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With recent changes to Economical and Wawanesa
methods of downloading, it is imperative that
you check a few of your Power Broker settings to
ensure you have the best synchronization
settings possible.
Although rare, both companies may use the
same policy number.
These next steps will ensure that if you
do business with both of these insurers and they
happen to issue the same policy number, one
doesn't merge into the other.
In
Utilities, define your Company Information, EDI
Tab, there is a question that states:
Check for Duplicate Policies from Different
Insurance Companies
This should say 'Y'
Exit Power Broker and log back in for this to
take effect.
Example Procedure One:
If you are performing
'Merge Automobile or Habitational Policies', and
you receive a first warning message that there
is a duplicate policy, you would make note of
the policy number and make note that the
downloading policy will be changed to 2032876-E
To do this, exit the last window, and then to go
EDI, Change Downloading Policy Number.
Type in the existing policy number, and then
enter the new policy number but include a -E for
Economical ( Please see example ) and click
Proceed.
Example Procedure Two:
If this were a WAWA policy downloading, and you
only wanted the ECON policies to have the ending
-E , you can always make note of what the policy
screen on the duplicate warning screen, and go
to Policies, Change a Policy/Binder Number.
Enter
the ECON policy number, the ECON policy number
with a -E, type N to all of the other questions
and click Proceed.
Revised:
02/06/2019
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