Versions Compared

Version Old Version 3 New Version 4
Changes made by

Sandra George

Sandra George

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

CSIO-1080p.mp4

You need to create 2 new mailboxes one for your BMS and one for Trufla.

You will have 3 mailboxes in total:

  1. Primary Mailbox: Your current mailbox, where all insurers should continue to send info to (No Change) Please continue to provide your insurers with this primary mailbox information.

  2. BMS Mailbox (New): You will switch your BMS to pull information from this mailbox. All copy of all data received in the primary mailbox will be forwarded to this mailbox daily ( forwarding rule)

  3. Trufla mailbox (New): Trufla will be pulling information from this mailbox to your app. All copy of all data received in the primary mailbox will be forwarded to this mailbox daily ( forwarding rule)

Here is a step by step process on how we will make this switch.

...


• Please login to your CSIO account on www.csio.com
• Please submit two separate requests to CSIO in order to set up your two CSIO mailboxes.
• Your requests can be submitted through: https://www.csio.com/node/add/csionet-account
• Request 1: Please add “Yourbrokeragename-BMS” in the Company Name field for the first request.
• Request 2: Please add “Yourbrokeragename-Trufla” in the Company Name field for the second request.

...

  • Give your BMS provider a call or shoot them an email to find out how long this process will take and how you canswitch your CSIO mailbox for your BMS to the new BMS mailbox "Yourbrokeragename-BMS”.

  • This will also be the case if your brokerage is using a third-party service such as PSI.


  • If you are with PowerBroker you can make the switch yourself. In BMS software (or MasterCom), once the 2 new mailboxes are in place and the CSIO forwarding rule has been applied, change the CSIO net mailbox ID and password from the primary mailbox to the new BMS mailbox. If you have questions please contact PowerBroker team.

Image RemovedImage Added

  • Once you have confirmed a timeframe with your BMS provider (Step 3), let CSIO know when to turn on mailbox forwarding according to that date that works for you and your BMS provider.

  • Request the forwarding rule start, please email CSIO at support@csio.freshdesk.com, please use this template

...