July 16/2018 - The Bulk eDOCs download
options will be removed from Power Broker in the next software
release. Bulk download was used by a number of Insurance Companies,
before eDOCs were sent as XML transactions through CSIOnet. By 2012
CSIONet eDOCs was in full swing, and had basically replaced the bulk
eDOCs download. We have left the bulk download in the system for 6
more years, but if any brokerage is still using the bulk method,
they should switch to CSIONet eDOCs.
The 5 options shown on
the EDI menu right below Reports & Functions below, have been
June 6/2018 - Users with the
recent windows update must make sure that the computer that is
running Pathway, Agency Revolution or Client Desk daily sync
updates from the Task Scheduler has it's Windows 10 date format
set to the Short Date format. (example: YYYY-MM-DD)
- CSIO has updated their downloading standards. For more details,
- If Brokerages would like to start downloading Commercial eDoc's
with Optimum Insurance Companies, brokerages must first download and
install the latest copy of Mastercom from
www.mastercom.com (Version 8.17)
March 13/2017 - Changes
to Power Broker log in screen - Users are now prompt to input their
User ID Code and Password. In case the User was not sure of their
User ID, they can check under Tables tab - User Security Codes. Any
users with 3 or more characters for their User ID will only need to enter the first two characters.
- Enhancement to enable editing of Branch Code on Direct Bill
Mainteneance screen. Due next release.
- Error 1104 -
CLICK HERE for resolution.
This error will typically generate by moving your Power Broker
software to a newly updated server or operating system.
24/2017 - Customer and Prospect list #1 (Extended
5 lines) will now show the second email address, referred by, and
referred by date. Due next release. - Abeyance
home screen 9 user definable 'Hot' buttons. User will be able to
further define which abeyance/note types they filter on.
- New CSIO Commercial Automobile application, now 9 detailed pages
instead of 5. Due next release.