptance.
When an insurer product has the Continuous Excess Override field set to "Yes" in the Broker
Amendment Screen 3, the EXS frame will automatically update the Overridden Excess details during
an Mid Term Adjustment or Renewal Acceptance.
(Truck Guide) Open GI
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6: Mid - Term Adjustments
Mid - Term Adjustments
Once you have completed the New Business Post Quote screens and saved the policy to Core BackOffice, as detailed in the Complete A Proposal chapter, you can access the TruckWriter Entry menu.
The TruckWriter Entry menu is accessed by pressing ESC T from a Policy Level screen.:
If ESC T is pressed from the Policy Level, a warning message may be displayed if set in Broker
Amendment, indicating if a policy has been converted to a manual policy. See the Updating The
Policy Record (EDI To Manual Status) page.
The option ‘Mid Term Adjustment’ is displayed on this menu.
The TruckWriter Entry menu also displays an audit trail for the current TruckWriter policy:
Transaction
The type of transaction.
Status
The transaction status:

Waiting – event not yet on cover or not yet in effect.

Complete – event on cover or is in effect.
Invited
The policy has been invited for renewal, either
automatically following an instruction over the network,
or manually using the ‘Renewal Override’ option.
Renewed
The policy has been renewed, either automatically or
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using the ‘Accept Renewal’ option.
S. Invited
This stands for Suspended Invited, and is applied to a
policy when a claim has been made after the Insurer has
transmitted a renewal invitation, but before the proposer
has accepted it.
See the Renewal Acceptance section for further details.
Lapsed
The policy has lapsed. This happens automatically if an
invitation for renewal is not sent before the renewal date,
providing this is supported by the insurer, or when the
renewal has not been accepted before the renewal date
plus an insurer specific number of days grace.
Alternatively, a DDI policy may be manually lapsed using
the ‘Lapse Policy’ option.
Effective Start
The effective start date and time of the transaction.
Finish
The effective finish date and time of the transaction.
EDI
Indicates if any EDI transmissions have occurred.
The following options are available from the TruckWriter EDI menu depending on the Insurer and
policy status:

New Quotation – allows you to create a new quotation.
See the Entering Quotation Details section for further information.

Print Documents – allows you to print selected documents.
See the Print Documents section for further information.

Mid Term Adjustments – displays the Mid Term Adjustment menu that allows you to perform Mid
Term Adjustments to the policy.
This chapter provides details on how to perform mid term adjustments for EDI and non-EDI policies.

Renewals Menu – displays the Renewal Options menu that allows you to perform renewals on a
policy.
See the Renewal Options Menu section in this guide.

Continuation Covernote – allows you to extend the limit on a covernote as specified by the
insurer.
See the Generating A Continuation Covernote section for further information.
(Open-i Truck) Open GI
Locate Bookmark
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EDI Mid Term Adjustment Menu
EDI Mid Term Adjustment Menu
1. Select the ‘Mid Term Adjustment’ option from the TruckWriter Entry menu.
If the MTA is to be performed on an EDI policy which is a company policy, then a dialog is
displayed asking for the company name and address details to be supplied.
Enter or amend the company name and address details as required and then press RETURN.
This dialog is displayed for EDI policies that are company policies and which were created on
Truckwriter 3.00L or earlier.
2. The Mid Term Adjustment menu is displayed.
POS only schemes display the M.T.A Calculator screen instead of the Mid Term Adjustment
Menu as detailed in the Mid Term Adjustments For Non-EDI Policies section.
3. Use the UP and DOWN ARROW keys to select one of the following options:

Permanent Adjustments

Temporary Adjustments

Convert Pending

Not Taken Up

Late Disclosure

Green Card – This option is not currently available.

Suspend Policy

Reinstate Policy

Cancellations

Remove Adjustment
(Open-i Truck) Open GI
The Initial Details Screen
When you make an adjustment to a policy, the Initial Details screen is displayed, which records the
adjustment date, time and the operator who implemented the change. The Initial Details screen is
displayed:
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Operator
Enter your operator code. This is a mandatory field
Effective Date
You can amend the date if required.
Effective Time
You can amend the time if required.
Depending on the MTA parameters of the scheme, you may need an Authorisation code to amend
the Effective Date or Time.
If an authorisation code is required, the Password Entry screen is displayed.
A second screen may be displayed to enter a free text authorisation code.
Insurer Specific Screens
During the MTA process, Insurer specific screens may be displayed containing additional fields that
are not in the quote engine. However, these fields are mandatory for the selected Insurer.
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ESC ESC Menu
If you press ESC ESC when any of the Permanent or Temporary adjustment screens are displayed,
the system displays the EscEsc Menu window, with the following options:

Restore the Original Risk

Return to BROOMS
The first option will discard all amendments in this session.
Use the UP and DOWN ARROW keys to select one of the options.
Alternatively, if you press ESC ESC from the MTA Results screen onwards, then the following
message is displayed:
Do you wish to abandon this MTA?
Use the UP and DOWN ARROW keys to select “Yes” to return to the Policy Level screen, or “No” to
continue with the amendments.
(Open-i Truck) Open GI
Premium Override (MTA)
Providing you have the ‘Premium Override’ option enabled for the particular scheme in the Premium
Override Setup, an option for Premium Override will appear during the MTA process.
See the Premium Override section for further details.
(Open-i Truck) Open GI
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Permanent Adjustments
Permanent Adjustments
Use this option to make permanent adjustments to a policy:
1. Select the ‘Permanent Adjustment’ option from the Mid-Term Adjustment menu. The Initial
Details screen is displayed.
2. Complete the fields as detailed in The Initial Details Screen section. The Permanent
Amendments screen is then displayed:
3. Use the UP and DOWN ARROW keys followed by RETURN to select one of the following
options:
182

Amend Vehicle Details

Amend Cover Details

Amend Main Drive Details

Amend Address Details

Additional Driver Maintenance

Amend Add-On Cover

Amend Business Postcode

Amend Company Policy Details (if applicable)
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
Amend Custom Quote - you will need to have contracted with Open GI for your own
question set to be supported for this option to appear
4. When you have completed your amendments enter “Yes” in the Accept Permanent
Amendment(s)? field and click the Accept button (RETURN) to display the MTA Results
screen, otherwise press ESC ESC to restore the original risk.
(Open-i Truck) Open GI
Amend Vehicle Details
Use this option to make permanent amendments to the vehicle details, ie, incorrect registration
number details.
There is a provision for up to 5 vehicles on TruckWriter, although a scheme may not necessarily
quote for them.
1. Select ‘Amend Vehicle Details’ from the Permanent Adjustments menu to display the Amend
Vehicle Details screen:
2.
Select one of the following options from the Amend Vehicle Details screen:

Vehicle Number To Add

Vehicle Number To Delete

Vehicle Number To Amend

Vehicle Number To Replace
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3. When you have completed your amendments enter “Yes” in the Accept screen
amendments field or press ESC ESC to restore the original risk.
Vehicle Number To Add
Select a vehicle to add from 2 - 5. The system displays the Add Vehicle screen.
Add the vehicle details as required and they are displayed on the list at the top of the Vehicle
Maintenance screen.
Vehicle Number To Delete
Select a valid vehicle to delete from 1 - 5. The following message is displayed:
Do you wish to delete this vehicle?
Select “Yes” to delete the vehicle or “No “ to return to the Vehicle Maintenance screen.
You cannot delete the first vehicle if it is the only vehicle on the policy.
Vehicle Number To Amend
Select a valid vehicle from 1 - 5. You can then amend the vehicle details as required. Press ESC V to
perform a vehicle override as detailed in the Vehicle Override section.
The Cover details cannot be amended using this option.
If a vehicle override has previously been made on the selected vehicle, it is the rated vehicle details
that will be displayed here.
Vehicle Number To Replace
Select a valid vehicle to replace from 1 - 5. The following message is displayed:
WARNING! – This Will Clear All The Vehicle’s Details – Continue?
Select “Yes” to clear all the vehicle’s details apart from the Cover details or “No” to return to the
Vehicle Maintenance screen.
The Add Vehicle screen is displayed for you to enter new vehicle details.
(Open-i Truck) Open GI
Locate Bookmark
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Amend Cover Details
Use this option to make permanent changes to the cover details of a vehicle.
1. Select the ‘Amend Cover Details’ option from the Permanent Amendments menu. The
Amend Cover Details screen is displayed:
2. Use the TAB key to move the cursor through the four available fields on this screen, making
amendments as required. You can update the following fields:
Cover
Enter the type of Insurance cover required by the
proposer. This is a mandatory field.
Years NCB
Enter the number of years No Claims Bonus.
Protected Bonus
Enter “Yes” or “No” to protected bonus.
Voluntary Excess
Enter the amount of the voluntary excess required by
the proposer.
3. Press the Accept button (RETURN) when you have completed all the amendments.
Use the F8 and F9 keys to page though the vehicles on the policy.
(Open-i Truck) Open GI
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Amend Main Driver Details
Use this procedure to make permanent changes to the proposer’s personal details.
1. Select the ‘Amend Main Driver’s Details’ option from the Permanent Amendments menu. The
Amend Driver Details screen is displayed:
2. Use the TAB key to move the cursor though the fields, making amendments as required. You
can update the following fields:
Sex
Enter the sex of the driver. This field is mandatory.
Date of Birth
Enter the proposer’s date of birth if known in the format
DD/MM/YYYY.
Age
Enter the age of the Proposer.
Enter the driving status of the driver:
Driving Status
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
Casual.

Frequent.

Main.
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
Non – Driving.
Enter “Yes” if you need to amend the employment details
and complete the following fields:
Employ Details

Occupation - Enter the full time occupation of the
proposer.

Business - Enter the category of business in which the
proposer is employed.

Status - Enter the employment status of the proposer –
either “Full” or Part” time.
Marital Status
Enter the marital status of the proposer.
Residency
Enter the period of continuous residency of the proposer.
Enter a number in the first field followed by “Months” or
“Years” in the next field.
Licence Type
Enter the type of licence held by the driver.
Period Held
The period the proposer has held the licence. Enter a
number in the first field followed by “Months” or “Years”
in the next field.
Country Issued
Enter the country in which the licence was issued.
Other Licence
Enter “Yes” and the Other Licence screen is displayed.
Enter the following fields:

Operator – Enter your operator code.

HGV Licence – Enter the class of HGV licence held.

Period Held – Enter the period the other licence has
been held in years or months.

PSV? – Enter “Yes” or “No” to whether the driver
holds a Public Service Vehicle Licence.

Forklift? – Enter “Yes” or “No” to whether the driver
holds a Forklift Truck licence.
Motoring Orgs
Enter “Yes” or “No” to whether the proposer is a member
of a motoring organisation. If you entered “Yes” press
F1 for a list of organisations and press RETURN to
select.
Other Vehicles
Enter “Yes” or “No” to whether the driver has or had ever
had access to another vehicle or company vehicle. See
the section Other Vehicle Details Pop-Up for more
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details.
Homeowner
Enter “Yes” or “No”.
Smoker
Enter “Yes” or “No”.
Drinker
Enter “Yes” or “No”.
Name
This field is only applicable for company policies. Enter
“Yes” if you want to enter a named driver’s name. The
system displays an additional window, which allows you
to complete the following field:
Name (Driver 1)
Enter the first named driver’s full name.
When you select a company policy, the company address and postcode are automatically
copied from the Company details dialog into the Driver 1’s details and cannot be amended.
This is why the driver’s address and postcode are not shown for company policies.
Name and Address
Name
Address
This field is not applicable for company policies. Enter
“Yes” if you want to enter the proposer’s name and
address details. The system displays an additional
window that allows you to complete the following fields:
Enter the proposer’s full name.
Enter up to 4 lines for the proposer’s address. This is
not required to generate a quote.
If you have a licence for Open Address Lookup, an
will be displayed against the 1st line of the address
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field. Clicking on this (or pressing F1) will present the
Open Address Lookup dialog.
Post Code
Enter the Proposer’s Post Code. This is a mandatory
field.
When entering the details for drivers other than the proposer, only the Name field can be completed.
Accidents
Amend any existing accident details as required.
Convictions
Amend existing conviction details as required.
Disabled
Enter any disability details.
3. Press the Accept button (RETURN) when you have completed the fields to continue.
Amend Address Details
If this is a company policy and company name and address details have been supplied, then you will
not be able to amend the address details unless you first delete the company address details on the
Company Details dialog.
Use this option to make permanent changes to the proposer’s home address and the garaging
address of the vehicle.
1. Select the ‘Amend Address Details’ option from the Permanent Amendments menu to display
the Amend Address Details screen:
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2.
Use the TAB key to move the cursor through the fields, making amendments as required.
You can amend any of the fields shown on the Amend Address Details screen, apart from
the Name field.
3. Press the Accept button (RETURN) when you have completed the fields to continue.
Additional Driver Maintenance
Use this option to make permanent changes to the details of up to four additional drivers.
1. Select the ‘Additional Driver Maintenance’ option from the Permanent Amendments menu to
display the Additional Driver Maintenance screen:
The names of the existing additional drivers and their additional driver numbers are displayed
at the top of the screen.
2.
Use the UP and DOWN ARROW keys to update the following fields:
Who will drive?
Number Named
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Enter who will drive:

Any driver

Insured and Named

Insured Only
Displays the number of additional drivers. This field cannot
be amended as it is automatically updated when drivers
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are added or deleted.
Aged Over
Enter the minimum age of all drivers on the policy if you
have answered “Any driver” in the Who will drive? field.
Non-Motoring Convictions
Enter “Yes” or “No” to whether any driver has any nonmotoring convictions.
If any driver is added or replaced then the system will force the user to answer the Non-Motoring
Convictions field again.
Additional-Driver Number to Add
Enter the number of the additional driver you want to
add. See the Add Driver section below.
Additional-Driver Number to
delete
Enter the number of the additional driver you want to
delete. See the Delete Driver section below.
Additional-Driver Number to
Amend
Enter the number of the additional driver whose details you
want to amend. See the Amend Driver section below.
Additional-Driver Number to
Replace
Enter the number of the additional driver you want to
replace. See the Replace Driver section below.
3. Enter “Yes” in the Accept screen Amendments? field when you have completed the
changes to accept all the permanent amendments. Otherwise, enter “No” to abort all changes
or ESC ESC to abandon all changes and return to the Policy Level screen.
Add Driver
Enter the number of the additional driver in the Add Driver field if you want to enter the details for a
new additional driver. Up to 4 additional driver details may be added.
The system displays the Driver Details screen.
The system then displays the Personal Details screen.
Update the fields on this screen as required.
See the Personal Details Window section for further details.
Delete Driver
Enter the number 1 - 4 of the additional driver you want to delete. The following message is
displayed as shown below:
Are you sure you would like to delete this driver? Yes/No
Enter either:
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
“Yes” to delete the driver. The appropriate driver will be deleted from the list of additional drivers
at the top of the screen. Enter “Yes” in the Accept screen amendments field to save the
deletion.

“No” to abandon the deletion. Enter “Yes” to the Accept screen amendments field to return to
the original risk.

Or ESC ESC to abandon any changes and display the ESC ESC menu.
Amend Driver
Enter the number 1 – 4 of the additional driver you wish to amend. The driver details will be
displayed.
Amend the details as appropriate and press RETURN.
Enter either:

“Yes” in the Accept screen amendments field to save the amendments for this section.

or press ESC ESC to abandon any changes and display the ESC ESC menu.
Replace Driver
Enter the number 1 – 4 of the additional driver you wish to replace and press RETURN. The following
message is displayed as shown below:
WARNING - This will clear all this drivers details - continue? Yes/No
Enter either:

“Yes” to replace the driver. The appropriate drivers details will be cleared. Enter the appropriate
details and press RETURN. The new additional driver details are displayed at the top of the
screen. Enter “Yes” in the Accept screen amendments field to save the driver changes.

Or press ESC ESC to abandon any changes and display the ESC ESC menu
The MTA Result Screen is displayed with details of any changes to the premium.
(Open-i Truck) Open GI
Amend Add-On Cover
Use this option to include add-on cover for the policy:
1. Select the ‘Add-On Cover’ option from the Permanent Amendments menu to display the
Policy Add-On Cover screen. The available add-ons are displayed for the policy.
2. Enter “Yes” in the Required? field to include the add-on to the policy or enter “No” to remove
an existing add-on. The add-on charge will then appear in the Amount (£) column.
3. When this is screen is completed, enter “Yes” in the Cover Acceptable? field and press the
Accept button (RETURN). The Permanent Adjustments menu will then be re-displayed.
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Amend Business Postcode
Amend Business Postcode
If this is a company policy and company name and address details have been supplied, then you will
not be able to amend the Business Post Code unless you first delete the company postcode on the
Company Details dialog.
Use this option to amend the Business Postcode on the policy:
1. Select the ‘Amend Business Postcode’ option from the Permanent Amendments menu to
display the Amend Business Postcode screen.
2. Enter the new Business Postcode in the Business P’Code field and press the Accept button
(RETURN). The Permanent Adjustments menu will then be re-displayed.
Amend Company Policy Details
Use this option to amend the company details for a company policy:
1. Select the ‘Amend Company Policy Details’ option from the Permanent Amendments menu to
display the Policy Type window.
2. Enter "Yes" and the Company Details screen is displayed:
3. Use the TAB key to move the cursor through the available fields on this screen, making
amendments as required. You can update the following fields:
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Company Name
Enter the company’s full name.
Address
Enter up to 4 lines for the company’s address.
Post Code
Enter the company’s post code. This post code will be
automatically transferred to the Business Post Code
in the Driver’s details.
4. Press the Accept button (RETURN) when you have completed all the amendments. The
Permanent Adjustments menu will then be re-displayed.
(Open-i Truck) Open GI
Amend Custom Quote Questions At MTA
You will need to have contracted with Open GI for your own question set to be supported. Q uestions
captured by Aggregator are also available within the quotation engines for brokers who have
contracted for Custom Quote.
Use this option to view/make changes to the Custom Quote and Aggregator questions sets at Mid
Term Adjustment:
1.
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Select the ‘Amend Custom Quote’ option from the Permanent Amendments menu and click
the Accept button (RETURN). The Custom Quote Question Sets screen is displayed:
Open-i Truck
2. From here you can view or amend the Broker and Aggregator questions:
Broker Qs
Enter "Yes" if you want to display/amend the Broker
specific questions:
Click the OK button (RETURN) to accept any changes, otherwise click the Cancel button.
Aggreagtor Qs
Enter "Yes" if you want to display/amend the
Aggregator questions:
Click the OK button (RETURN) to accept any changes, otherwise click the Cancel button.
3. Click the Accept button (RETURN) when you have completed viewing/amending the Custom
Quote questions.
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4. The Permanent Amendments screen is re-displayed.If one or more questions are answered in
either of the two question sets, then the Amend Custom Quote field will show as "Yes", as
shown below:
(Open-i Truck) Open GI
Temporary Adjustments
Temporary Adjustments
Use this option to make temporary adjustments to the policy.
1. Select the ‘Temporary Adjustments’ option from the Mid - Term Adjustments menu. The
Temporary Adjustments menu is displayed.
2. Use the UP and DOWN ARROW keys followed by RETURN to select one of the following
options:

Temporary Additional Driver

Temporary Additional Vehicle

Temporary Substitute Vehicle
Only one Temporary Adjustment is allowed at any one time. A second temporary adjustment
cannot be processed until the first one has expired or is cancelled.
(Open-i Truck) Open GI
Temporary Additional Driver
Use this option to add additional drivers onto a policy for a temporary period defined by the insurer. It
is also possible to cancel a temporary additional driver under some circumstances.
See the Cancel Temp Driver section for details of how to do this.
1. Select the ‘Temporary Additional Driver’ option from the Temporary Adjustments menu to
display the Initial Details screen.
2. Complete these fields as required and press RETURN.
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If the ‘Temporary Additional Driver’ option is not supported by the Insurer the following
message is displayed: This MTA option is not supported by this scheme.
The Temporary Additional Driver Maintenance screen is displayed:
The names of the existing additional drivers and their Driver numbers, are displayed at the top
of the screen. Temporary drivers are identified by a ‘(Temporary)’ adjacent to their name.
You can only add, delete, amend or replace temporary additional drivers i.e. those with a
‘Temporary’ adjacent to their name using this function.
See the Permanent Adjustments section for information on these fields.
See the Add Driver section for details on adding a driver.
3. Enter “Yes” in the Accept Screen Amendments? field when you have completed the
changes to accept the temporary amendments. The Temporary Cover Termination screen
is displayed:
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Expiring on
Enter the date and time of expiry.
Are all details correct?
Enter “Yes” to accept the changes. Otherwise, enter
“No”.
The MTA Result Screen is then displayed with details of any changes to the premium.
(Open-i Truck) Open GI
Temporary Additional Vehicle
Use this option to add additional vehicles onto a policy for a temporary period entered by the broker.
It is also possible to cancel a temporary vehicle if the adjustment is still in force.
See the Cancel Temp Additional Vehicle section for details of how to do this.
1. Select the ‘Temporary Additional Vehicle’ option from the Temporary Adjustments menu to
display the Initial Details screen.
2. Complete these fields as required and press RETURN.
If the ‘Temporary Additional Vehicle’ option is not supported by the Insurer the following
message is displayed: This MTA option is not supported by this scheme.
The Temporary Additional Vehicle Maintenance screen is displayed:
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The details of any other additional vehicles are displayed at the top of the screen. Temporary
vehicles are identified by a ‘(Temporary)’ adjacent to their details.
You can only add, delete, amend or replace temporary additional vehicles i.e. those with a
‘Temporary’ adjacent to their details using this function.
See the Permanent Adjustments section for information on these fields.
See the Vehicle Number To Add section for details on adding a vehicle.
3. Enter “Yes” in the Accept screen Amendments? field when you have completed the
changes to accept the temporary amendments. The Temporary Cover Termination screen is
displayed.
4. Enter the date and time of expiry and then enter “Yes” to accept the changes. The MTA
Result Screen is then displayed with details of any changes to the premium.
(Open-i Truck) Open GI
Temporary Substitute Vehicle
Use this option to add a temporary substitute vehicle onto a policy for a temporary period entered by
the broker. It is also possible to cancel a temporary substitute vehicle if the adjustment is still in force.
See the Cancel Temp Substitute vehicle section for details of how to do this.
1. Select the ‘Temporary Substitute Vehicle’ option from the Temporary Adjustments menu to
display the Initial Details screen.
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2. Complete these fields as required and press RETURN.
If the ‘Temporary Substitute Vehicle’ option is not supported by the Insurer the following
message is displayed: This MTA option is not supported by this scheme.
The Temporary Substitute Vehicle Maintenance screen is displayed:
The details of the existing vehicle are displayed at the top of the screen. Temporary vehicles
are identified by a ‘(Temporary)’ adjacent to their details.
You can only add, delete, amend or replace temporary substitute vehicles i.e. those with a
‘Temporary’ adjacent to their details using this function.
See the Temporary Additional Vehicle section for details on adding an additional vehicle.
3. Enter “Yes” in the Accept screen Amendments? field when you have completed the
changes to accept the temporary amendments. The Temporary Cover Termination screen is
displayed.
4. Enter the date and time of expiry and then enter “Yes” to accept the changes. The MTA
Result Screen is then displayed with details of any changes to the premium.
(Open-i Truck) Open GI
Locate Bookmark
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Other MTA Options
Convert Pending
Use this option to convert a pending proposal when you have received proof of NCB and/or a signed
proposal.
1. Select the ‘Convert Pending’ option from the Mid Term Adjustment menu. The Convert
Pending screen is displayed.
2.
Complete the following fields:
Do you have a signed
proposal in
your possession?
Enter “Yes” to continue or enter “No” to amend
later
Proof of NCB Possessed
Enter “Yes” if you have proof of their NCB.
Otherwise, enter “No”.
Previous Insurer
Displays previous Insurer details. This field
cannot be amended.
Policy Number
Enter the Insurer policy number
Expired
Displays the date of expiry. This field can be
amended.
If you enter “Yes” in this field, the following
fields become available:
Only some insurers allow alteration.
3. Enter “Yes” in the Accept screen Amendments? field when you have completed the
changes to accept all the permanent amendments. Otherwise, enter “No” to return to the
Policy Level screen.
You can only convert a proposal that has a status of “Pending”, and if the Covernote has not
expired.
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Not Taken Up
Use this option to cancel a policy before it has become active. For example, if a policy is created on
March 1st to commence on March 10th, then the ‘Not Taken Up’ option may be used to cancel the
policy from March 1st to the 9th.
From March 10th onwards, the ‘Cancel Policy’ option must be used instead. If you try to run this
option after the policy has become active, then the following message is displayed in the top half of
the screen:
If you select this option before the policy becomes active, the Terminated On field on the Policy
Level screen will indicate that the policy has been cancelled effective from the current date.
(Open-i Truck) Open GI
Late Disclosure
Use this option to notify Insurers of any convictions or accidents that occurred prior to the inception of
the policy that were not noted when the policy was originally taken out.
1. Select the ‘Late Disclosure’ option from the Mid Term Adjustment menu. The Late
Disclosure screen is displayed:
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2. Select the required driver from the pick list in the Select Driver field. The Accidents screen is
displayed:
3. Complete the following fields as required:
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Incident Date
Enter the date of the incident.
Incident Type
Enter the type of accident.
% Recov
Enter the percentage amount of the claim
recovered.
Claim Amount
Enter the amount of the claim.
NCB Affect
Enter “Yes” if the NCB is affected. Otherwise,
enter “No”.
At Fault
Enter “Yes” if the driver is at fault. Otherwise,
enter “No”.
Pers. Injury
Enter “Yes” if there was a personal injury.
Otherwise, enter “No”.
TP Cost
Enter the claim cost related to any third party.
Policy
Enter on whose policy the claim was made.
Press F1 for a list of available entries.
Description
Enter a description of the accident. Press F1
for a list of available entries.
4. Press the
button (F11) to proceed to the Convictions screen. Complete the following
fields as required:
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Offence Date
Enter the date when the offence was
committed.
Conviction Date
Enter the date of the conviction. If the
conviction is pending, leave blank.
Conv. Code
Enter the code that identifies type of offence.
Press F1 for a list of possible entries.
Sample Type
Enter the type of sample that was provided:
blood, breath or urine.
Sample Level
Enter the alcohol reading if sample was
provided.
Fine
Enter the value of any fine that was imposed as
a result of the offence.
Disqu. Period
Enter any period of disqualification in months.
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Pnts
Enter the number of points.
Acc no
If the conviction was the result of a particular
accident which you recorded on the Accident
screen, enter the accident number.
5. Press the Accept button (RETURN) to accept the late disclosure details. The MTA Results
screen is displayed:
If the quote is not acceptable, the policy must be cancelled. You must also contact the insurer
to ascertain whether or not the policy was void from inception.
6. Enter “Yes” in the Accept? field to accept the changes you have made and return to the
amended Policy level, or “No” to abandon the changes you have made.
(Open-i Truck) Open GI
Suspend Policy
Use this option to suspend a policy at the proposer’s request at any time after it has come into force.
1. Select the ‘Suspend Policy’ option from the Mid Term Adjustment menu. The Initial Details
screen is displayed.
2. Complete the fields as required and press RETURN to continue. The policy is suspended and
the Document Generation screen is displayed.
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3. Enter “Yes” to print the schedule and press RETURN. The following message is displayed:
Policy Suspended - The Certificate Should Now Be Recovered. Press
[enter] to continue.
(Open-i Truck) Open GI
Reinstate Policy
Use this option to re-instate a policy that was earlier suspended. This option also calculates the
amount of credit due to the client.
1. Select the ‘Reinstate Policy’ option from the Mid Term Adjustments menu. The
Reinstatement Date & Time screen is displayed.
Operator
Enter your Operator code.
Reinstatement Date
Enter the effective date of reinstatement.
Effective Date
Enter the effective time for the reinstatement.
When you have completed these fields, press RETURN. The Reinstate Policy screen is
displayed.
The following fields are displayed:
Date of Suspension
Displays the date when the policy was
suspended.
Date of Reinstatement
Displays the today’s date as the date when the
policy is to be reinstated.
Policy Expiry Date
Displays the date the policy expires.
Days Suspended
Displays the number of days that the policy was
suspended.
Credit Accrued for
Suspended Period
Displays any credit accrued for the
suspended period.
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Administration Charge
Displays any administration charge.
Actual Credit
Displays any actual credit left.
2.
In the Accept? field, enter “Yes” to confirm the reinstatement or “No” to return to the previous
screen.
The return premium is calculated, if applicable, and displayed.
Depending upon the Insurer, the return premium may be returned to the client in the form of a
credit note. If this is so, the credit note is now printed and the following message is displayed:
Credit Note Acceptable?
Enter “Yes” to complete the operation and return to the Policy Level screen or “No” to reprint
the credit note.
(Open-i Truck) Open GI
Cancellations
Use this option to cancel a policy or a particular part of a policy:
1. Select the ‘Cancellations’ option from the Mid Term Adjustments menu. The Cancellations
menu is displayed.
2. Use the UP and DOWN ARROW keys to select one of the following options and then press
RETURN:

Cancel Policy

Cancel Temp Driver

Cancel Temp Additional Vehicle

Cancel Temp Substitute Vehicle

Cancel Green Card - This option is not currently available.
Cancel Policy
Use this option to cancel a policy:
1. Select the ‘Cancel Policy’ option from then Cancellations menu.
2. Enter either “Insurers“ or “Proposers” as appropriate and press RETURN.
The system differentiates between polices cancelled by the Insurer and those cancelled by the
Proposer, as this affects the calculation of the final payment due.
The Initial Details screen is displayed. Confirm the date of the cancellation.
The following message is displayed:
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Have there been any claims since the start of the policy?
3. Select “Yes “ or “No” as required. The MTA Results screen is displayed:
This will take into account any suspended periods whilst calculating the premium.
4. Enter “Yes” in the Accept field to proceed to the Document Generation screen or “No” to
return to the Policy Level screen.
5. If you accepted the cancellation the Policy level screen is displayed with the Terminated On
field indicating that the policy has been cancelled effective from the current date.
Cancel Temp Driver
Use this option to cancel a temporary driver:
1.
Select the ‘Cancel Temp Driver’ option from the Cancellation menu. The Initial Details screen
is displayed.
2. Complete the fields as required and press RETURN. This cancels all temporary drivers on the
policy and displays the Document Generation screen.
Cancel Temp Additional Vehicle
Use this option to cancel a temporary vehicle.
1. Select the ‘Cancel Temp Additional Vehicle’ option from the Cancellation menu. The Initial
Details screen is displayed.
2. Complete the fields as required and press RETURN. The temporary vehicle on the policy will
be cancelled and the system displays the Document Generation screen.
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Cancel Temp Substitute Vehicle
Use this option to cancel a temporary substitute vehicle.
1. Select the ‘Cancel Temp Substitute Vehicle’ option from the Cancellation menu. The Initial
Details screen is displayed.
2. Complete the fields as required and press RETURN. The temporary substitute vehicle on the
policy will be cancelled and the system displays the Document Generation screen.
(Open-i Truck) Open GI
Remove Adjustment
Use this option to remove an adjustment that has been entered but is not yet in force:
1. Select the ‘Remove Adjustment’ option from the Mid-Term Adjustment menu. The Remove
Adjustment Confirmation screen is displayed.
2.
The last adjustment on the policy is displayed and you are asked if you want to remove it.
3. Enter “Yes” to remove adjustment or “No” to cancel and then press RETURN. The policy level
is then re-displayed with the amendment and any linked documents deleted.
(Open-i Truck) Open GI
MTA Results Screen
This screen displays the results of the changes you have made to the policy details.
Complete the following fields:
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Accept?
Enter “Yes” to process the MTA and progress to
any Post Quote screens or enter “No” to return to
the previous screen.
Depending on the Insurer scheme and the MTA changes, additional Post Quote/Supplementary
Details screen may follow the MTA Results screen. Further details of these screens can be found in
the Completing A Proposal chapter.
Show Workings?
Enter “Yes” or “No” to whether you want to
display the quote workings for the amended
premium.
Post Quote Completion Screen
Enter “Yes” in the Are all details correct? field to continue. The Document Generation screen is
displayed.
See the Document Generation Screen section for further details.
(Open-i Truck) Open GI
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Document/Covernote Generation Screens
Document Generation Screen
The Document Generation screen allows you to print/reprint any documentation linked to the policy.
If you have selected a reprint option the words reprint will appear before each of the print options.
The Document Generation screen displays the basic information of the policy, including the
company name if it is for a company policy, and displays the following fields:
Not all of these fields may be displayed. The fields displayed depend on the transaction status of the
policy.
Print Proposal?
Enter “Yes” to print the Proposal documentation
now, or “No” to print later.
Signed Proposal?
Enter “Yes” if a Signed Proposal has been
received or “No” if it has not.
Commit proposal?
Enter “Yes” or “No”. If you enter “Yes”, the Core
Back-Office client and policy levels are created
(i.e. client, policy, risk levels), the proposal is
committed to the network and any documentation
requested is printed. If either NCB proof is not
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available or the proposal is not signed, a
message is displayed indicating that this is saved
as an outstanding proposal. A certificate is not
printed.
The Signed Proposal and Commit Proposal questions control the pending status of the policy (if
pending is supported by the Insurer).
Print Certificate?
Enter “Yes” or “No” to print a certificate.
Print Schedule?
Enter “Yes” or “No” to print a schedule.
Print Covernote?
Enter “Yes” to this option to proceed to the
Covernote Generation screen.
The Covernote Generation screen is displayed if covernotes are required.
(Open-i Truck) Open GI
The Covernote Generation Screen
This screen allows you to print the covernotes.
The company name is displayed at the top of this screen if it is for a company policy.
The screen provides the following fields:
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Reason for issue
Displays the reason that the covernote is being
generated, for example ‘New Business’ or ‘Mid
Term Adjustment’. This cannot be amended for
EDI cases.
Duration
For each scheme, Insurers specify a minimum
and maximum covernote duration. You may enter
a value anywhere between these two values in
this field. However, if the minimum and
maximum values are identical then the duration is
set to that value and may not be altered.
Operator
Enter an operator code of up to 6 characters.
This field is mandatory.
Print
Enter “Yes” to print the Covernote, or “No” to
postpone.
Special Restrictions
If there are any special restrictions that apply to
any of the vehicles covered by the policy, enter
“Yes” in the field. The Special Restirctions
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screen is displayed.
Special Restrictions Screen
You can enter up to 3 lines of 60 characters per vehicle. The information you enter here is displayed
on the covernote documentation.
Once you have completed this screen, the Main Quotation screen is redisplayed. This screen
contains details of the quotation you have just generated, but you can alter or delete them as
necessary to generate a new proposal.
Press ESC ESC to return to Core Back-Office.
(Open-i Truck) Open GI
Non-EDI Mid-Term Adjustments
This section describes how to use the Mid-Term Adjustment facility for non-EDI schemes. This allows
you to revise a quotation and a policy in mid-term if there are any changes to details which affect the
premium, e.g. the vehicle type.
For EDI Mid Term Adjustments see the EDI Mid Term Adjustments section.
Mid-Term Adjustments can only be made on POS policies i.e. those which have been saved to Core
Back-Office using the ‘Complete a Proposal’ option. The ‘Mid-Term Adjustment’ option is not
displayed on the TruckWriter Entry menu if the policy is not POS enabled.
To make a Mid-Term Adjustment:
1. Select an existing client reference and POS policy. Press ESC T to display the TruckWriter
Entry menu:
2. Select the ‘Mid Term Adjustment’ option and press RETURN. The first MTA Calculation
screen is displayed. The following details are displayed:
3.
BROOMS Ref.
The client reference from which you are
working.
Client’s Name
The name of the client whose details you are
amending.
Insurer
The name of the insurer that you are
calculating the adjustment for. You can change
the insurer if this field is blank. Press F1 to
display a list of possible entries.
Press RETURN to accept the entries. The following details are displayed:
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Last Renewal Date
The date the policy was last renewed.
Premium
The quoted premium.
Excess
The voluntary excess for the policy.
Effective Date
The date from which the MTA is to take effect.
If the policy is already live, then this field
defaults to the current date, but can be
amended. If the policy start date is in the future,
then this field defaults to that date and cannot
be amended.
4. Change the ‘Effective Date’ (if possible) to suit the client’s requirements. Press the DOWN
ARROW key to move to the Amend which details field.
5. Enter the type of change you want to make to the policy, e.g. “Address”, “Cover”, “Drivers”,
“Other”, or “Vehicle”. Press F1 for a list of possible entries.
6. Press RETURN to continue. The Quotation screen is displayed to allow you to edit the
required details. The only field on this screen that cannot be amended is the Cover Date,
which defaults to the policy issue date.
7. Press RETURN when you have completed the changes in the Quotation screen. The POS
screens are displayed.
8. Complete any details required by the POS process and enter “Yes” in the Are all details
correct? field on the Post Quote Completion screen.
See the Point Of Sale Details Screens section for further information on POS screens.
The Requoted Premium Details screen is displayed.
If the alterations made to the policy do not comply with the Insurer’s conditions, then this
screen advises you to contact the Insurer. Alternatively, the policy may be refused.
9. Enter “Yes” in the Show Workings field to view details of the policy workings, including
reasons for referral or refusal.
If the policy has been refused, you must return to Core Back-Office via the Exit POS screen
before attempting another MTA. Either enter “No” in the Show Workings field or press
RETURN after viewing the workings to display the Exit POS screen.
If the MTA is accepted, the MTA Results screen is displayed detailing the new premium
calculations.
An asterisk next to the new premium figure indicates that there are special insurer terms
associated with this premium.
10. Enter “Yes” in the Quotation Details field to view the quotation workings in more detail.
Otherwise, enter “No” and press RETURN. The Requoted Premium Details screen is
redisplayed.
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11. Enter “Yes” in the Accept Quote field and press RETURN to continue. The Document
Generation screen is displayed to enable you to print new Covernote documentation if
required.
12. Enter “Yes” in the Print Covernote field and press RETURN to display the Covernote
Generation screen.
See the Covernote Generation Screen section for information on completing this screen.
When you have completed these screens, you are returned to the Policy Level Details
screen of the policy in Core Back-Office, which now displays the new premium.
(Open-i Truck) Open GI
Edit Core Back-Office Risk Level Frames (ESC E)
You can edit Core Back-Office Risk Level frames using ESC E to enter TruckWriter.
1. The Main Entry screen is displayed in Risk Level Edit Mode:
2. Amend the details as required.
3. Press the Update L3 Frames button (ESC S). The following message is displayed:
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4. Press the OK button (RETURN). The amendments are saved back to the Risk Level frame.
(Open-i Truck) Open GI
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7: The Renewals System
The Renewals System
The Renewals features of TruckWriter are only available to Brokers with EDI capability. They are
used to facilitate the process of renewing policies that are approaching or have arrived at their expiry
date.
Insurers can send renewal invitations down the EDI link to their Brokers, and the system
automatically processes the details of the invitations, in some cases actually printing all the
necessary documentation as a background process.
Insurers usually send invitations out 4-6 weeks before the policy is due for renewal. This should give
the Broker and proposer time to make any arrangements necessary for the renewal of the policy.
Automatic Renewal Acceptance
You can use the automatic calling of the Renewal Acceptance process when a user accepts a
payment against a renewal transaction in Core Back-Office.
This feature means you do not have to remember to go into the relevant post quote system and then
to manually trigger a renewal acceptance process. It also saves on keypresses.
The Allow BROOMS Auto Acceptance? field can be switched on or off in the TruckWriter POS
Broker Amendment.
DDI And Non - DDI Policies
DDI policies, those which are set up for direct debit payments, are treated differently by the system. It
is possible for these policies to be set up for automatic renewal, at the discretion of the Insurer.
Therefore, the system handles DDI policies in a different way to non - DDI policies. Where relevant,
these differences are noted and explained in this guide.
Once you have completed the New Business Post Quote screens and saved the policy to Core BackOffice, as detailed in the Completing A Proposal chapter, you can access the TruckWriter Entry
menu.
(Open-i Truck) Open GI
Daily Renewals Process
Daily Renewals Process
The Daily Renewal Options menu is displayed the first time that TruckWriter is accessed by an
authorised operator each day.
The options listed on the menu should be performed on a daily basis to ensure that the renewal
records are kept up to date.

Exception Report

Invitation Report

Produce Renewal Notice
You can continue without generating any reports by selecting the ‘Quit’ option and pressing
RETURN.
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You can also produce any of the reports listed on this screen using the TruckWriter Main menu on
your TRIPOS system.
(Open-i Truck) Open GI
Print Options For The Daily Renewal Reports
The following options are available for the postquote reports:
The 'When Printer Busy' option only appears on the Transaction Exception Report and Impending
Renewals Report.
How To Print To A Physical Printer
Printer
LP:
(followed by the name of the printer, if required).
Print To
Printer.
From
Enter the date from which you want records to be
included in the report.
To
Enter the renewal date up to which you want policies
that are due for renewal to be included in the report.
Branch
Enter “All” if you want the report to include records from
all branches. Otherwise, enter “Current” to only include
the current branch.
When printer Busy
If this option is available on your selected Daily Renewal
Report, select "Spool To File" or "Wait Until Free".
How To Print To A Virtual Printer (ReportNet, Open Print Manager, Open Document
Centre)
Printer
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ReportNet
PC:<filename>
Open Print Manager
PDF:
CPQ:
It is also possible to enter a filename to print to, e.g.
enter:
pdf:filename
OR
CPQ:filename
in the dialog – this will cause the file to be named with
the filename entered in the Print Queue.
A further parameter can be added to specify a different
printer by entering:
pdf:filename,lp:printer
OR
CPQ:filename,lp:printer
where printer is the name of the different printer. A
potential use of this would be to specify a landscape
printer.
Open Document Centre
SPQ:
It is also possible to enter a filename to print to, e.g.
enter:
SPQ:filename
in the dialog – this will cause the file to be named with
the filename entered in the Print Queue.
A further parameter can be added to specify a different
printer by entering:
SPQ:filename,lp:printer
where printer is the name of the different printer. A
potential use of this would be to specify a landscape
printer.
Print To
Select "Printer" or "File".
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From
Enter the date from which you want records to be
included in the report.
To
Enter the renewal date up to which you want policies
that are due for renewal to be included in the report.
Branch
Enter “All” if you want the report to include records from
all branches. Otherwise, enter “Current” to only include
the current branch.
When Printer Busy
If this option is available on your selected Daily Renewal
Report, this must be set to "Wait Until Free".
"Spool to file" will not work with virtual printers.
How To Print To A Consolidated Report (BrokerLink Report Utility)
Printer
Leave blank to send the report file to the TruckWriter
Report Utility.
One consolidated report will be created for all branches.
Print To
Select "File".
From
Enter the date from which you want records to be
included in the report.
To
Enter the renewal date up to which you want policies
that are due for renewal to be included in the report.
Branch
Enter “All” if you want the report to include records from
all branches. Otherwise, enter “Current” to only include
the current branch.
When Printer Busy
If this option is available on your selected Daily Renewal
Report, select "Wait Until Free".
(As printer is blank it will actually revert to "Wait Until
Free" despite what is entered).
(Open-i Truck) Open GI
Locate Bookmark
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Transaction Exception Report
This report is only produced if there is an error in the incoming renewal invitations.
This option can be accessed from the Daily Renewal Options menu or from the TruckWriter POS
menu.
Complete the following fields:
Insurer
Press F2 for a list of insurers or enter the 4 character
code of the insurer for whom you want to produce the
report. Leve blnak to produce a report on all insurers.
Print To
Indicate whether you want the report printed to a file or
to a printer.
Printer
Enter the name of the printer where the report is to be
produced or leave blank to send the report file to the
relevant TruckWriter Report Utility.
One consolidated report will be created for all branches.
Refer to the Print Options For The Daily Renewal
Reports page for further details on printing to a physical
printer,a virtual printer or to a Consolidated Report that
appears in the TruckWriter Report Utility.
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Accept these records as
reported?
Enter “Yes” if you want the reported errors marked as
reported on the database, this prevents them from being
printed again when this report is next generated.
Otherwise, enter “No”.
Branch
Enter “Current” to run the report for the current branch
only. Alternatively, enter “All” to run a report for all
branches
When Printer Busy
Refer to the Print Options For The Daily Renewal
Reports page for further information.
Refer to the TruckWriter Report Utility section for further details.
(Open-i Truck) Open GI
The Renewal Options Menu
The Renewal Options Menu
You must use the Renewal Options menu to produce renewal invitations manually, or make other
amendments to renewal details. You access this menu by selecting the ‘Renewals Menu’ option from
the TruckWriter EDI Entry menu:
Press ESC T when a completed Policy Account Details screen is displayed in Core Back-Office to
access the TruckWriter EDI menu.
If ESC T is pressed from the Policy Level, a warning message may be displayed if set in Broker
Amendment, indicating if a policy has been converted to a manual policy. See the Updating The
Policy Record (EDI To Manual Status) page.
Select the 'Renewals Menu' option and the Renewal Options menu is displayed:
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The bottom half of this screen contains the Audit Trail, which lists details of the status of the
transaction. The types of status are as follows:
Waiting
The transaction is pending on the system until
the effective date. Therefore it will not be
transmitted until this time.
Complete
The transaction is marked Committed on the
effective date, and will be transmitted during the
next network connection after this date is
reached.
Invited
The policy has been invited for renewal, either
automatically following an instruction over the
network, or manually using the ‘Renewal
Override’ option.
Renewed
The policy has been renewed, either
automatically or using the ‘Accept Renewal’
option.
S. Invited
This stands for Suspended Invited, and is applied
to a policy when a claim has been made after the
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Insurer has transmitted a renewal invitation, but
before the proposer has accepted it.
See the Renewal Acceptance section for further details.
Lapsed
The policy has lapsed. This happens
automatically if an invitation for renewal is not
sent before the renewal date, providing this is
supported by the insurer, or when the renewal
has not been accepted before the renewal date
plus an insurer specific number of days grace.
Alternatively, a DDI policy may be manually
lapsed using the ‘Lapse Policy’ option.
See the Print Renewal Notice section for further information.
The options available on the Renewal Options menu vary, depending on whether you are working on
a DDI or non-DDI policy, and on the requirements of your brokerage.
(Open-i Truck) Open GI
DDI Renewal Options
The following DDI renewal options available are:

Renewal Acceptance

Lapse Policy

Print Renewal Notice

Conditional Renewal

Premium Override

Renewal Override

View Broker Notes

Print Broker Notes

Remove Acceptance

Excess Override
The ‘Lapse Policy’ option available for DDI policies is only available after any conditions on the
acceptance have been fulfilled.
(Open-i Truck) Open GI
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Non-DDI Renewal Options
The following Non DDI renewal options available are:

Renewal Acceptance

Print Renewal Notice

Premium Override

Renewal Override

View Broker Notes

Print Broker Notes

Remove Acceptance

Excess Override
The following descriptions of these functions note whether they are common to DDI and non-DDI
policies or not, and whether they are custom options.
(Open-i Truck) Open GI
Password Entry
If an authorisation code is required, the Password Entry screen is displayed.
A second screen may be displayed to enter a free text authorisation code.
(Open-i Truck) Open GI
Renewal Acceptance (Both)
When you select this option, the following message may be displayed, dependent upon the Insurer:
Have there been any claims since the policy was invited on <DATE>?
In this instance, <DATE> is the renewal invitation transmission date or renewal override creation
date.
If you enter “Yes”, then the following screen is displayed:
Insurer authorisation must now be obtained. Please provide claim
details to the insurer. The invitation will then be suspended until
the insurer decides to re-invite the policy. Press Return to
continue.
Depending on the insurer, the Password Entry dialog may be displayed for you to enter a verification
code to continue.
The invitation status is changed to Suspended Invitation and the acceptance process is abandoned.
The following screen is then displayed:
The invitation has now been suspended. The insurer must now re-invite
the policy otherwise it will lapse. Press Return to continue.
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When a policy’s status is marked as S. Invited (Suspended Invitation) it cannot be renewed. The
Insurer must be contacted and provided with details of any claims. It is up to the insurer to decide
whether to decline the renewal or re-transmit a revised invitation.
If you enter “No”, the Renewal Acceptance screen is displayed .
Four options are displayed in a menu on this screen.
Use the UP and DOWN ARROW keys to move through the following options and press RETURN to
confirm:

Accept Renewal

Amend Renewal

Premium Override (if supported by the Insurer)

Exit
Accept Renewal
When you select this option, you are prompted for an Operator code of up to 6 characters. Once you
have entered this code the system marks the policy as renewed.
The Document Generation screen is then displayed giving you the option of printing the renewal
documentation, providing this is supported by the Insurer.
The Document Generation screen is detailed in the Document Generation section.
Amend Renewal
When you select this option, the following Permanent Amendments screen is displayed.
The Permanent Amendments menu is the same one that appears during the MTA process, apart
from the ‘Change Payment Method’ option:

Amend Vehicle Details

Amend Cover Details

Amend Proposer’s Details

Amend Address Details

Additional Driver Maintenance

Amend Add-On Cover

Amend Business Postcode

Amend Payment Method – (Renewals Only)
Premium Override (Both)
When you select this option, the Manual Premium Override screen is displayed.
Please refer to the Premium Override section for further details.
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Once you have entered the relevant details on this screen, press RETURN. The Renewal
Acceptance screen is redisplayed, along with any premium adjustments entered.
Exit
Select ‘Exit’ to take you back to the Renewal Options menu.
(Open-i Truck) Open GI
Amend Payment Method
This option allows you to change the payment method for the renewal:
1. Select the ‘Amend Payment Method’ option from the Permanent Amendments menu.
2. The Payment screen is displayed.
The Payment Details screen is detailed in the Completing A Proposal chapter.
(Open-i Truck) Open GI
Renewal Premium Recalculation Screen
When all the amendments have been completed and the ‘Accept Renewal’ option is selected the
Renewal Premium Recalculation screen is displayed.
This screen displays a summary of the revised renewal premium, broken down to show the Policy
and Add-On Cover premiums separately.
This screen displays the amended premium details of the policy. The following fields are available:
Accept (N to Amend)
Enter “No” in this field to return to the Renewal
Amendments menu. Enter “Yes” to continue with
the renewal.
View Terms
Enter “No” to proceed to the Accept (N to
Amend) field or enter “Yes” to view
endorsements/Add-Ons applicable to the policy.
The Terms screen is then displayed as shown
below.
Terms Screen
Any Add-Ons applicable to the policy will be displayed under the Addons section.
The following fields are available:
View Endorsement Wordings
Enter “Yes” to view the wording for an
endorsement. An endorsement list will appear at
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?
the bottom of the screen containing the
Endorsement code and description. Use the Up
and DOWN ARROW keys to select an
endorsement and press RETURN to view the
wording. Press ESC ESC to exit.
Continue ?
Enter “Yes” to continue to any Post Quote
screens and to the Renewal Acceptance screen
or “No” to go back to the Renewal Amendments
menu.
(Open-i Truck) Open GI
Mid-Term Adjustments In The Renewal Invite Period
It is possible to make Mid Term Adjustments to a policy that has been invited for renewal before it
has been accepted. The system performs the MTA as normal (refer to the Mid Term Adjustments
chapter for full details). After the MTA Results screen the system displays the Renewal Premium
Recalculation screen.
(Open-i Truck) Open GI
Conditional Renewal (Both)
This is used when the Insurer requires a condition to be met before accepting renewal.
Types of conditions are:

Evidence Required - An invited renewal where some form of documentary evidence may be
required before an Insurer is prepared to renew the policy, i.e. Medical Declaration.

Enforced change to policy - An invited renewal where an Insurer is only prepared to renew if
cover is changed, i.e. incepted with Comprehensive cover but Insurer is only prepared to offer
renewal on Third Party Fire & Theft.

Policy declined unless condition met - An Insurer is only prepared to renew the policy if a
certain condition is met, i.e., due to claims experience of an existing driver on the policy, (not the
Proposer) driver must be removed.
This will appear as a separate option on the renewal menu if the policy is payable by Direct Debit, as
the policy will not be automatically renewed unless the condition detailed has been met. The policy
will automatically lapse on renewal date unless the Broker/Intermediary intervenes. On non-DDI
policies, the policy will lapse if the condition cannot be met by a certain number of days after the
renewal date.
Then number of days before a non-DDI policy will lapse is dependent upon the Insurer.
(Open-i Truck) Open GI
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Print Renewal Notice (Both)
When you select this option, you are prompted to enter the name of the printer you want to use. The
renewal notice and notice to policyholder, if supported for the current policy, is printed.
Unlike the Produce Renewal Notices facility, this procedure does not run as a background process,
and therefore you must wait until printing is finished before continuing.
You cannot accept a renewal until the Renewal Notice has been printed.
(Open-i Truck) Open GI
Premium And Renewal Override
Premium Override (Both)
When you select this option, the Manual Premium Override screen is displayed:
Please refer to the Premium Override section for further details.
Once you have entered the relevant details on this screen, press RETURN. The Acceptance Options
menu is redisplayed.
(Open-i Truck) Open GI
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Renewal Override (Both)
Use this option to override the details of the policy to be renewed.
Depending on the insurer, the Password Entry dialog may be displayed for you to enter a verification
code to continue.
If a renewal invitation already exists for the policy, a warning is displayed stating that the existing
renewal invitation will be deleted if you continue.
The Renewal Details screen is then displayed:
Renewal Premium Including
IPT
This is a mandatory field. Enter the Renewal
Premium
IPT Rate
Enter the IPT rate.
Amend details at Vehicle
Level
Enter “Yes” and you will be taken to the
Vehicle Number field. Enter the number of the
vehicle you want to amend and press
RETURN.
Vehicle Number
You can only enter this field if you have
answered “Yes” to the Amend details at Vehicle
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Level field. Enter the vehicle number you want to
amend and press RETURN. The Vehicle Level
Renewal Details screen will then be displayed..
Amend details at Policy
Level
Enter “Yes” and the Policy Level Renewal Details
screen will be displayed..
Enter “Yes” in the Accept Changes? field and
press RETURN to return to the Renewal Options
menu.
Vehicle Level Renewal Details
Endorsements
Enter “Yes” and an Endorsements screen will be
displayed where you can Add/amend and delete
endorsements.
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For further details on this Endorsements screen, see the section starting ESC 1 – Add An
Endorsement.
No Claims Bonus
Enter “Yes” to add/amend the NCB applicable.
The No Claims Bonus window will be displayed.
Loadings/Discounts
Enter “Yes” to add/amend loadings and
Discounts. See the section The
Loadings/Discounts Window.
Add-Ons
Enter “Yes” to add/amend the Add-Ons
applicable. (if supported by the Insurer).See the
Add-Ons Window section.
Excesses
Enter “Yes” to add/amend the excesses
applicable. The Excesses Window will be
displayed.
Enter “Yes” to the Accept Changes? field and the Renewal Details screen will be redisplayed.
(Open-i Truck) Open GI
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Policy Level Renewal Details Screen
Loadings/Discounts
Enter “Yes” to add/amend the loadings and
discounts. See the section The
Loadings/Discounts Window.
Add-Ons
Enter “Yes” to add/amend the Add-Ons
applicable (if supported by insurer). See the AddOns Window section.
Enter “Yes” to the Accept Changes? field and the Renewal Details screen will be redisplayed.
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The Loadings/Discounts Window
The Loadings/Discounts window can be accessed from the Vehicle Level Renewal Details or
Policy Level Renewal Details screens. If you already have loading and discounts entered, a list of
these will be displayed giving you the option to Add/Amend or delete them, otherwise you will be
given the option to Add one. Enter “Yes” to add a load/discount and the Loading/Discounts window
will then be displayed.
Code
Enter the code use for the loading/discount.
Value
Enter the value of the load/discount in pounds.
Percent
Enter the percentage of the load or discount.
Type
Enter whether the adjustment is a load or
discount.
Deleting A Loading Or Discount
From the Loadings/Discounts window, select the loading or discount you want to delete. Once it is
highlighted, press ESC 2. A message will be displayed:
Do you want to delete Loading Code < >.
Enter “Yes” to delete or “No” to return to Loading/Discounts window.
Excesses Window
The Excesses window displays all excesses applicable to the vehicle.
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You can increase any excesses that are displayed by entering a figure in the Imposed Column. This
will be added to the excess figure in the Quotes column and the total excess will then be displayed in
the Total column. Press RETURN to confirm any changes.
No Claims Bonus Window
The No Claims Bonus window will display the No Claims Bonus applicable to each vehicle:
Years
Enter the no claims bonus.
Percentage
Enter the percentage no claims bonus.
Press RETURN to confirm any changes.
Add-Ons Window
Refer to the Add-Ons window section for further details.
(Open-i Truck) Open GI
View Broker Notes
Broker notes are messages from the Insurer that are downloaded to your system with renewal details
during network connections. If a policy has such a message, it must be viewed or printed before the
policy can be accepted for renewal.
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Print Broker Notes
Use this option to print the notes associated with a renewal invitation. You are then prompted for a
printer name, which then prints the notes as a background process.
(Open-i Truck) Open GI
Remove Acceptance
Use this option to reverse the acceptance of the renewal, providing it has not already been
transmitted. When you select this option, you are warned that you are about to remove acceptance
from the policy. Press ”Yes” to continue, or “No” to abandon the process and leave the policy
unchanged.
(Open-i Truck) Open GI
Lapse Policy (DDI Only)
This option is only available when policies are to be automatically accepted for renewal. It is used to
prevent such policies being automatically accepted by making them lapse on the renewal date.
When you select this option, the following message is displayed:
Are you sure you want to lapse the policy?
Enter “Yes” or “No” as appropriate. The Renewal Options menu is then redisplayed.
If you entered “Yes”, the ‘Lapse Policy’ option is not available.
(Open-i Truck) Open GI
Produce Renewal Notices
This option can be accessed from the Daily Renewal Options menu.
Use this option to print the Renewal Notice for invited policies that have not had a renewal notice
printed already.
When you select this option, you are prompted for the name of the printer you want to use to print the
renewal notices.
The Notice to the Policy Holder is produced at the same time as the renewal notices if the insurer’s
product supports it.
Renewal Invitation
The following types of renewal invitation that can be issued by an insurer are available:

Standard Renewal - an invitation that only allows the policy premium to be adjusted.

Conditional Renewal - an invitation with condition(s) attached which must be met before the
policy can be renewed. For example, the Insurer may require some form of documentary
evidence, such as a Medical Declaration before they offer a renewal.
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
Renewal including changes to terms/conditions - an invitation that contains changes to excesses
or endorsements. It is assumed that the proposer has been made aware of these changes by
use of the 'Notice to Policy Holder' option.

Renewal re-invite - a re-invitation by the Insurer because of problems with the initial invite or
notified changes that will affect the original renewal.

Renewal re-invite following a claim - a re-invitation by the Insurer due to the notification of a
claim. The revised renewal will reflect the nature of the claim.

Renewal decline - A risk which the Insurer is not prepared to renew.
(Open-i Truck) Open GI
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8: Other Reports
Other Reports
This section details the following reports:

Renewal Invitation Report

Impending Renewals Report

Claim Notification Report

Claim Progress Report

Pending Report
(Open-i Truck) Open GI
Renewal Invitation Report
Renewal Invitation Report
This option can be accessed from the Daily Renewal Options menu or from the TruckWriter POS
menu.
Use this option to produce a report detailing the renewal invitations received from a particular Insurer
during the network connection. This report should be run every day.
This process can be automated using the 'Overnight Process Setup' option detailed below.
Complete the following fields:
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Report by
Indicate whether you want the report sorted by
executive or insurer.
For
Select ‘All’ to report on all records or ‘Selected’ to
report on a selected subset of records. Select
either “Unreported” to list the renewal invitations
between the dates specified, or “Reported” to list
the complete history of the invitations as well.
The following four fields are only available if you entered ‘Selected’ in the For field.
Insurer
Press F2 for a list of insurers or enter the 4
character code of the insurer for whom you want
to produce the report. Leave blank to produce a
report on all insurers.
Executive
Enter the 6 character code of the executive for
whom you want to produce the report. Leave
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blank to produce a report for all executives.
From
Enter the date from which you want invitations
transmitted by the insurer included.
To
Enter the date up to which you want invitations
transmitted by the insurer included. Leave the
From and To fields blank to include all
transmission dates.
Print To
Indicate whether you want the report printed to a
file or to a printer.
Printer
Enter the name of the printer where the report is
to be produced or leave blank to send the report
file to the relevant TruckWriter Report Utility.
One consolidated report will be created for all
branches.
Refer to the Print Options For The Daily Renewal
Reports page for further details on printing to a
physical printer,a virtual printer or to a
Consolidated Report that appears in the
TruckWriter Report Utility.
Do you want to accept these
records as reported?
Enter “Yes” to mark Renewal Invitations as
reported after they have been printed on the
report. The system then marks these policies as
“Invited”. Otherwise, enter “No”.
Branch
Enter “All” to run the report for all branches or
enter “Current” to run the report for the current
branch.
Overnight Process Setup
The Overnight Process Setup functionality is
chargeable and will need to be setup by Open GI.
If the overnight process setup is enabled,
renewal invitation reports will be printed along
with the renewal notices using a predefined
printer and configuration options. The documents
will be printed and waiting for you to pick them up
each morning without you having to manually
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trigger the 'Renewal Invitation Report' option.
To enable this functionality, follow the process
detailed on the Using Overnight Process Setup
page.
A renewal cannot be progressed further until it has been marked as “Reported”.
Press the Print Report button (RETURN) to produce the report.
(Open-i Truck) Open GI
Using The Overnight Process
The Overnight Process Setup functionality is chargeable and will need to be setup by Open GI.
When the overnight process has been enabled by Open GI, the renewal invitation reports will be
printed along with the renewal notices using a predefined printer and configuration options. The
documents will be printed and waiting for you to pick them up each morning without you having to
manually trigger the 'Renewal Invitation Report' option.
To enable this follow the process below:
1. Select the 'Renewal Invitation Report option. The Renewal Invitation Report screen is
displayed:
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2. Ensure the report parameters are as you require them as the Print report in overnight
processing? field detailed below will use the report parameters selected on the Renewal
Invitation Report screen.
If the For field is set to "Reported", printing a report will not cause any unreported invitations to
become reported, and therefore be eligible for the overnight renewal notice printing.
If the For field is set to "Unreported", printing a report of unreported invitations must have the
Do you want to accept these records as reported? field set to "Yes" for them to become
reported.
3. Enter "Yes" in the Overnight Process Setup field and then click on the Print Report button
(RETURN). If a valid printer for overnight printing has been entered, the Overnight Process
Setup dialog is displayed:
Please note that “PDF:”, “CPQ:” and any printer definition that will prompt the user for input
(i.e. “LP:?”) are not supported and the overnight processing option will not be available if these
printers are selected. In addition renewal notices cannot be printed to a file. Open Document
Centre printers “SPQ:” are only supported on system version 2.88A/52 or higher.
4. Enter details for the following:

Print report in overnight processing? Enter "Yes" to enable or "No" to disable printing
the renewal invitation report during the overnight processing. The report uses the
parameters set on the Renewal Invitation Report screen.

Produce renewal notices in overnight processing? Enter "Yes" to enable or "No" to
disable printing renewal notices during the overnight processing. This will also
enable/disable the Renewal Notice Printer field below. If set to "No" the Renewal
Notice Printer field is disabled.

Renewal Notice Printer This is a mandatory field if the above option is enabled and
must be a supported printer for overnight processing (you cannot print to a file).
5. If both options are enabled, click the OK button and the following is displayed:
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6. Click the OK button (RETURN).
7. Depending on the options you have selected, this will create up to two overnight setup files.
8. Open GI will then add these file(s) into the 'Overnight Schedule' using the 'Special
Processing' option so that they can be run automatically every night.
(Open-i Truck) Open GI
Impending Renewals Report
This report is generated when you want to check which policies on the system are due for renewal,
but that have not yet been invited or declined.
To run the Impending Renewals Report:
1. Select the ‘Impending Renewals Report’ option from the main TruckWriter POS menu. The
Impending Renewals Report screen is displayed:
Print To
Indicate whether you want the report printed to
a file or to a printer.
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Printer
Enter the name of the printer where the report
is to be produced or leave blank to send the
report file to the relevant TruckWriter Report
Utility.
One consolidated report will be created for all
branches.
Refer to the Print Options For The Daily
Renewal Reports page for further details on
printing to a physical printer,a virtual printer or
to a Consolidated Report that appears in the
TruckWriter Report Utility.
From
Enter the renewal date from which you want
policies that are due for renewal to be included
in the report.
To
Enter the renewal date up to which you want
policies that are due for renewal to be included
in the report.
Branch
Enter “All” if you want to run the report for all
branches. Otherwise, enter “No” to only include
the current branch.
When printer busy
Refer to the Print Options For The Daily
Renewal Reports page for further information.
2. Press the Print Report button (RETURN) to produce the report.
(Open-i Truck) Open GI
Claim Notification Report
This report lists all claims that have been notified to the insurer. You must decide which of these
should be detailed in Core Back-Office.
1. Select the ‘Claim Notification Report’ option from the TruckWriter POS System menu. The
Claim Notification Report screen is displayed.
2. Complete the fields on the screen as follows:
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Printer
Enter the name of the printer where the report
is to be produced or leave blank to send the
report file to the relevant TruckWriter Report
Utility.
One consolidated report will be created for all
branches.
Refer to the Print Options For The Daily
Renewal Reports page for further details on
printing to a physical printer,a virtual printer or
to a Consolidated Report that appears in the
TruckWriter Report Utility.
Print To
Indicate whether you want the report to be
printed to a file or to a printer.
Do you want to
accept records as
reported?
Enter “Yes” or “No”. If you enter “Yes”, only
these records previously not accepted as
reported will be printed.
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Branch
Enter “All” to run the report for all branches or
enter “Current” to run the report for the current
branch.
3. Press the Print Report button (RETURN) to produce the report.
(Open-i Truck) Open GI
Claim Progress Report
This report lists claims update information. You can update the BROOMS record with the information
contained in this Report if required.
1. Select the ‘Claim Progress Report’ option from the TruckWriter POS System menu. The
Claim Progress Report screen is displayed:
2.
Complete the fields on this screen as follows:
Report Type:
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Select either ‘Include’ original claim details if
you want these to appear on the report,
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otherwise ‘Exclude’.
Printer
Enter the name of the printer where the report
is to be produced or leave blank to send the
report file to the relevant TruckWriter Report
Utility.
One consolidated report will be created for all
branches.
Refer to the Print Options For The Daily
Renewal Reports page for further details on
printing to a physical printer,a virtual printer or
to a Consolidated Report that appears in the
TruckWriter Report Utility.
Print To
Indicate whether you want the report printed to
a file or to a printer.
Do you want to accept
records as reported?
Enter “Yes” or “No”. If you enter “Yes”, only
these records previously not accepted as
Reported will be printed.
Branch
Enter “All” to run the report for all branches or
enter “Current” to run the report for the current
branch.
3. Press the Print Report button (RETURN) to produce the report.
(Open-i Truck) Open GI
Pending Report
The Pending Report allows you to identify pending TruckWriter policies within Core Back-Office. It
can be accessed as follows:

The first ESC T of the day from each branch will display a message on the screen if there is 1 or
more pending policies that have not yet been reported. The message will recommend the printing
of the pending report

From the 'Pending Report' option on the TruckWriter POS menu. This dedicated pending reports
details how many policies are currently pending, i.e. awaiting outstanding information before the
policy can move to a status ‘Complete’. The report will allows you to chase up clients to provide
the outstanding details.
An example of the pending report is shown below:
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A breakdown of each column heading is provided in the table below:
Column Name
Meaning
Policy Reference
Core Back-Office policy reference
Client
Name of client taken from Core Back-Office
client ref
Coverdate
Coverdate of pending policy
Days on Pending
Number of days on cover as a pending policy
Days Left Pending
Numbers of days left on cover before pending
period is exceeded.
If this figure is negative, then the policy has
expired.
Have Signed Proposal?
Yes or No - Proposal required to be printed
NCB Provided?
Yes or No - to NCB proof being provided
Once an item has appeared on this report it will not appear again on subsequent reports.
(Open-i Truck) Open GI
Auto Lapsed Policies Report
This report will provide details of all policies that have been marked for lapse processing. These will
include all polices that have been invited for renewal, or where the insurer supports uninvited lapse
processing, cases which are due for renewal but have not had a renewal invite applied.
Running The Report
Select the 'Additional Reports' option from the TruckWriter POS menu. From the menu, select the
'Auto Lapsed Policies Report' option.
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Insurer
Enter the insurer code.
Date From
Date of report to be issued from.
Date To
Date of report to be issued to.
Branch
This field will be defaulted to "All".
You can select from:
Printer

All - if selected, the report will print the report for all
branches

Current - if selected the report will print for the
current branch
Enter a printer or file name.
Press the OK button (RETURN) to run the report:
251
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In the Premium column, where there are uninvited lapsed polices 00.00 will be printed.
(TruckWriter Guide) Open GI
Incomplete EDI Renewals Report
This report will provide the current status of all policies that have been invited and have not been
progressed at all or partially applied.
Running The Report
Select the 'Additional Reports' option from the TruckWriter POS menu. From the menu, select the
'Incomplete EDI Renewals Report' option.
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Insurer
Enter the insurer code.
Scheme
Input insurer scheme short code
Date From
Date of report to be issued from.
Date To
Date of report to be issued to.
Branch
This field will be defaulted to "All".
You can select from:
Printer

All - if selected, the report will print the report for all
branches

Current - if selected the report will print for the
current branch
Enter a printer or file name.
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Press the OK button (RETURN) to run the report:
The Current Status column can be one of the following:
Unreported
Invite message received, renewal invitation report not
yet run.
Reported
Renewal invitation report has been run.
Applied
Renewal notice printed (broker can now accept the
renewal).
Suspended Invite
Mid Term Adjustment performed after the invite, policy is
waiting for a new invite from the insurer.
(TruckWriter Guide) Open GI
Locate Bookmark
254
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9: Frames and Keywords
Frames And Keywords
The following frames are used in TruckWriter:

TW - Cover Details

TW1 - Vehicle Details

TW2 - Main Driver Details

TW3 - Additional Driver Details

TW4 - Vehicle Trailer Details

TW5 - Vehicle Container Details

AX - Accident And Conviction Details

TDI - Illness And Disability Details

EXS - Enhanced Excesses
To ensure you get the most recent set of keywords, it is best to print the required frame out. See the
Accessing Keywords for Non Displayed fields section in the Core Back-Office Frames and
Keywords Guide for details on how to do this.
(Open-i Truck) Open GI
TW Frame
TW - Cover Details
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Who Will Drive
TW.Drivers
Number Named
TW.Number.named
Aged Over
TW.Aged.over
Cover Date
TW.Cover.date
Cover Time
TW.Cover.time
Consent for Searches
TW.Consentforsearches
Business PostCode
TW.Business.pcode
Business Eircode
TW.Businesseircode
Ever Held Ins
TW.Ever.held.ins
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Last Insurer
TW.Last.insurer
Special Terms
TW.Terms.imposed
Policy Terms
TW.Policy.term
Holding Broker
TW.Holding.broker
Ins Scheme
TW.Ins.scheme
Ever Refused
TW.Ins.scheme
Non-Motoring Criminal
Convictions
TW.Non.motor.convs
Scheme No
TW.Scheme.number
Comp Xs:
TW.Comp.xs
Prem Load:
TW.Prem.load
(Open-i Truck) Open GI
Locate Bookmark
257
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TW1 Frame
TW1 - Vehicle Details
Vehicle Code
TW1.Truck.code
Category
TW1.Category
Make
TW1.Make.vt
Model
TW1.Model
Type
TW1.Type
GVW/Capacity
TW1.Gvw
TW1.Capacity
Eng. Size:
258
TW1.Engine.size
Open-i Truck
Date Made
TW1.Date.made
Cover
TW1.Cover
Origin
TW1.Origin
Use
TW1.Use
Reg Number
TW1.Reg.mark
Value
TW1.Value
Mileage
TW1.Mileage
Owner
TW1.Owner
Keeper
TW1.Keeper
Parking
TW1.Parking
Windscreen Cover
TW1.Windscreencover
Parking PostCode
TW1.Parkingpostcode
Parking Eircode
TW1.Parkingeircode
Purchased
TW1.Purchase.date
Price
TW1.Purchase.price
Seats/Doors
TW1.Seats
TW1.Doors
Cont/Trail
TW1.Containers
TW1.Trailers
Comp/Winch
TW1.Compressor
TW1.Winch.hoist
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LHD
TW1.Lhd
Audio
TW1.Audio
Tel
TW1.Telephone
Vol Xs
TW1.Vol.xs
Radius
TW1.Radius
NCB Base Date
TW1.Ncb.base.date
NCD Years
TW1.Ncb.years
NCB Type
TW1.Ncb.type
NCB Country
TW1.Ncb.country
Protected Bonus
TW1.Protected.bonus
Step Back?
TW1.Stepback
Load Types 1 - Load Types 5
TW1.Load.type1 - TW1.Load.type5
Immobiliser
TW1.Immob.type
Fitted by
TW1.Immob.fitted.by
Reversing Alm
TW1.Rev.alarm.type
Fitted by
TW1.Rev.fitted.by
Alarm
TW1.Alarm.type
Fitted by
TW1.Alarm.fitted.by
Tracker
TW1.Track.type
Fitted by
TW1.Track.fitted.by
ABS
TW1.Abs
260
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Belts
TW1.Passenger.belts
(Open-i Truck) Open GI
Locate Bookmark
261
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TW2 Frame
TW2 - Main Driver Details
Name
TW2.Name
Sex
TW2.Sex
Marital Status
TW2.Marital.status
Entry Date
TW2.Entry.date
Origin
TW2.Origin
Licence Type
TW2.Licence.type
Licence No.
TW2.Drivlicno
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Date Obtained
TW2.Date.lic.obt
Company Policy
TW2.Company.policy
TW2.Companyname
Country Issued
TW2.Country.lic.iss
Motoring Orgs
TW2.Motoring.orgs
DOB
TW2.Date.of.birth
Operator Licence
TW2.Operator.lic
HGV Licence/Date
TW2.Hgv.licence
TW2.Hgv.licencedate
PSV
TW2.Psv
Forklift
TW2.Forklift
H' Owner
TW2.Homeowner
Smoker
TW2.Smoker
Drinker
TW2.Drinker
Accidents
TW2.Accidents
Conv
TW2.Convictions
Disab
TW2.Disabled
Occupation 1
TW2.Occupation1
Bus. Category
TW2.Bus.category1
Emp.Status
TW2.Employ.status1
Full/Part
TW2.Full.or.part1
Occupation 2
TW2.Occupation2
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Bus. Category
TW2.Bus.category2
Emp.Status
TW2.Employ.status2
Full/Part
TW2.Full.or.part2
Other Vehicles
TW2.Other.vehicle
Own Veh
TW2.Own.vehicle
NCB
TW2.Own.veh.ncbdate
Veh Type
TW2.Own.veh.type
Insurer
TW2.Own.veh.insurer
Comp. Car
TW2.Comp.car
Date
TW2.Comp.car.date
End Date
TW2.Comp.car.ended
Sole Use
TW2.Comp.car.sole
(Open-i Truck) Open GI
Locate Bookmark
264
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TW3 Frame
TW3 - Additional Driver Details
Additional
TW3.Add.driver
Name
TW3.Name
Sex
TW3.Sex
Marital Status
TW3.Marital.status
Entry Date
TW3.Entry.date
Origin
TW3.Origin
Licence Type
TW3.Licence.type
Licence No.
TW3.Drivlicno
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Date Obtained
TW3.Date.lic.obt
County Issued
TW3.Country.lic.iss
Motoring Orgs
TW3.Motoring.orgs
DOB
TW3.Date.of.birth
Operator Licence
TW3.Operator.lic
HGV Licence/Date
TW3.Hgv.licence
TW3.Hgv.licencedate
PSV
TW3.Psv
Forklift
TW3.Forklift
Relation to Proposer
TW3.Rel.to.proposer
Company Policy
TW3.Company.policy
H'Owner
TW3.Homeowner
Smoker
TW3.Smoker
Drinker
TW3.Drinker
Accidents
TW3.Accidents
Conv
TW3.Convictions
Disab
TW3.Disabled
Occupation 1
TW3.Occupation1
Bus. Category
TW3.Bus.category1
Emp.Status
TW3.Employ.status1
Full/Part
TW3.Full.or.part1
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Occupation 2
TW3.Occupation2
Bus.Category
TW3.Bus.category2
Emp.Status
TW3.Employ.status2
Full/Part
TW3.Full.or.part2
Other Vehicles
TW3.Other.vehicle
Own.Veh
TW3.Own.vehicle
NCB
TW3.Own.veh.ncbdate
Veh Type
TW3.Own.veh.type
Insurer
TW3.Own.veh.insurer
Comp. Car
TW3.Comp.car
Date
TW3.Comp.car.date
End Date
TW3.Comp.car.ended
Sole Use
TW3.Comp.car.sole
(Open-i Truck) Open GI
Locate Bookmark
267
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TW4 Frame
TW4 - Vehicle Trailer Details
Truck Container Details
TW4.Veh.trail.numb
Value (1 to 5)
TW4.Trail.value1 - TW4.Trail.value5
G.V.W (1 to 5)
TW4.Trail.gvw1 - TW4.Trail.gvw5
Capacity (1 to 5)
TW4.Trail.capacity1 - TW4.Trail.capacity5
Detached Cover (1 to 5)
TW4.Trail.det.cov1 - TW4.Trail.det.cov5
Parking (1 to 5)
TW4.Trail.parking1 - TW4.Trail.parking5
Cover (1 to 5)
TW4.Trail.cover1 - TW4.Trail.cover5
Tracker (1 to 5)
TW4.Trail.tracker1 - TW4.Trail.tracker5
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Fitted by (1 to 5)
TW4.Trail.trac.fit1 - TW4.Trail.trac.fit5
(Open-i Truck) Open GI
TW5 Frame
TW5 - Vehicle Container Details
Truck Container Details
TW5.Veh.cont.number
Value (1 to 5)
TW5.Cont.value1 - TW5.Cont.value5
G.V.W (1 to 5)
TW5.Cont.gvw1 - TW5.Cont.gvw5
Capacity (1 to 5)
TW5.Cont.capacity1 - TW5.Cont.capacity15
Detached Cover (1 to 5)
TW5.Cont.det.cover1 - TW5.Cont.det.cover5
Parking (1 to 5)
TW5.Cont.parking1 - TW5.Cont.parking5
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Cover (1 to 5)
TW5.Cont.cover1 - TW5.Cont.cover5
Tracker (1 to 5)
TW5.Cont.tracker1 - TW5.Cont.tracker5
Fitted by (1 to 5)
TW5.Cont.trac.fit1 - TW5.Cont.trac.fit5
(Open-i Truck) Open GI
Locate Bookmark
270
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10: Appendix Ireland
Ireland Appendix
The Ireland (ROI) version of the TruckWriter software has similar functionality to the UK version, with
these additional features or differences:

Entering Quotation Details (ROI)

Company Details (ROI)

Disabilities (ROI)

Personal Details – Driving History (ROI)

Truck Details – Parking District (ROI)

Broker Discounts (ROI)

Workings (ROI)

Document Generation (ROI)

ROI Secure Correction/Spoilage

ROI Audit Correction

Paper Spoilage (ROI)

ROI Secure Audit

Mid Term Adjustments (ROI)


Amend Vehicle (ROI)

Amend Main Driver Details (ROI)

Amend Address Details (ROI)

Amend Business District (ROI)
Temporary Amendments (ROI)
The following functions are not supported in the Southern Ireland (ROI) version of TruckWriter:

Continuation covernotes are not supported and therefore this option does not appear on the MTA
menu.

You cannot use Reprint Documents to reprint either a cert or temp cert as these are EDI
controlled documents
General Screen Differences
Screens will display:

District instead of postcode

An additional Eircode field. Every delivery point in Ireland is allocated with a unique delivery
code.

Government Levy is displayed instead of IPT
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
Euros instead of (£) pounds

For some screens, neither Euros nor pounds is displayed anymore.
(Open-i Truck) Open GI
Entering Quotation Details (ROI)
TruckWriter Main screen
This section describes how to complete the Main Quotation screen and the other windows
associated with a quotation. All the quotation screens adhere to ABI requirements.
To obtain quotations, access TruckWriter as described in the Accessing TruckWriter section.
TruckWriter displays the TruckWriter Main screen.
The following fields are in addition to or replace fields on the system:
Step Back
272
This field is displayed in the Vehicle 1 Details
section.
Open-i Truck
Enter “Yes” if step back protection is required?
Bus.Eircode / District
This field is displayed in the Additional Cover
Details section.
The initial field is the Bus.Eircode field. Every
delivery point in Ireland is allocated with a unique
delivery code.
In the second District field press F1 for a list and
select the district of driver-1's place of business.
Company Details (ROI)
This screen displays an Eircode field and a District field instead of Postcode.
Every delivery point in Ireland is allocated with a unique delivery code. Enter the company eircode.
For details of the other fields on this screen, refer to the section Company Details Window.
Disabilities (ROI)
Enter “Yes” at the Disabled field and the Disabilities screen is displayed:
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This screen displays the LLA Advised? field and LLA Issued Licence instead of DVLA Advised?
and DVLA Issued Licence?.
For details of the other fields on this screen, refer to the section Illness/Disability Details Window.
Personal Details (ROI)
The Personal Details section has an additional Driving History field.
Enter “Yes” in the Driving History field and the Driving History (Proposer) screen is displayed,
with the following fields:
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Whose Policy
Press F1 and select from the drop down list.
Policy Type
Press F1 and select what type of vehicle was the
driving experience gained in.
Insurer
Press F1 and select who was the insurer of the
vehicle.
Years Driving
Enter how many years was this driver the named
driver on the other policy.
Date Ended
Enter a date in the format DD/MM/YYYY when
this driver stopped driving on the other
policy.
Name And Address (Not A Company Policy)
On the Personal Details section, enter “Yes” in the Name and Address field and the Name And
Address screen is displayed, with the following fields:
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This has an additional Eircode field and a District field instead of PostCode.
Eircode
Every delivery point in Ireland is allocated with a
unique delivery code. Enter the Eircode of where
the driver is permanently resident.
District
Press F1 and select the district for the Proposer.
When entering the details for drivers other than the proposer, only the Name field can be completed.
Truck Details (ROI)
Enter “Yes” at the Details? field in the Vehicle Details section and the Truck Details screen is
displayed:
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This has Parking Eircode instead of Parking Postcode and Parking District instead of Parking
PostCode.
Parking Eircode
Enter the Eircode of where the vehicle is normally
to be kept overnight. Every delivery point in
Ireland is allocated with a unique Eircode delivery
code.
Parking District
Press F1 and select the district where the vehicle
will normally be kept overnight.
For details of the other fields on this screen.
Broker Discounts (ROI)
To create or amend a scheme:
1. Select the ‘Broker Discounts’ option from the Maintenance menu. The Broker Discounts
screen is displayed:
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2. This screen displays the Eu or % field instead of £ or %. It also displays the After Levy? field
instead of After IPT?.
For details of the other fields on this screen, refer to the section Setting Up Broker Discounts.
Workings (ROI)
The Workings screen displays Government Levy instead of IPT and all pounds signs have been
removed.
For details of the other fields on this screen, refer to the section Displaying Comparative Quotations.
(Open-i Truck) Open GI
Document Generation (ROI)
The Document Generation screen displays the basic information of the policy, including the company
name if it is for a company policy. The following differences apply to the ROI system:
Commit proposal
278
When you enter “Yes” to the Commit proposal
field, an additional Policy Number Allocated
field is displayed under the Commit Proposal
field.
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Print Cert/Schedule?
Enter “Yes” to print the certificate now and an
additional Enter security paper number screen
will be displayed. The security number must be
entered before continuing. After entering a
security paper number, the system checks that
this number has not already been used in either
TruckWriter or Brokerlink (if installed). If it is,
another number must be entered.
Enter “No” and an Enter Spoilage Reason
screen will be displayed. The screen displays the
Print Temp. Cert? field rather than Print
Covernote?.
Certs and temp certs cannot be printed until the EDI controlled certificates have been authorised
using the ‘Cover Note/Policy Number Control’ option.
(Open-i Truck) Open GI
ROI Secure Correction/Spoilage
Audit correction and spoilage is used to record certificate paper spoilt outside policy issue, eg,
soaked in coffee or to correct the number of a used piece of paper incorrectly recorded at certificate
print.
Select the ‘ROI Secure Correction/Spoilage’ option from the TruckWriter POS menu and press
RETURN.
The TruckWriter Security Paper Audit Facility screen is displayed:
Function
Select from either:
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
Audit Correction (see below)

Paper Spoilage
and press RETURN.
Audit Correction (ROI)
Select the ‘Audit Correction’ option and the TruckWriter Audit Correction screen is displayed.:
The following fields are available:
Certificate Number
Enter a certificate number up to 20 characters
and press RETURN. The current security number
will then be displayed in the Current Security
Number field.
Client Reference
Displays any client reference associated with the
280
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certificate number.
Client Name
Displays any client name associated with the
certificate number.
Current Security Number
Displays the current security number of
the entered certificate number.
Revised Security
Number
Enter the revised security number and press
RETURN.
The following message will br displayed
confirming any changes:
Do you want to correct the
current security number?
Yes/No
Enter “No” to return to the Revised Security
Number field or enter “Yes” to continue. The
following confirmation message is then displayed:
The security number has now
been corrected.
Press Return to continue
Paper Spoilage (ROI)
Select the ‘Paper Spoilage’ option and the TruckWriter Security Paper Spoilage screen is
displayed:
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In the Security Number field enter 8 digits for the security number and press RETURN. The
message is displayed:
Six digit security numbers should containing leading zeros to make 8 digits.
Do you want to allocate a certificate number? Yes/No
Select ‘No’ to return to the Security Number field or select ‘Yes’ to continue. The following message
is displayed:
The certificate number has now been allocated.
Press RETURN to continue.
The allocated certificate number will be displayed in the Certificate Number field when allocated.
(Open-i Truck) Open GI
ROI Secure Audit
Use this option to produce a report of all cover transactions with an effective date that falls within a
given range. This report should be run every month.
If more than 37 days have elapsed since the last Transaction Audit Report was run, the following
message is displayed: You must print your AUDIT REPORT first whenever you attempt to access
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the ‘Client/Network Details’ option. You cannot use the ‘Client/Network Details’ option until you
generate the report.
1. Select the ‘ROI Secure Audit’ option from the TruckWriter POS menu.
2. Enter the printer you want to use to produce the report at the printer prompt and press
RETURN. The ROI Secure Audit screen is displayed:
3. Complete the fields on this screen as follows:
Audit From
Enter the effective date from which you want
transactions included in the report. This
defaults to the date when the last Transaction
Audit Report was generated.
You cannot enter a date that falls after the default date.
Audit To
Enter the effective date up to which you want
transactions included in the report. This
defaults to the today’s date.
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Insurer/Scheme
Enter an insurer scheme code if you want to
report on a specific insurer. Otherwise, leave
the default to report on all insurers.
Issue Reason
Select from:
Sort by
4.

All

New Business

Spoilt Paper

System Fail
Select the criteria by which you want to sort the
report. Press F1 for a pick list. Select from:

Certificate No

Insurer/Scheme

Security Paper No
Press RETURN to produce the report.
(Open-i Truck) Open GI
Mid Term Adjustments (ROI)
Amend Vehicle
When amending a vehicle at Mid Term Adjustment, the Truck Details screen has a Parking
Eircode field.
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Amend Main Driver Details
When amending Personal Details and Name And Address the following is displayed:
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The Ericode field is displayed. Every delivery point in Ireland is allocated with a unique delivery
code. Enter the Eircode of where the driver is permanently resident.
Amend Address Details
When you select the 'Amend Address Details' option at Mid Term Adjustment, the following is
displayed:
The Ericode field is displayed. Every delivery point in Ireland is allocated with a unique delivery
code. Enter the Eircode of where the driver is permanently resident.
Amend Business District
When you select the 'Amend Business District' option at Mid Term Adjustment, the following is
displayed:
The Business Ericode field is displayed. Every delivery point in Ireland is allocated with a unique
delivery code. Enter the Eircode of where the driver is permanently resident.
(Open-i Truck) Open GI
Locate Bookmark
286
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Temporary Amendments (ROI)
Temporary Additional Vehicle
When you select the 'Temporary Additional Vehicle' option is you choose to add, amend or replace a
temporary additional vehicle, the following will be displayed:
The Parking Eircode field is displayed. Every delivery point in Ireland is allocated with a unique
delivery code. Enter the parking eircode for where the vehicle will normally be kept overnight.
Temporary Substitute Vehicle
When you select the 'Temporary Substitute Vehicle' option to add or amend a temporary additional
vehicle, the following will be displayed:
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The Parking Eircode field is displayed. Every delivery point in Ireland is allocated with a unique
delivery code. Enter the parking eircode for where the vehicle will normally be kept overnight.
(Open-i Truck) Open GI
Quote Printout (ROI)
Quote Printout (ROI)
The Quotation Printout will also include the Eircode fields, Parking Eircode and Business Eircode
fields as applicable.
These are shown in the examples below:
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Company Policy = Yes
289
Open-i Truck
Company Policy = No
(Open-i Truck) Open GI
Locate Bookmark
290
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