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Your broker’s BOA (broker office administrator) for your Wawanesa broker portal, will need to log into the Broker Portal and create a new broker account using a dedicated email only for Trufla: the same way you create an account for any of one your brokers.
You must send the username ( email) and the password information, along with the broker number associated with that account to your Trufla Account Manager.
Please login at least once before you share the password with us. If not, Trufla might need to change the password for the account to activate the account on first login.
3. Wait for the magic to happen 
4. With every policy download, we will pull the monthly payment information on the policy .
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As this is a new service for us, we appreciate your patience as we add this feature for you. We will keep you updated with the timeline for completion through your Account Manager. |
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