WE ENCOURAGE EVERYONE TO DOWNLOAD AND INSTALL VERSION 4.53.3

 

PLEASE CONTACT POWER BROKER SUPPORT WITH ANY QUESTIONS OR IF YOU REQUIRE ASSISTANCE IN DOWNLOADING AND INSTALLING THIS IMPORTANT UPDATE.

 

 THIS IMPORTANT UPDATE CONTAINS THE FOLLOWING PROGRAMMING ENHANCEMENTS:

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ENHANCEMENTS Version 4.53

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December 2021

 

Alberta Auto Reform 2022

All programming and update of screens, applications and forms has been completed and included in this release.

 

Power Broker has introduced a new ‘Numeric User ID’ code to the system.   New ranges between 0A to 9Z are now available allowing for significantly more creatable User codes in the system.

 

Royal Insurance Policy rollover to Intact

All programming changes completed and included in quick release Version 4.52.46

 

Assuresign Integration

Enhancements have been made to include ‘multiple’ attachments.  Power Broker saves the abeyance and allows the user to see a drop-down window of all received signed attachments and can select to view individually from this list.

 

Pathway integration

 

ZoHo integration

New Vehicle and Driver pathways are now included in the pathway integration process with AutoPlus and Ride Sharing.

 

Abeyance/Docs

A new column has been added to indicate whether an ‘email reminder’ has been selected to send.  This column is a ‘logical’ field so indicates <T> for True or Yes and <F> for False or No.

 

Customer

Change Customer Code – this function will now include an update to the cross-reference field so the ability to <jump> between customer screens is not lost.

 

Customer Reports

Browse Archived Customers now have the ability under the List#1 button, to include ‘archive customers’ in the report output.  List#2 report output is still limited to ‘active’ customers only.

 

Define Your Company Information (Utilities)

New Tab Structure:

Kixpay moved to Integration 5

Pathway moved to Integration 3

Company Info – Performance – #of Idle minutes on the main Menu/Home Page before Existing Power Broker

– # of Idle Minutes on the Customer/Policy screens before Existing to Main menu.

New Questions Added:

EDI Tab

GL Account Tab – Miscellaneous Options

Integration 1 – Clear Pay Configuration

Integration 5 – EDOCs

Integration Option 6 – Premium Exception Report

 

EDI

 

Forms

 

Invoicing

This report provides exact premiums and commissions totals by class of business for your in-force policies and is totalled by Policy Template Type number.  The billings and commissions of policies that were cancelled are omitted from these totals.

 

Policies

 

Policy Reports

 

Payables General

The number of Payables Batches has been increased to include A through N

 

Payables Company

Print Account Current Detail (WAN) – Now separates all branches when requested and creates the entry in the payables batch.

 

Tables

 

User Preferences

Screen 3 – Suppress Policy Limiting Messages (Y/N)

Setting your User Securities View to Producer View Only will pull forward a message indicating restriction in policy viewing.  This new question will ‘eliminate’ that warning message.

 

User Securities

Question #87 – Maintain User Security Table (Y/N) – allows User to access the User Security Table without full access to all other Tables

 

Utilities

 

Word Integration

Add new vehicle and driver fields to drop-down menu (Vehicle 1 -12 / Driver 1 – 12)

 

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Custom Programming

FG Insurance Agents & Brokers – End of Day CSV file send to MS Excel

Accounts Receivable – Accounts Receivable by Customer Report now includes Column 0-14 when exported to MS Excel

 

Certification completed:

AVIVA – eDocs fully migrated to XML re-certification

GORE – Trillium Mutual – Portage – Peace Hills

 

FIXES:

 

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Please select this link for these important Version 4.52 setup instructions:

Instruction for applying an update

Version 4.50 Setup Instructions

Region Group Policy Management Settings

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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.

 

Download Upgrade

If you require assistance, please do not hesitate to contact the support area @ 778-433-2477

Your Power Broker Support Team