RE: New Computer, First time EDI download, Loop of .NET Framework install This will be happening more often as customers are staring to change out their towers, laptops, servers. When a customer opens Power Broker, goes to EDI and hits Proceed on this new machine for the first time, it will download the files from […]
Power Broker Support offers ‘on-line’ Training sessions through ZOOM! These sessions 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 Power Broker User Training Basic Accounting […]
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 […]
Follow these instructions to prepare and install Power Broker 4 updates.
First Time 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 can […]
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 […]
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 ( […]
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.
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.
Click here to find simple solutions to common Technical error messages.
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.
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 […]
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.
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