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)

Creating a new Template

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.

Once you have entered all the required information select the [Proceed >>] button, this will launch MSWord

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.

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

 
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.

In ‘Define Your Company Information’ – Screen 5 you need to set up the Power Broker drive letter and directory – See below

Getting Started Using Microsoft Word2000 ® Integration Click here to download this document 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)    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 new Template 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.   Form Name - This is the name of the form (max 8 characters) that will appear when you select forms.   Form Description - 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.   Form Language - Select E for English or F for French characters Database - This is where the information for the form will be drawn from. 1 – Customer (Basic) 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 basic customer information, producer, brokerage address, branch address. 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. 3 – Customer With Policy          Summary         4 – Policy (Basic)         This form will be available only from the         Policy screens and Policy Renewal         lists 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.   5 – Automobile Policy Detailed       This form will be available only from the            Automobile and Commercial Automobile          screens                  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.     6 – Automobile Policy  Summary          This form will be available only from the            Automobile and Commercial Automobile          screens                 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   7 – Habitational Policy Detailed        This form will be available only from the             Habitational policy screens                 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.   8 – Commercial Business Policy Detailed        This form will be available only from the             Commercial Business policy screens                 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. Save Word document - 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   Once you have entered all the required information select the [Proceed >>] button, this will launch MSWord   Once MSWord2000® has started, the following dialog appears. The Clippit Office Assistant will guide you through the creation process. NOTE: If the Clippit Office Assistant is not turned on, the integration will not work. Select the [OK] button to start You are now ready to begin designing your form template.   To insert a data merge field select the [Insert Merge Field] button, a popup of all available fields will appear, scroll through the field list and select the appropriate field to insert into the template form See Appendix C for a list of the fields and their descriptions. When you have finished, remember to select the        [Save Form and Return to PowerBroker] button to return to Power Broker DO NOT use the any other method of exiting MSWord2000® 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     Next, select the form that you want to print in the browse window then select the [Select Form] button at the top of the screen.   Once you have selected a form, select the [Proceed >>] button on the bottom of the screen to start the Power Broker/MSWord97® integration