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What do I need to communicate to with Trufla?
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Make the necessary switch with CSIO and the insurance companies. Remember to give them the primary mailbox.
After the switch, you have to one mailbox, ; you can request initial loads Requesting Initial loads - truMobile for the new broker’s book of business so that the clients can use your current app.
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Timeline on The timeline for requesting initial loads is up to 4 weeks. Totally dependent on carriers' responses. |
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You will need to set up two new mailboxes for the newly acquired brokerage. CSIO MAILBOXES SETUP - truMobile
Talk to your Trufla Account Manager. Provide Please provide them with the newly added Trufla CSIO Mailboxes with the password.
You can then request initial loads Requesting Initial loads - truMobile for the new brokerage.
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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 passwordPassword- truMobile
Talk to your Trufla Account Manager to arrange the new apps and web link for your new brokerage.
You can then request initial loads Requesting Initial loads - truMobile for the new brokerage.
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2. Different Mailboxes for each broker, 2 Different Apps :
This will be as a totally new implementation.
You will need to set up 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 account for both companies, then you will need to provide a legal document which that 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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New colours need to be reflected on your apps, iOS & Android.
New A new app and web logo need to be updated on your web portal.
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Timeline on making the updates can take up to 2 to 3 weeks, so the sooner you provide us with the better data the better.
3. Legal Name Change:
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When you change your legal name, this is probably accompanied by Branding changes, so please refer to point 2 as well on this page.
Contact your Trufla Account Manager as soon as possible to get this started.
For Legal name changes:
A new URL might need to be purchased for your domain name. This is to have your portal URL branded with your name.
Choose new app names which that go with your new organization name.
Update your Apple account organization name /wiki/spaces/TKB/pages/78544913
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If you added a new mailbox, no policies coming to this mailbox will would be available in truMobile.
Please contact your Trufla Account Manager to discuss.
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