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The insureds tab allows you to see all CSIO downloads for your brokerage, whether the clients is are a user or not.  

Remember that not all Insurers offer CSIO downloads and not all policy types are downloaded therefor downloaded therefore they will not display in the app/webportalweb portal. 

Index:  

• Search for a client

• Add user

• Change email address

• Attach or Unattach policies

• Add/View Edoc

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If you are trying to locate a client in the truMobile portal, there are several ways to do so under the ‘Insureds tab’‘Insureds' tab.  

• You can search for the client by typing their full name into the ‘Insureds’ column.  

• You can also search for the client by their policy number. 

• If the client is already a truMobile ‘User’, you can also search for them by their email. 

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Once you have located the client you would like to register for in the truMobile app, it’s time to you can sign them up the client to begin using the truMobile app or web portal.

Below are the steps to ensure a seamless registration.  

1. Search for the client by name or policy number.  

2. Ensure the client is the correct insured to register by asking additional questions (exe.g. Additional policies, address, postal code.) 

3. Click the ‘Add email’ button. Note: if there is an email address in the email column, this means the user already exists.   

4. Enter the client’s valid email.  

5. Click the ‘Add’ button. 

The client will receive a ‘Welcome’ Welcome email with a link to set their own password .

Tip: If the client has not received their welcome email, have them check their junk folder. 

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