June 17 2019 CSIO
If you are not able to perform EDI
to a MyHandler Error, please click here to
find out why
Issues with EDI
Download - Only Downloading Economical Policies Fix -
Wawanesa and Economical
Critical Procedure for the EDI
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
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
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.
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.
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
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)
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.
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.
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.
Power Broker to integrate My Proof of Insurance eDelivery
brokerages that receive download from Economical must be running
Mastercom Version 9.3 (Link below)
CSIO has updated their downloading standards. For more details,
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)
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.
Enhancement to enable editing of Branch Code on Direct Bill
Mainteneance screen. Due next release.
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.
- Customer and Prospect list #1 (Extended
5 lines) will now show the second email address, referred by, and
referred by date. Due next release.
home screen 9 user definable 'Hot' buttons. User will be able to
further define which abeyance/note types they filter on.
- New CSIO Commercial Automobile application, now 9 detailed pages
instead of 5. Due next release.