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 […]
Follow these instructions to prepare and install Power Broker 4 updates.
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 ( […]
Click ‘Read More’ and then click HERE to download your update file. Once downloaded, extract this file to the \BRO folder on your server. Accept the ‘Copy and Replace’ prompt twice.
Click HERE to Connect
If you wish to speak with a Power Broker technical support team member, please phone 1-778–433-2477 or email us at firstname.lastname@example.org
Imperative Update – 4.34.1 on Friday, September 20th at 6:00pm Pacific Time.
Learn how to complete tasks on Power Broker through these videos.
Click here to find simple solutions to common Accounting error messages.
Click here to find simple solutions to common Technical error messages.
Enhancement – Saving Grid & New Column
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 […]
Follow these instructions to close month end on Power Broker.
Find out more about prevention methods and solutions to ransomware attacks.
Find out how to run Power Broker on a larger LAN.
The Expression Builder is a tool that can be used to develop your own results from a wide variety of database fields.
The Power Broker Balance Program is a utility used to find month end outages.
Follow these instructions to fix corrupted database error on DEP settings.
Follow these instructions to complete the archiving and purging procedure.
Send an email once the Pack and Re-Index has completed.
PBTASK Utility for Power Broker 4.0
PBNightly Utility for Power Broker 4.0
PowerTools for Power Broker 4.0
This document is designed if you have attempted to install Mastercom for the first time OR if you are doing an update, and the update to Mastercom was not saved to the root of the drive thus installing in the wrong location.
Follow these instructions to fix Token Integration error.
Follow these instructions to fix Client Desk Integration HTTP Token Error.
Follow these instructions to fix Pathway Integration HTTP Token Error.
Follow these instructions to fix Agency Revolution Token Integration error.
The new version 9.0 supports the new CSIOnet Web Services connection to CSIOnet which replaces the Juniper SSLVPN connection and the SMTP/POP email protocols. There is no waiting for the Juniper software to make a connection to CSIOnet. The Web Services connection is a more reliable secure connection with no delays. Please supply these instructions […]
Uploading and Downloading your data is a critical part of running your brokerage. If at any time, you feel the need that you need a review or get some training in these areas, please do not hesitate to contact one of our friendly Power Broker Support Staff members to review these EDI instructions.
This Cheat Sheet is designed as a basic ‘to do’ list. If you need further clarification, please contact tech support by phone or email.
Follow these instructions to print your list of eDocs.
Follow these instructions to fix the issue of an incorrectly installed Mastercom.
Brokers now have the option to run Task Scheduler on their file server while their server is ‘logged off’.
Follow these instructions to set up a new computer to use PB4.
Follow these instructions to set up Power Broker 4.
Learn how to move PB4 from an old server to a new server.
Please find included a listing of the minimum hardware requirements to run Power Broker 4.
Follow these instructions to upgrade Power Broker to the latest release.
The CSIO My Proof of Insurance eDelivery solution enables users to send digital auto liability cards (eSlips) and policy documents to customers.
Find out more about the Signature Pad integration with Power Broker 4.
Find out more about the Pathway integration with Power Broker.
Find out more about the CLIENTDESK integration with Power Broker.
Find out more about the Agency Revolution integration with Power Broker.
Find out how to use Scanning and Image Attachment in Power Broker.
Follow these instructions to get started using Microsoft Outlook integration.
Please find here a list of word merge fields for Power Broker.
Follow these instructions to create a Microsoft Outlook IMAP Rule.