To resolve this issue go into the policy and select Undo Accept, the status will then return to Quote Given. After this select Proceed with policy once more and this should convert the policy to Live. If you continue to experience a problem please contact the relevant technical department.

When a policy is renewed, it will not have a ‘Live’ status until the renewal date. Prior to the renewal date the policy will go into an 'Accepted' status allowing you to click Undo Accept and lapse the policy right up until the renewal date.

Products without Renewal Functionality: While most PowerPlace Schemes do have renewal functionality, some do not. These schemes utilise the new business rates. To obtain a premium for the next year follow the steps below:

Open-GI users

• Open the Policy in Brooms
• Instead of Launching PowerPlace (Esc X) Launch into Prospect/APM
• Select Load or Press Esc L and you will be prompted to open Open Trader with a copy of the Risk Data
• Select Yes to this and PowerPlace will open with all the data completed for you

Please note that this will create a new quote based upon the live details, so you will need to uplift any index linked sums insured

Extranet users

• Launch PowerPlace and locate the policy
• View the renewal either by selecting View Renewal on the right hand side or by selecting Transactions and clicking the Renewal line
• There will be no premium available here but you will now have a new option on the right called Alternative Quotation
• Click this and it will take you to the quotes based on the current Live Policy

Products with Renewals: In some cases insurers will have requested that a policy Auto Refers at renewal when certain criteria are met. This means that a renewal premium will not be generated until they have dealt with the referral and the status of the case will be Referred.

Please note that cases where there has been a large reduction in premium at new business usually following referral to the insurer tend, to display an Auto Refer Status.

Some of our insurers’ criteria for risks has changed throughout the course of the year and they have requested that these cases now be automatically referred to them.

We recently sent out a broker communication with a reminder of the contact details for your dedicated Business Development Team. If you did not receive this email, please call the team on: 0844 8921 336, who will happily introduce themselves.

This is likely to be due to the calendar using an American date system, and hence the system does not understand the dates entered in an English date format. You can fix this by simply going into your Browser’s options and changing the language to English (United Kingdom). The resolution below relates to Internet Explorer as Internet Explorer versions 7 and 8 are the only browsers recommended for use with PowerPlace.

• Internet Explorer - open a new Internet Explorer page, and select Tools from the top right of the navigation bar. From the menu select Internet Options. On the General Tab select the Languages button. Under the Language box delete the text English (American) and select English (United Kingdom) and then click Ok. Please close all open Internet Explorer pages, otherwise it will not reset the time and date settings and try PowerPlace again.

This error occurs when the PowerPlace system is not installed on your PC. To fix this issue, please contact your Technical Consultant or Technical Department.

This is due to a setting on your internet browser which can easily be amended. To fix this issue call our Technical Department or your Technical Consultant who will help.

All PowerPlace documents open as PDF documents. When you have viewed a document but haven’t closed the PDF viewer screen down then the system will automatically open it in the same window, so please double check that it isn’t there already. On some PC’s the PDF viewer appears as a small icon and so PowerPlace needs to be minimised to see this.

To resolve this issue please contact our Broker Enablement Team and supply the following information:

• Open GI Username:
• Email address:
• Users Full Name:
• Role required (Junior/Senior)

We will then supply these details to Open GI who will setup the new user with access to our platform.

To fix this issue in the Open GI Back Office, navigate to Menu 3 and select Policy Type Amendment. Once here type in the code to be used to launch PowerPlace and press Enter. Press F2 and change the Description (Not Long Description) to the relevant PowerPlace one as follows:

Hotels/Guesthouses Product
Tradesman
Shops Product
Office and Surgery Product
Pubs and Restaurants Product
Boat Product
Travel Product
Property Owners
Professional Indem Product
Directors and Officers Product
Motor Fleet Product
Large Property Owners Product

If you weren’t the last user to access the policy then simply click Allocate to me and the correct Actions will display.