CLIENTDESK Consumer Self-Help Portal:
The CLIENTDESK cloud based solution is built on three core
modules: policyholder engagement, mobile self-serve and claims
management. Clientdesk helps brokerages digitize their client
experience and internal operations using web and mobile
technologies. For more information about the CLIENTDESK solution,
you can schedule a product demonstration from the website link
The Power Broker integration module
can be purchased by contacting Power Broker sales:
getting started with your new Clientdesk integration. The next few
steps should be relatively easy, but should you need assistance,
please feel free to contact our Power Broker support team and we
will be happy to assist.
Please contact Clientdesk first and
they will assign you these unique identifiers:
1) FTP Site
2) FTP Folder
3) FTP User Name
4) FTP Password
Once you receive these details, please open Power Broker, go to
Utilities - Define Your Company Information -
Integrations tab. In the spaces provided, please complete the fields
required as shown below. The Core FTP program will be mentioned
later, so please skip this part for now.
Core FTP Software:
Core FTP is a software that allows you to transmit data from
Power Broker to a Clientdesk server. Please purchase and install
Core FTP can be purchased by credit card at this
link and they only need to order the single user standard license
for $24.95 US
WARNING: PLEASE INSTALL THIS VERSION RELEASE OF COREFTP
Once installed, please open Power Broker, go to Utilities - Define Your Company Information
- Integration tab, and browse using
the small arrow located next to the CoreFTP path.
After installing your purchased version of CoreFTP to
C:/CoreFTP folder and NOT to C:\ProgramFiles(X86), launch CoreFTP and
type in your credentials.
Please note that when testing from
CoreFTP, the Host/IP/URL should NOT include the /incoming part of
the address. Once connected and everything works, type in the
/incoming part to the Host path, close and continue with your
configuration of Power Broker.
EXAMPLE TEST FROM COREFTP
EXAMPLE OF WHAT IT SHOULD LOOK LIKE
ERROR 1405 - Should
you receive this error during the integration, change PROGRAM FILES
TO PROGRA~1 in the picture shown above.
Exit Power Broker and
please test again.
Should you still get an ERROR 1405, go to DOS
prompt, on the root of the C: drive, type dir *.* /x
display the shortened path that you could supplement into the space
Please follow these simple steps
before you attempt to upload your entire book of business. Our main
goal for you, the broker, to find a test customer that had an EDOC's
abeyance. You may find this by going to a customer abeyance screen,
at the top centre, there is an "eDOC's" tab that will narrow down
Now that we have established you finding a
customer that has an eDOCs abeyance, return to the main customer
screen. On the top left of the customer screen, you will see a
ClientDesk icon that will look like the image below (found under the
Searches button). Follow the next few prompts. This procedure should
launch CoreFTP and you should see it connect, then transfer the file
to the right hand side of the CoreFTP program. You would then
contact ClientDesk support, and ensure that they have indeed
received the file.
NOTE: At the present time,
Zycomp Systems is doing this part for you. At the moment, please do
NOT touch this button, but contact our office first and confirm with
our tech team what dates you would like to use.
DATABASE WARNING - Please ensure that everyone is out of Power
Broker when this is completed.
In the 'Date Last Sent' space
provided, type in a synchronization date you would like to use to
populate with. This date is really up to you and how far back you
would like to go. Please take into consideration that you may want 2
years, 3 or 5 years depending on what your goal is.
*Note: It is required at all
workstation to have the short date set to default as shown in the
Scheduler works with your Windows Task Scheduler that will do
an automatic 'send and receive' to your ClientDesk interface.
In your Windows Task Scheduler, you would follow these next
Notepad, and copy these contents to Notepad, change the Drive
letter, the server name, the shared folder on your server to match
your environment. Save this Notepad file as clientdesk.cmd
You would now open
your Windows Task Scheduler and point the scheduler to run
at the day and time required. This feature is for sercers
that need to be 'logged off' versus our other Task Scheduler options
that need the computer to be turned on.
Please see our other
images of how to setup a Windows Task.
After you have configured the previous screens, test the
scheduler by right clicking over the project, and choose Run.
You should see this splash screen:
Then, in Power Broker, please set up the following (with
whatever time you would like):
Client Desk Consumer
Power Broker can now
automatically process customers as they are newly registered on the
Client Desk Consumer Access Portal. When a customer is registered on
Client Desk that registration information is sent to Power Broker
the next time the brokerage does either a Daily Sync or a Task
Scheduler Sync. On the main customer screen, each customer that is
newly registered on Client Desk will be given a 'Y' in the "Has an
account on our Consumer Web Portal" prompt. In that same sync
session the complete customer record, all the active policies,
claims, edocs and other file attachments will be sent to Client Desk
for each of these newly registered customers.
all by itself, register a customer on Client Desk and it will
"self-synchronize with Power Broker".
For this to work, you will need
to have completed the New Customers Registration Site Link as
provided by Client Desk, in the Define Your Company Information
screen. This link is provided by Client Desk.
Turning off Abeyance
Entries for Client Desk in Power Broker
can 'turn off' the receiving of abeyances from Client Desk by
clearing out the 'Customer Abeyance HTTP Site Link:' field on the
Integrations 2 tab found in the Define Your Company Information
screen. If the URL is not there, power broker will bypass the
If users see XXX's in the box shown below, please email
the \bro\mqcomp.mem file to