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You need to create 2 new mailboxes one for your BMS and one for Trufla.
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Both emails will have links for you to follow in order to set up passwords for your mailboxes.
Please keep your passwords safe and accessible.
Trufla Mailbox: Please send Trufla , “Yourbrokeragename-Trufla” Mailbox information and password once you’ve set it up.
Here is a video on How to Check your current CSIO Mailbox.
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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.
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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 truMobile- Setup Email templates
"Please start the forwarding rule to forward all CSIO messages from the current primary mailbox to the two new mailboxes we had you set up.
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Now that you’ve switched your BMS mailbox settings to pull from the new BMS mailbox.
Confirm new downloads are being received by the BMS.
If you do not see new downloads, please contact your BMS provider as soon as possible.
Everything is now complete! You can request your initial loads
Send each BDM for each insurer the below request truMobile- Setup Email templates
“Hello,
We are working with Trufla Technology to get the mobile app set up for our brokerage. They need initial loads for our book of business through you.
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