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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 You can then request initial loads Requesting Initial loads - truMobile for the new brokerage.
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Extra charges will be applied for the new branded apps and web. |
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This will be as a totally new implementation.
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 to arrange the new apps and web link for your new brokerage, along with the new mailbox and password.
Then you can request initial loads Requesting Initial loads - truMobile for the new brokerage.
If you prefer to have one apple Apple account for both companies, then you will need to provide a legal document with which proves the acquisition.
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Extra charges will be applied for the new branded apps and web. Discuss this with your Trufla Account Manager. |
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Please contact your Trufla Account Manager and provide them with the below:
New eps Logo
New Colours colours for your Brand
Branding Guide (if available)
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New colours need to be reflected on your apps iOS & android Android
New app and web logo need to be update updated on your web portal.
Timeline on making the updates can take up to 2 -to 3 weeks, so the sooner you provide us with the data the better.
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