PowerBroker and etfile: Getting the Most of the Direct Integration

In this session we went over the workflows for using etfile with the Power Broker management system.  Topics covered:

• Abeyance, policy and claim level integration for emails.

• PDF’s, Office documents (Word, Excel) and front end scanned paper.

• Print to, Send to, Drag and Drop and Importing

• How to fix documents mis-filed or what to do when Policy information in Power Broker is updated.

PowerBroker eGuides:

1. Guide: Admin Instructions_Front and Back End, Customer Filing, 4.3

2. Guide: User Instructions_Front and Back End, Customer Filing, 4.3