When you initial start your new mailboxes setup truMobile - CSIO MAILBOXES SETUP , we start receiving your data from the day you turned on the forwarding rule.
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Insurers are able to send us the initial loads from which we can show the policies. However their systems are not able to pull electronic documents for your clients. Policy EDI files, from which we extract all policy information are separate from PDF electronic documents. |
Step 1: Request Initial loads
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 truMobile- Setup Email templates
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 truMobile- Setup Email templates
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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Initial loads are requested through email rather than through the mailbox to avoid any duplication on your BMS mailbox.
Insurers are unable to send Edocs through email as an attachment. We continue to collect them as they are received through policy changes and renewal downloads.