...
Make the necessary switch with CSIO and the insurance companies. Remember to give them the primary mailboxCSIO Mailboxes Check & Reset password- truMobile .
After the switch you have to one mailbox, you can request initial loads Requesting Initial loads - truMobile for the new broker’s book of business so that the clients can use your current app.
| Info |
|---|
Timeline on requesting initial loads is up to 4 weeks. Totally dependent on carriers' responses. |
2. Different
...
mailboxes for each broker, same branding :
You will need to set up 2 two new mailboxes for the newly acquired brokerage. CSIO MAILBOXES SETUP - truMobile
Talk to your Trufla Account Manager and provide . Provide them with the newly added Trufla CSIO Mailboxes with the password.
Then you You can then request initial loads Requesting Initial loads - truMobile for the new brokerage.
...
If you are not changing the branding, we have 2 two situations here:
Same Mailbox
Different Mailboxes
1. Same
...
mailbox for both brokerages:
Make the necessary switch with CSIO and the insurance companies. Remember to give them the primary mailbox CSIO Mailboxes Check & Reset password- truMobile
Talk to your Trufla Account Manager to arrange the new apps and web link for your new brokerage
Then you can request initial loads Requesting Initial loads - truMobile for the new brokerage
...