Supplementary Sales and Product Terms – V Services

Training

Open GI reserve the right to charge for late cancellation, non-attendance or postponement of all Training Services (includes onsite, classroom and eTraining). Cancellations and transfers requested by the client will only be accepted if made in writing and received at least twelve working days before the start of the course. Later cancellations cannot be accepted and the full payment will remain payable. Non-refundable expenses incurred in advance of the training (e.g.. flights), will be charged in full to the client.

On-site Training: During on-site sessions, Delegates must be exclusively available for training between the hours of 10am-4pm, with the Trainer being entitled to an hour for lunch break. Unless time is lost through system interruption (or other reasons deemed the responsibility of the trainer), time will be invoiced as per the Order Form. Time lost during the session for other reasons (delegate interruptions or other business matters) will not be held in credit, therefore any content not covered may need to be recontracted.

eTraining (Hardware and Software requirements): The minimum recommended infrastructure for eTraining is: Hardware: 19” TFT Display, 50MB free hard disc space. Screen resolution minimum of 1024 x 768. Broadband Internet connection with 0.5Mbps available bandwidth per user. ‘Software: Windows-based operating system – Minimum of Windows 10 (32Bit) or above, in line with Microsoft Support Lifecycle.

At least 3 days prior to the training, candidates must have registered with the portal. Candidates must also have Visual Studio installed on their laptops.  If these preparation steps have not been completed in accordance with this instruction, the training cannot commence.

Candidates must have a good knowledge and understanding of the lines of business and associated underwriting on which they are to be trained.

If the Client requires the training to be tailored to a specific product, then the Client must provide that product underwriting guide to Open GI at least 2 weeks prior to the start date of the training.

The training will provide an overview of the Ratings Portal and functionality covering C# product build and/or overview of the Polaris RTE Deployment Hub, dependent upon requirements.

If training is for a bespoke line of business, then the data capture for the line of business must be complete and signed off at least 2 weeks prior to the date of the training.

The training will provide an overview of the IHP Plus Portal and functionality covering C# product build and/or overview of the Polaris RTE Deployment Hub, dependent upon requirements.

Development

Delivery of a Digital Product requires participation of the broker. This will normally take 5 to 10 days effort for the broker and will include the following activities, Provision of configuration information to define the site, Attendance at a kick off meeting at the Open GI offices, User Acceptance Testing of the Digital site and provision of feedback.

User Testing For all development, a User Test environment must be in place or must be contracted for if not in existence. The Test environment must be installed and configured prior to deployment of development. Delays in delivery will occur where this has not taken place.

Open GI will provide training to allow Customers to build their own documentation and SQL reports. It is important that Clients have suitably skilled personnel to attend such training and to carry out the work required to build documents and reports. In the event Clients do not have the technical skills within their business to carry out this work, Open GI can provide this service for a Fee. Please refer to your Account Manager for details.