Agency Revolution Integration
Agency Revolution provides
marketing automation or Insurance Agents & Brokers via the creation
of automated marketing campaigns. With Agency Revolution you can
automatically launch campaigns for the right people at the right
For more information about the Agency Revolution
solution please contact Agency Revolution sales:
The Power Broker integration module
can be purchased by contacting Power Broker sales:
Congratulations on getting
started with your new Agency Revolution Integration. The next few
steps should be relatively easy, but should you need assistance,
please feel free to contact our Power Broker support team and we
will be happy to assist.
Please contact Agency Revolution
first and they will assign you these unique identifiers:
Customer key file code
2) Security Key
Once you have this
information, please open Power Broker and go to Utilities - Define
Your Company Information - and Integrations 3 tab. In the spaces
provided, please complete the fields required as the example shown below.
Testing a Single Customer:
Check to see if your transmission is working successfully by testing
on one customer. Go to the customer screen, and click on the Agency
Revolution tab at the top left of the screen. It will then prompt
you to confirm the customer file that you are sending, click 'Send
To check if the client file has been transmitted to Agency
Revolution, please browse to the file explorer and check the time
stamp of the most recent XML file.
Then, go under the EDI tab, click on
Transmit Customers to Agency Revolution. You will want to sync back
to the last time your data was initially synced.
* Note: It is required at all workstations
to have the short date set to default as shown in the example below.
Agency Revolution Scheduler:
The Agency Revolution scheduler
works with your Windows Task Scheduler that will do an automatic
'send and receive' to your Agency Revolution interface. While you are able to individually send the client file
from the customer screen, by doing it through the Task Scheduler it
will tramsmit the customer files all
at once up to multiple times a day.
your Windows Task Scheduler, you wuld follow these next suggested
After you have configured the previous
screens, test the scheduler by right clicking over the project, and
You should see this splash screen: