
Getting Started Using
Microsoft Word2000
® Integration
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Power Broker offers integration capabilities to allow merging of data from the Customer and Policy databases into an MSWord2000® document
Before you can begin using the MSWord2000® integration, the following items need to be addressed -
· Install and configure Microsoft Office 2000® (See Appendix A)
· Configure Power Broker for Microsoft Word2000® integration (User Preferences screen, and Define Your Company Screens) (See Appendix A)
· Configuring the MSWord2000® sample templates that have been included with Power Broker (See Appendix B)
Once all these steps have been completed, each user will be able to create, edit and print Power Broker/MSWord2000 documents, as well as forms generator documents from various areas of the Power Broker system, including the Customer and Policy Screens, Marketing List Section, and Policy Renewal List Section. The MSWord2000® integration is available through:
· Customers – Customer & Prospects – Forms
· Customers - Customer Marketing Lists
· Customers – Customer \ Prospect Xdate Lists
· Policies - (Automobile, Habitational and Commercial Business) – Forms
· Policies - Renewal Lists
· Policies - Print Cancelled Policy by Producer Report
· Forms - Print Microsoft Office 97® Form Letter(s)
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Note - |
When launching the Power Broker/MSWord97® integration you can not have Miscrsoft Word2000® open or Microsoft Excel® open before starting the integration |
Creating / Editing Duplicating Power Broker/MSWord97® Templates
Creating a form template creates a ‘Master’ Form from which all users can use to create MSWord2000® documents from. When creating a Word2000® document users will be selecting a template form from which the document will be created.
From the ‘Home Page’ main menu, select the Forms icon, the Forms system function menu select the ‘Create or Edit Word97 Form Letter’ option

Once you are in ‘Create or Edit Word97 Form Letter’ option, you will see a browse window with all the exisiting MSWord97® template forms. At this point select the [Create New Form] button on the bottom of the screen.

When creating a new form template, you will be prompted for the form name, form description, form language, and the database that the information will be drawn from.

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This is the name of the form (max 8 characters) that will appear when you select forms.
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This is the form description (max 80 characters), this will also be the default form description when saving the form to the customer’s file.
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Form Language - |
Select E for English or F for French characters |
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This is where the information for the form will be drawn from. |
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1 – Customer (Basic) This form will be available from both the Customer and Policy Screens, Marketing Lists and Policy Renewal Lists
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Information will be taken from the customer database and include basic customer information, producer, brokerage address, branch address. |
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2 – Customer with Networth This form will be available from both the Customer and Policy Screens, Marketing Lists and Policy Renewal Lists |
Information will be taken from the customer database and include all customer information, producer, brokerage address, branch address. |
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3 – Customer With Policy Summary
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4 – Policy (Basic)
This form will be available only from the |
Information will be taken from both the customer database and policy database and include basic customer information, producer, brokerage address, branch address, basic policy information, insurer and CSR. |
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5 – Automobile Policy Detailed |
Information available from the Automobile or Commercial Automobile Policy Screens, and allows for the integration of all of the data fields from the vehicle, driver and automobile coverage records. An easy to use help window allows you to select the desired vehicle and driver record.
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6 – Automobile Policy Summary
This form will be available only from the |
Information available from the Automobile or Commercial Automobile Policy Screens, and allows for the integration of the more commonly required data fields for up to 5 vehicle / coverage records and for up to 5 driver records. Easy to use help windows allow you to select the vehicle and driver records that you wish to integrate into the Word97 form letter |
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7 – Habitational Policy Detailed |
Information available from the Habitational Policy Screens, and allows for the integration of the full Location, Rating, Underwriting and Coverage’s information for any one property / location. An easy to use help window allows you to select the location. |
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8 – Commercial Business Policy Detailed |
Information available from the Commercial Business Policy Screens, and allows for the integration of the full Location, Rating, Underwriting and Coverages information for any one property / location. An easy to use help window allows you to select the location. |
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When set to ‘Y’ this option will also save the MSWord97® document into the \WORD97\DOCS folder. When viewing this document from the [Abeyance/Doc] browse window, Power Broker will launch the saved MSWord97® for review and/or printing |
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Once you have entered all the required information select the [Proceed >>] button, this will launch MSWord
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See Appendix C for a list of the fields and their descriptions. |
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You will now return to Power Broker, the creation of the MSWord2000® Template form is complete.
Editing an existing template
Editing an existing template allows the user to change to contents of the template form.
From the ‘Home Page’ main menu, select the Forms/Rating icon, the Forms system function menu select the ‘Create or Edit Word97 Form Letter’ option

Once you are in ‘Create or Edit Word97 Form Letter’ Option, you will see a browse window with all the existing MSWord2000® template forms. At this point select form that you want to edit in the browse window then select the [Select Form] button, next select the [Edit Form] button on the bottom of the screen.
When editing an existing form template, you have the option of editing the form description, Form Language and the Save Word Document fields.

Once you are done editing the fields select the [Proceed >>] button, this will launch
MSWord.
Duplicating a template
Duplicating a template allows the user to create a new template from an existing template form.
From the ‘Home Page’ main menu, select the Forms icon, the Forms system function menu select the ‘Create or Edit Word97 Form Letter’ option

Once you are in ‘Create or Edit Word97 Form Letter’ Option, you will see a browse window with all the existing MSWord97® template forms. At this point select the form that you want to duplicate in the browse window then select the [Select Form] button, next select the [Duplicate Form] button on the bottom of the screen.
When creating a new template form using duplicate option, you will need to specify the new template name and description.

Once you have entered all the required information select the [Proceed >>] button, this will launch MSWord.
Printing MSWord2000® Forms from the Customer/Policy Screens
To print an MSWord2000® form from either the customer screen or policy screen, select the [Forms] button from the option bar. In the list of forms available select the Word97 Generator option

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Once you have selected a form, select the
[Proceed >>] button on the bottom of the screen to start the Power Broker/MSWord97® integration |
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Select the [OK] button to begin. |
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Note –
You pre-edit the form before data is merged into the document |
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If everything is ok, then select [Yes] button to continue.
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You now return to Power Broker.
To view a saved MSWord2000® document from either the customer screen or policy screen, select the
[Abeyance/Docs] button from the option bar.
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Appendix A
Setting up Power Broker
In ‘Define Your Company Information’ – Screen 5 you need to set up the Power Broker drive letter and directory – See below

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