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Don’t request initial loads unless you receive an email from Trufla giving you the go-ahead. |
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This applies only to the insurers who provide you with downloads based on your agreement with the insurer. |
How can we capture the history
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before this date?
The answer is We can capture the history through initial loads.
These are all the policies and updates to the policies which took place before we started collecting data.
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You can request them once you finish the CSIO setup and request the forwarding enabled. You can use the email template to request this, EMAIL 1: Request Enabling of forwarding Rule Setup Email templates - truMobile
You can request initial loads to be sent by reaching out to your carrier’s business development manager, EMAIL 2: Request Initial loads from insurers Setup Email templates - truMobile
Once you send the same email to each of your carriers, you can wait for them to respond with an email with an attachment. ( not in the CSIO mailbox)
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