Pathway integration provides a clear path
to more policyholders by empowering your insurance brokerage with a
comprehensive suite of automated marketing tools that integrate
seamlessly with Power Broker and get delivered in a polished,
mobile-friendly message that connects with your target audience.
Some examples of their work flow include prospect series, referral
series, birthday emails, automated newsletters, home and auto
renewal process, claims series, hazardous weather warnings, lost
client series and much more...
For more details on the Pathway
integration solution please contact them at:
Phone: 416-361-3461 x113
Broker integration module can be purchased by contacting Power
Congratulations on getting started with your new Pathway
Integration. The next few steps should be relatively easy, but
should you feel you need assistance, please feel free to contact our
Power Broker support team and we will be happy to assist.
Please contact Pathway Integration first and they will assign
your own Pathway Security Key. Then, open Power Broker and go to
Utilities - Define Your Company Information - Integrations 3 tab. In
the space provided, please complete the fields required as the
example shown below:
Pathway Configuration from the
Define Your Company Information screen:
Testing a Single Customer:
Check to see if your transmission is working successfully by testing
on one customer screen, click on the Pathway Integration tab at the
top left of the screen. it will prompt you to confirm the customer
file that you are sending, click 'Send File'.
To check if the client file has been transmitted to Pathway
Integration, 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 Pathway
Integration. You will want to sync back to the last time your data
was initially synced.
It is required at all workstations to have the short date set to
default as shown in the example below.
To schedule Pathway in Power Broker Task
Scheduler please review images below:
The Pathway Integration scheduler works with your Windows task
Scheduler to do an automatic 'send and receive' to your Pathway
Integration interface. While you are able to individually send the
client file from the customer screen, by doing it through the Task
Scheduler it will transmit the customer files all at once up to
multiple times a day.
In Power Broker - Task Scheduler -
Task Scheduler Manager
In Windows - Task Scheduler - Create