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You will need to create 2 two new mailboxes; one for your BMS and one for Trufla.
You will have 3 mailboxes in total:, your primary, BMS, and Trufla mailbox.
Primary Mailbox: Your is your current mailbox, where all insurers should continue to send info to information (No Change). Please continue to provide your insurers with this primary mailbox information.
BMS Mailbox (New): You you will switch your BMS to pull information from this mailbox. All copy copies of all data received in the primary mailbox will be forwarded to this mailbox daily (forwarding rule).
Trufla mailbox (New): Trufla will be pulling information from this mailbox to your app. All copy copies 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.
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• 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.
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Once you have submitted submit your request, CSIO will get back to you to let you know your request has been processed within 24 hours.
You shall receive two separate emails that correspond to the two mailboxes.
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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 the password once you’ve set it up.
Here is a video on How to Check your current CSIO Mailbox.
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