Workers Comp Insurance Brokers

It’s easy to get started. Just refer your clients to Business Power Tools and we’ll do the rest. It may be easier if you let us get you started… Just do these 3 things first and then contact us or call us at 800-346-5426 (We’re in S California, Best: 9-5 M-F)

  1. Create your own Affiliate Referral account
  2. Subscribe to ClaimsHistory.pro (code: Freesafety)
  3. Get Discount code for SafetyPlanBuilder

To do this on your own, follow these steps:

  1. Access your  Affiliate Referral account
    • Choose the “Website Banner” to “OSHA Safety Plan Handbook”
    • Choose any of the sizes and copy the HTML code to your website
    • Or… at the top of “Text Only” banners “For Workers Comp…” copy the link (just the http:xxx part) and paste it into your browser
  2. Use your affiliate referral link to subscribe each client to their own account (You make more money when your clients expand their Business Power Tools dashboard subscription.)
  3. Use the discount code provided by ClaimsHistory.com to subscribe to SafetyPlanBuilder for free.
    • Use your client’s email address as their Username
    • Make up a Password (they can change it later)
  4. Login to your client’s account, choose “Procedures” in the dashboard

Transfer Software to New Computer

I have a new computer and want to transfer my SafetyPlanBuilder software to use on my new computer. (This is for the Windows software app)

  1. Do you still have the original file you purchased and downloaded? (Look in your “Downloads” folder)
  2. You can copy that to the new system and double click to install…
  3. Use your original serial #.
  4. To copy your completed business plan(s), on the old machine, navigate to “C:UsersPublicDocumentsJIAN Documents”

    (Or click the Windows icon and enter ‘jian documents’ to search for it.)
  5. Best to copy the entire folder over to replace the same newly installed folder on your new PC. or copy the directory named for the user you are migrating (I.e. – User) and the User.mdb file.
  6. Then, paste them in the same location on the new machine.
  7. You should now be able to log in as the old user and see all safety plans.

Upgrade?

Depending upon how old your app /template is (more than a year?!?), you may want to consider and upgrade. Click here to learn more…

Collaborating with SafetyPlanBuilder Using DropBox

Here’s how to share your business planning project using SafetyPlanBuilder with DropBox… (Even if you are just want to work on the same project from your own office PC, Laptop and Home PC) The idea is to use your desktop copy of SafetyPlanBuilder and store, access & share the working document files in DropBox.

First, get DropBox… grab it here: DropBox, and install it to your computer. You can share it with your partner(s)… (They won’t need their own DropBox account for this project.)

  1. Install DropBox
    • Create a folder for your project
    • Share that folder with your partner(s) — enter an email and DropBox will send it to them
  2. Install SafetyPlanBuilder (Launch it in a moment…)
  3. Locate the “Jian Documents” folder (on the Desktop or in Shared Documents)
    • Drag the entire folder to the new DropBox folder
  4. Launch SafetyPlanBuilder
  5. Click the “Change” button and navigate to DropBox
  6. Look for the “Jian Documents” folder in DropBox
    • Single-click on Jian Documents and click OK.
    • [x] Make Default Path
  7. Enter:
    • username: [make something up]
    • password: [make something up]
    • [x] Remember My Password
    • Add User(s) — Give each partner their own username and password
    • Click Next
  8. Start a New Project – Select SafetyPlanBuilder
    • Not sure what you’re are doing, but if you’re raising big $ from a VC, choose “Angel VC Plan”
    • [x] Select All (at bottom of the window)
    • Next
  9. Fill-in your info
  10. Give each of you ‘Full Access / Full Control’
  11. Send partner(s) an email with…
    • the SafetyPlanBuilder download link (unless they already have their own copy)
    • his/her serial # (They need their own paid copy with their own unique serial #)
    • username and password
    • and have them follow steps 4-7

You have full read/write privileges. Next, on the main project screen, you will see all of the sections of your plan on the left. When you double-click one, it will check out that section to you — No one can work on it until you check it back in by closing it. (Save any docs in place — do not save-as, because they will then save outside the system and not be traceable…)

OK! Rock on!