FAQ Archive - Power Broker

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ATTENTION: We will be closed for Remembrance Day, Monday November 11, 2019

ATTENTION: We will be closed for Remembrance Day, Monday November 11, 2019 and will return Tuesday November 12th, 2019.

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Hosted Cloud Solutions for Power Broker 4

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 […]

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Power Broker 4 Update Version 4.34.4 November 4/2019 2:30PM PST

Follow these instructions to prepare and install Power Broker 4 updates.

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Commonwell Critical Update 11/1/2019

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 ( […]

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Vehicle Code Update File for October 30/2019

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.

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Allow a Power Broker Technical Support Representative connect to you.

Click HERE to Connect

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Technical Support Contact Phone Number 1-778-433-2477

If you wish to speak with a Power Broker technical support team member, please phone 1-778–433-2477 or email us at techsupport@power-broker.com

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Mastercom Website

Click Read more to be directed.

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Imperative Update 4.34.1 – Commonwell Customers

Imperative Update – 4.34.1 on Friday, September 20th at 6:00pm Pacific Time.

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Power Broker Video Files

Learn how to complete tasks on Power Broker through these videos.

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Accounting

Click here to find simple solutions to common Accounting error messages.

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Technical

Click here to find simple solutions to common Technical error messages.

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Grid Columns

Enhancement – Saving Grid & New Column

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Error 1104

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 […]

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Month End

Follow these instructions to close month end on Power Broker.

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Technical Support Bulletin – Ransomware/Backup

Find out more about prevention methods and solutions to ransomware attacks.

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Running on a Larger LAN

Find out how to run Power Broker on a larger LAN.

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Expression Builder

The Expression Builder is a tool that can be used to develop your own results from a wide variety of database fields.

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Balance4 Accounting Troubleshooter for PB4

The Power Broker Balance Program is a utility used to find month end outages.

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DEP Settings

Follow these instructions to fix corrupted database error on DEP settings.

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Archiving/Purging Data -PB4

Follow these instructions to complete the archiving and purging procedure.

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PB SENDMAIL for PB4

Send an email once the Pack and Re-Index has completed.

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PBTask for PB4

PBTASK Utility for Power Broker 4.0

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PBNightly for PB4

PBNightly Utility for Power Broker 4.0

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PowerTools for PB4

PowerTools for Power Broker 4.0

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Mastercom Installed in wrong spot – \BRO\Email Steps to Repair

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.

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Token Integration Error

Follow these instructions to fix Token Integration error.

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Client Desk Integration HTTP Token Error

Follow these instructions to fix Client Desk Integration HTTP Token Error.

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Pathway Integration HTTP Token Error

Follow these instructions to fix Pathway Integration HTTP Token Error.

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Agency Revolution HTTP Token Error

Follow these instructions to fix Agency Revolution Token Integration error.

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Mastercom 9 System Update

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 […]

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EDI – How to Verify Your Receipt of Daily Download Data

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.

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EDI Considerations – Start to Finish Check List

This Cheat Sheet is designed as a basic ‘to do’ list. If you need further clarification, please contact tech support by phone or email.

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EDI Cheat Sheet

Follow these instructions to print your list of eDocs.

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Setting up Mastercom EDI on a Secondary Computer

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.

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Setting up Mastercom 8 EDI on a Secondary Computer – Old Version

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.

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Reinstall an Incorrectly Installed Mastercom

Follow these instructions to fix the issue of an incorrectly installed Mastercom.

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Windows Task Scheduler

Brokers now have the option to run Task Scheduler on their file server while their server is ‘logged off’.

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Connecting a New Workstation

Follow these instructions to set up a new computer to use PB4.

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New Power Broker Installation Guide

Follow these instructions to set up Power Broker 4.

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Moving Power Broker from an old server to a new server

Learn how to move PB4 from an old server to a new server.

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Minimum Hardware Requirements Power Broker Version 4

Please find included a listing of the minimum hardware requirements to run Power Broker 4.

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Upgrade Power Broker to the Latest Release

Follow these instructions to upgrade Power Broker to the latest release.

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CSIO My Proof of Insurance: eSlips and eDelivery

The CSIO My Proof of Insurance eDelivery solution enables users to send digital auto liability cards (eSlips) and policy documents to customers.

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Signature Pad Integration

Find out more about the Signature Pad integration with Power Broker 4.

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Pathway Integration

Find out more about the Pathway integration with Power Broker.

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ClientDesk Integration

Find out more about the CLIENTDESK integration with Power Broker.

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Agency Revolution Integration

Find out more about the Agency Revolution integration with Power Broker.

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Scanning Integration for PB4

Find out how to use Scanning and Image Attachment in Power Broker.

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Microsoft Outlook Integration

Follow these instructions to get started using Microsoft Outlook integration.

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Word Merge Fields

Please find here a list of word merge fields for Power Broker.

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Microsoft Outlook IMAP Rule

Follow these instructions to create a Microsoft Outlook IMAP Rule.

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