Power Broker Website - Contact

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)

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.