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10. Your logo: We we need a high-resolution vector file of your logo (AI or EPS format) and an app icon. If you don’t have them, let your Trufla Account Manager know.
11. Your branding colors: HEX Color color codes and/ or your company branding guidelines. If you don’t have them, let your Trufla Account Manager know.
12. Information to be listed on the broker contact page, locations, phone numbers, social media links ………. ( let Let us know if we can use info information available on your website.).
13. Please confirm whether you require French or not to , so we can enable it for you once ready.
14. If you have Wawanesa on your insures insureds' list , please create an account for us on your Wawanesa portal. Provide us with the user name and password, so that your clients can benefit from our integration with Wawanesa’s billing API. Wawanesa Billing API Integration Request - truMobile
15. Do we have your approval to add the Intact Client Centre access through the app to all of your Intact Clients? truMobile is the only app that has this feature, so your clients will have only one your app downloaded on their phones. Let’s We will discuss this more during our session.
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18. Please provide us with an extract from your BMS with all the personal lines active policies in an excel Excel or csv sheet. The fields which we need to see on the sheet arePolicy number, Insured Name, Effective date, Expiry date, Insurance company, and line of business (AUTO/HABL).
We will use this sheet to verify that we have received all policies from the insurers before you launch this to your clients.
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