This version corrects the two-way integration with Policy Works. Power Broker Version 5.00.17 PLEASE NOTE: This update is a mandatory update and should be installed by end of December 2022. STOP!! If you have a LOGO and/or use the Signature feature, please contact Support as there are file changes that will need to be completed […]
RE: Close Out of Power Broker Software for Update or Maintenance on a Domain: This document was designed for a more technical way of locking Power Broker down for maintenance or update on a Domain. If the customer has multiple copies of Power Broker, this will close them all so please be aware. If you […]
Please be aware that Windows 11 no longer supports OLE (Object Linking & Embedding) and therefore ‘breaks’ the link to import any Logo Scans to your Invoice, Cash Receipt and Statements, and also import of Topaz Signatures to Applications and Forms. We therefore DO NOT SUPPORT updating to Windows 11 If you do have a […]
First Time EDI SETUP What to verify: Verify DATE and REGION are correct: (found in Control Panel – Region) Short Date Format = YYYY-MM-DD Region must be English CANADA Utilities – Define Your Company Information – Integration Tab 5: No <copy> and <paste> MUST type in all info manually UserID, Password and CSIONet Machine Address […]
PLEASE NOTE: Our main goal is to only verify the status of 3.5. Should this solution not work, you would need to speak to your local tech first about applying the 4.7 version. ******************************************************************************************************************************************************************************** RE: New Computer, First time EDI download, Loop of .NET Framework install This will be happening more often as customers are […]
IMPORTANT ANNOUNCEMENT REGARDING RSA ROLLOVER TO INTACT Effective August 2nd, Intact commenced downloading Ontario and Western Canada converted renewals from RSA and Western Assurance. Intact has taken a phased-approach to the RSA conversion. Atlantic Canada, Group Dynamix and Facility will follow at a later date. Our updated version of Power Broker caters to these changes, […]
This document is to assist in troubleshooting the setup of your Windows Task Scheduler. To do so, please login as the Domain Administrator on the computer/server you are running your Windows Task Scheduler. Many setups have failed in the past due to the network tech logging in as the Server Administrator, and not the Domain […]
Power Broker Support offers ‘on-line’ Training sessions through ZOOM! These sessions are available to your Brokerage and are offered Monday through Friday, at 9am, 10am or 1pm PST Recommendation is for Groups of 3 or more in attendance. These sessions range from ½ hour to 1 hour in length and will cover the following: Basic […]
Windows Task Scheduler Kill Brow Scheduling VERY IMPORTANT: Exclusive Use is Required. All Users should understand that there should be a scheduled maintenance period during the evening at all brokerages where All users should NOT be in Power Broker. This is typically organized by the Owner/Admin/Local Tech of the office and users should be made […]
Power Broker Region Settings for a Domain Host Environment Many of our Power Broker integrations rely on the ‘Region’ of a host server or a workstation to be English Canada and Short date yyyy-MM-dd. This document outlines how to add a ‘Group Policy Object’ that will store the Regional Settings on your Domain. You […]
New information has been provided indicating some brokerages have not received all company download from Friday, May 6th. I have received information on the following: Wawanesa has sent all info twice. – Watch for duplicate transactions. Use the <Check for Duplicates> in the Post/Delete Download Charges screen. If you use Pathway, please let them know […]
Zycomp Systems Limited to Integrate My Proof of Insurance eDelivery (Victoria, BC – March 28, 2018) Zycomp Systems Limited today announced its plans to integrate CSIO’s My Proof of Insurance eDelivery solution with the Power Broker Management System and make it available in upcoming version 4.33, due out on Friday, April 20th. As part of this […]
Cloud/Hosted services are becoming more and more popular as customers look to focus on their core business and offload the technical management requirements of their company to service providers that specialise in this area. If your brokerage is investigating this type of service, the following is a list of vendors that are known to have […]
Commonwell Critical Update 11/1/2019 We will be posting a Power Broker update, November 1/2019 at 9:30pm Eastern Time . Once you download and install that update, Commonwell Insurance will also be included in this question: “Base Wawanesa & Commonwell Guidewire policy rollover on (C) Change Policy Number or (A) Assign Policy to New Market ( […]
ERROR 1104: C:\USERS First Suggestion: This is in your Group Policy Management Editor under User Configuration, and then Preferences, Windows Settings, Drive Maps. Type in the location example: \\server\sharename and change to Update Do not set it as replace; Replace used to be the recommended practice pre Win8.1/Win10/Server2012r2, Microsoft changed how it behaves without much […]
Please supply these instructions to your local computer tech and should they have any further questions, to please contact the Power Broker Technical Support team and we will be happy to assist. NOTE: Any brokerages that receive download from Economical must be running the EDI Engine Version 9.4 or newer. NOTE: If the workstation […]
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