IMPORTANT UPDATE REQUIRED FOR RSA TO INTACT ROLLOVER EFFECTIVE AUGUST 2nd.
PLEASE READ BEFORE PROCEEDING WITH THIS UPDATE
There are new and exciting changes in the Power Broker update …
Mastercom is now fully incorporated into the Power Broker program!
The Send and Receive process, as well as the Upload process, are now fully incorporated in Power Broker. there are some initial setup that is required before you can proceed with your first EDI Download (incorporated in Version 4.51.11) and initial setup before the Upload processing can be performed. Getting Started Guides for Edge(PMM) and Peace Hills are found under the HELP button on the Power Broker Home Page.
ENHANCEMENTS Version 4.52.
Power Broker CSIO Upload
CSIO Upload for Peace Hills (PEAC) has now been incorporated into Power Broker Version 4.52
CSIO Insurance Company Table will require the Portal/API URL for PEAC
A new User Credentials Table has been created to hold all User ID and Passwords for PEAC. Each individual User will need to add their own User ID and Password to this table.
Select the <Upload> button from the left-hand margin of the policy screen and select <6. Peace Hills>. This procedure creates an upload transaction file for the current selected policy. The policy is validated for completement and accuracy of information before it is submitted to the upload batch. If any problems are found, they are reported in a report that you may print. The policy will not be uploaded, rather you must correct the errors and then click the <Upload> button to attempt to send the policy again. Once all information is correct, you will be prompted to verify the contract number. Once you accept, you will receive a <Policy Upload File Sent> message indicating ‘HTTP Getlink Result Code 200” success message. Hit OK and you are launched to the Peace Hills Portal.
Unica Quote Integration
Enables real-time small business commercial quotes directly within Power Broker.
Changes have been made at Family where download can now be pulled in through CSIO download. You will need to set up your CSIO Table entry for Family (FIC) and update information in Define Your Company Information – Policy Tab – Insurance Company Specific Options. Family WinSCP is no longer required. Please contact Power Broker Support for HELP documentation.
Power Broker now integrates with Assuresign allowing for documents to be forwarded from Power Broker to clients for signature. Please contact Power Broker Sales for pricing.
Short Date Format no longer required
A change has been made within Power Broker where the Short-Date format of YYYY/MM/DD is no longer a requirement for XML Upload, CSIONet Upload/Download and CSIO My Proof of Insurance.
Selecting the Outlook icon or the Outlook ‘paperclip’ icon at the bottom of the Abeyance/Docs screen will now pull forward a new ‘drop-down’ window should there be more than one email address indicated on the Customer screen allowing you to select which email(s) to address the email.
A new <Payable To:> field has been added to the Abeyance Note view whenever a refund cheque is saved to a client file.
Edit or Delete Current Month Cash Receipts – A new field has been added – <Actual Cleared Date>. User only fills this in if the deposit does not make it into the bank this month and then enters a date early next month. Bank Reconciliation omits including deposits where the actual cleared date is beyond the current month-end date. Item is still listed but will show as 0.00, however, the deposit amount and the fact that is it not cleared yet is shown in the comment. If the user prints the Bank Reconciliation to only list the deposits summed by Batch Number, then any deposits that did not appear in the bank prior to the month-end are reduced of the total displayed for that batch. Refer to the new Bank Reconciliation HELP document for more information.
Browse Miscellaneous Cash Receipts – New Search options for Batch Number and Date Posted.
ALL Other Policy Screen
Policy Works button and integration have been added to this policy template type and Integration information is written back to the Abeyance/Docs area.
CSIO ESlip – now pulls Name from the policy screen
Commercial Automobile Policy
Commercial Vehicle Supplement (CMV) and Public Commercial Vehicle Supplement (PCVS) screens have been added. The latest CVS or PCVS is always displayed when the TAB is selected. Users may see them all in chronological order and continue to view under the FORMS button.
Change a Customer Code
This function will now ‘update’ the X-Reference field on any customer screens that are associated with the ‘change’ being made.
Outlook and Outlook2 button – using this feature now pulls forward a ‘drop-down’ window allowing you to select one or more email addresses on file. If there is no email address on file, the outlook message still opens and the Send to: indicates a <fillinthe.email> message so the User can then update and continue with Outlook integration.
New Preferred Language field. This field information will pull into the Customer and Prospect List #1 and #2 MSExcel reports and, when requested Extended 5 lines, to Printer, Screen & PDF.
New Referred BY field. This now gives you the option to indicate How the client was referred and by whom. This field information will pull into the Customer Export listing.
Define Your Company Information
New Tab Structure:
EDocs questions have been moved from Integration Tab1 to Integration Tab5
Integration 5 has been revamped to include CSIO My Proof of Insurance / eDelivery, EDI – CSIONet Parameters & eDocs.
Integration 6 has been added to include the Premium Exception Report.
New Questions added:
Company Info Tab – Task Scheduler – <Force close of Power Broker for all users at a certain time of day (Y/N) TIME (hh:mi) AM / PM > When set to Y and a time entered, Power Broker will automatically ‘close’ so the overnight maintenance routine can run without users locked in the database. Two warning messages will be displayed to the Users: one at 20 minutes before closing and one at 5 minutes before closing and will be displayed for 10 seconds. Contact Support for more information.
Company Info Tab – Performance – <Limit building Branch/Producer level filters to one time per session on sign-in> This question runs in conjunction with the Branch or Producer Only View settings in User Securities. The system will run through the index settings only once as the User signs in. A warning message will appear at the top right corner indicating ‘Limit to Producer View Only’ or ‘Limit to Branch View Only’. This will not index again, unless the User closes their Power Broker session, speeding up the ‘search’ capability for the Branch or Producer View Only users.
EDI Tab – <Should Daily Download Update the CSR Code on the Policy Screen (Y/N)>. When set to N the overwriting of the CSR Code on the Policy is turned ‘off’ when merging the Daily Download.
Policy Tab – <Force Producer Code entered on the Policy and Customer screens to match their Branch Code on Producer Screen (Y/N)>. When set to Y, this question forces the User to select a Branch Code before allowing them to enter a Producer Code on a Customer screen. Further, it will not allow the User to select a Producer Code that does not have the correct Branch Code indicated in the Producer Table entry.
Merge Electronic Documents
– increased length of PDF file name for AVIVA CGUI Broker EDoc copy
– BIll Payment Reminder – Code OPN added to notes area of client abeyance.
CSIO ESlip Delivery – Default Name now pulling from Policy screen.
Review CSIONet Transaction log – new <purge> button <Complete Purge Entries Prior to: DATE> This purge option was added for those brokerages reaching the 2Gig Limit
Insurance HOTLINE Lead Import – This import utility will create Power Broker Prospects based on an XLS spread sheet generated by the lead generation service HotLine. You may only import XLS spread sheets that follow a specific format which is indicated when you open this utility function.
eDocs (originally found under Integration Tab5) –
< eDOCs Processing Method (S / R / O / D)> You may now set your default processing method to one of the following:
( S ) Stopping on each to allow user input and delivery method
( R ) Roll continuous (no digital delivery)
( O ) Roll continuous using default values and send all policies by MS Outlook / CSIO eDelivery
( D ) Roll continuous using default values and send only direct bill policies by MS Outlook / CSIO eDelivery
CSIO Certificate of Liability – Subscription policies
The name of the Insurance Companies in question will now pull forward to the CSIO Certificate of Liability to a maximum of 4 companies.
Lloyd DEC pages have been updated for Lloyds Underwriting address
Ontario Auto – Accident Benefits – now includes an <Increased Accident Benefits Declined> ‘tick’ option for the client to select.
Enter Journal Entries Batch – The Journal Entry description line has been increased to 40 characters.
Home Page Policy Screen
Now has an indication of <A> Agency Bill or <D> Direct Bill added as a new column.
Pathway – Abeyances
A new log file was created, found in the root of BRO, named _pathway.log, that records the start and end time of each activity that occurs whenever connecting to Pathway Web Services.
A new button was added to the “Manage Incoming Pathway Abeyances Screen” that allows the User to connect to Web Service to only pull back and reformat the abeyances
The Branch Office Table now allows you to enter a Province Code for each Branch indicated. This allows Multi-Branch and WAN Branch Brokerages the extra option of tagging branches by Province Code only whenever they select “Select Branches” on Reports.
Line of Business – Electronic Document Transfer – body of email has been added.
User Credentials Table – SMI / Peace Hills – This table holds the User ID and Password required for each user to upload to SMI and/or Peace Hills. Access to this table is driven by security question #13, Maintain Tables in User Securities.
Policy Transaction Types – Information for Policy Transaction Types that are included on the Invoice will now be drawn into the following MSExcel Reports:
Sales & Commissions Combo
Sales & Commissions by Insurer Detail
Sales & Commissions by Producer Detail
The Outlook browse button – Outlook pathways increased to 160 characters (length increased for Office 365 pathway)
New question (Tab3): <Maintain Certificate Holders table even is Security 13 is No> The user will have access to maintain the table if EITHER security 13 OR security 96 is set to Y
Change Producer Code
Now allows for the selection of One or More Line of Business Codes.
Reassign Customers to CSRs
This new Utility does NOT use the CSR Table. It allows you to reassign CSR based on the Customer Status Code and may be limited by Branch code and/or Producer Code and/or Template Type and Customer Name alphabetically.
Billyard Insurance Group – Premium Exception Report filtered on CSR
PAL – VLT DEC and Bordereau changes
Shawn Hope Insurance Brokers (Barbados)– 4-pay ‘quarterly’ Invoice option #10 for MalPractice policy holders
Supreme Insurance (Barbados) – New invoice option #11 for Payment Plan (Barbados only)
Star General (Bahamas) – imports the Bahamas Health .xls and automatically generates the Direct Bill Policy Transactions in the Post/Delete Download Charges screen.
correct error when printing Caribbean invoices
correct bug with User ID Code GK pulling through on EDoc download
correct error when pulling Sales & Commission Report based on Producers (Producer View Only)
correct error when uploading second insured details to Edge (PMM)
User Credentials password ‘scrambled’
Please select this link for these important Version 4.52 setup instructions:
Once you have downloaded and read the Setup Instructions, please complete your download request form.
Select <Download Upgrade> to complete request form.
Once this Contact page has been completed, you will be directed to the update file.
**Please Note: If after completing the Contract Form the download does not start, AND if you are using <Google Chrome>,
please ‘right-click’ over the download area and select <Save Link As> to download this file to a saved location.
If you require assistance, please do not hesitate to contact the support area @ 778-433-2477
Your Power Broker Support Team