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Give your BMS provider a call or send them an email to find out the length of this process and info on how you can switch your CSIO mailbox for your BMS to the new BMS mailbox "Yourbrokeragename-BMS”.
This will also be the case if your brokerage is using a third-party service such as PSI.
If you are with PowerBroker you can make the switch yourself. In BMS software (or MasterCom), once the two new mailboxes are in place and the CSIO forwarding rule has been applied, change the CSIO net mailbox ID and password from the primary mailbox to the new BMS mailbox. If you have questions, please contact the PowerBroker team.
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Once you have confirmed a timeframe with your BMS provider (Step 3), let CSIO know when to turn on mailbox forwarding according to that the date that works for you and your BMS provider.
Request the forwarding rule start, please . Please email CSIO at support@csio.freshdesk.com, and please use this template Setup Email templates - truMobile .
Notify Trufla of the date the forwarding will begin.
Notify your BMS provider as soon as the forwarding has been turned on to switch your mailbox setting to pull from "Yourbrokeragename-BMS”BMS,” instead of your primary mailbox, in order to avoid any gaps in data.
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Now that you’ve switched your BMS mailbox settings to pull from the new BMS mailbox.
Confirm new downloads are being received by the BMS.
If you do not see new downloads, please contact your BMS provider as soon as possible.
Everything is now complete! We will check and let you know when you can request your initial loads.
Wait for our signal to send each BDM for each insurer the below request. Check Requesting Initial loads - truMobile
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