ClientDesk Integration


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 below:
www.clientdesk.com

The Power Broker integration module can be purchased by contacting Power Broker sales:

Email: sales@power-broker.com
Phone: 1-877-774-9444



Getting Started:

Congratulatios on 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 Addresses
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, and then the 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.

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
http://www.coreftp.com/order/purchase_client.html



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.



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
This will display the shortened path that you could supplement into the space provided.


Preliminary Testing:

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 your search.

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.





Initial Synchronization:

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.

EXCLUSIVE 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 example below.




Clientdesk Scheduler:

The CLIENTDESK Cloud based solution is built on three core modules: policyholder angagement, mobile self-serve and claims management. ClientDesk helps brokerages digitize their client experience and internal operations using web and mobile technologies.

The ClientDesk 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 suggested settings:








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: