June 17  2019 CSIO dotnet.framework/net47 Update

If you are not able to perform EDI Upload/Download
due to a MyHandler Error, please click here to find out why

March 7/2019
Issues with EDI Download - Only Downloading Economical Policies Fix - Click here

February 7/2019
Wawanesa and Economical Critical Procedure for the EDI Process
If you are a brokerage that has a book of business with both of these two insurance companies, and you do the EDI Upload/Download procedure with both of these insurance companies, it is imperative that you follow these next included instructions.  The issue would be that one insurer may download a policy, and the other insurer may download the exact same policy number.  This is happening due to the new Guidewire System that does not enforce a duplicate policy number from happening.  To stop one policy merging into a different persons policy will be addressed by following these next included steps by clicking here .  Please print the next page.  Once reviewed and the Utlities, Define your Company Information have been changed by an administrator, please share this help document with all of the staff that do EDI.  This situation may be very rare, but it's imperative the EDI staff are aware that this may happen as well as how to process the downloaded policy.

November/26 2018
Economical Contract Number Change
Economical is making changes to how they download their group insurance broker codes. Please go under Tables tab within Power Broker - CSIO Insurance Company. Highlight ECON and remove the W from the Contract Number field. Then, go back under Tables tab - Insurance Companies. Highlight ECON and click view Sub Table on the bottom right of the screen. Remove W from broker code column.

We wish you the best Dianne!
It is with regret but warm wishes in announcing the retirement of Dianne Knutson, a dedicated employee and member of the Zycomp team of 20 years. Effective June 27, 2018. She will be greatly missed here at Zycomp Systems!

Sepember 12/2018
Economical Guidewire/Vyne System:
- Using the new Economical Guidewire/Vyne method, please ensure that you use the new contract number/agency guide that economical has provided to you. If you do not change this contract number the daily download will be missing the new Vyne policies. For further questions, please contact Power Broker tech support.

September 6/2018
Critical Mastercom Update:
CSIO has been working to transition brokerages to web services for connectivity with CSIOnet, which will replace the Juniper VPN which is no longer supported. The deadline for brokerages to migrate to web services is Tuesday October 4th, after which Juniper will be shut down. Brokers continuing to use Juniper after this date will be unable to connect to CSIOnet.
In order to check which version of Mastercom you are running, please go to the computer that does EDI download, click the Start button on the desktop, All Programs, you will see either Broker EDI  or Mastercom Broker EDI. On the drop down options - choose Settings Main. Your version will read at the top of this screen. If it shows a version that starts with 8, you are still using the Juniper connection and will need to update to the version 9 using Web Services. Please forward this link below to your brokerages IT support.

July 16/2018

The Bulk eDOCs download options will be removed from Power Broker in the next software release. Bulk download was used by a number of Insurance Companies, before eDOCs were sent as XML transactions through CSIOnet. By 2012 CSIONet eDOCs was in full swing, and had basically replaced the bulk eDOCs download. We have left the bulk download in the system for 6 more years, but if any brokerage is still using the bulk method, they should switch to CSIONet eDOCs.

The 5 options shown on the EDI menu right below Reports & Functions below, have been removed.

June 6/2018
Users with the recent windows update must make sure that the computer that is running Pathway, Agency Revolution or Client Desk daily sync updates from the Task Scheduler has it's Windows 10 date format set to the Short Date format. (example: YYYY-MM-DD)

May 11/2018
Wawanesa Insurance Move to Guidewire in Alberta
The Power Broker software update dated May 11th, 2018 will now automatically change the Wawanesa Insurance policy number to the new policy number for that policy as the policy comes to you on download from the new Guidewire System for the first time. Because the Fixed IDs are preserved from the Legacy Wawanesa system to Guidewire, there should be no manual matching necessary as the daily download policies are merged.  You should still leave manual matching turned on though, because if for whatever reason the Fixed IDs do not properly match on any given policy, the manual matching screen will be displayed and you can do the following manual matching to avoid losing any of your policy detail information fields on that policy.

Wawanesa Insurance Move to Guidewire in Alberta:

We have recently learned that Wawanesa Insurance has been rolling out a move to the Guidewire System for Alberta brokerages, which I believe changes the Policy Number when the policy rolls over to Guidewire.  When 
merging the daily download, Power Broker recognizes that the Policy Number has been changed and automatically run the “Assign Policy to New Market” option, which clones the existing policy under the new policy number, leaving the original policy number in place in the database. The problem with this though is that the Fixed ID’s are not preserved, so we are unable to match the Vehicles, Drivers, Properties, Scheduled Articles, etc.  Unless you have “Manual Matching” turned on in the Define Your Company Information Screen, so that you can associate the downloading Vehicles, Drivers.., with the matching ones in your database, your Vehicles, Drivers.., will be replaced with only the exact information coming on the daily download from Wawanesa.So you need to go into the EDI page of the Define Your Company Information Screen, and turn Manual Matching on, to prevent this data loss. The reason there is data loss, is that the Insurance Companies keep a lot less information on the Vehicles, Drivers, etc. that brokers normally keep in their systems.

We are trying to get Wawanesa to work on testing the Guidewire daily download with us, the thought here is that we can run “Change Policy Number” automatically when merging the download instead of “Assign Policy to New Market”. I believe this will preserve the Fixed IDs and eliminate the need to do the Manual Matching. We do need to go through the testing process though so that we can guarantee that this will work.

March 28/2018
Power Broker to integrate My Proof of Insurance eDelivery

June 26/2017
Any brokerages that receive download from Economical must be running Mastercom Version 9.3 (Link below)

June 12/2017
CSIO has updated their downloading standards. For more details, click here.

April 7/2017
If Brokerages would like to start downloading Commercial eDoc's with Optimum Insurance Companies, brokerages must first download and install the latest copy of Mastercom from www.mastercom.com (Version 8.17)

March 13/2017
Changes to Power Broker log in screen - Users are now prompt to input their User ID Code and Password. In case the User was not sure of their User ID, they can check under Tables tab - User Security Codes. Any users with 3 or more characters for their User ID will only need to enter the first two characters.

February 8/2017
Enhancement to enable editing of Branch Code on Direct Bill Mainteneance screen. Due next release.

January 27/2017   
Error 1104 - CLICK HERE for resolution.  This error will typically generate by moving your Power Broker software to a newly updated server or operating system.

January 24/2017
    - Customer and Prospect list #1 (Extended 5 lines) will now show the second email address, referred by, and referred by date. Due next release.
    - Abeyance home screen 9 user definable 'Hot' buttons. User will be able to further define which abeyance/note types they filter on.

January 19/2017
    - New CSIO Commercial Automobile application, now 9 detailed pages instead of 5. Due next release.