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Upgrade Power Broker to the Latest Release

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

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.

Topaz Signature Pad Integration

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

Pathway Integration

Find out more about the Pathway integration with Power Broker.

Agency Revolution Integration

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

Scanning Integration for PB4

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

Microsoft Outlook Integration

Follow these instructions to get started using Microsoft Outlook integration.

Word Merge Fields

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

Microsoft Outlook IMAP Rule

Follow these instructions to create a Microsoft Outlook IMAP Rule.

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