When you initial start your new mailboxes setup truMobile - CSIO MAILBOXES SETUP - truMobile , we start receiving your data from the day you turned on the forwarding rule.
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This applies only for the insurers who provide you with downloads based on your agreement with the insurer. |
How can we the history that we have before this date?
The answer is through initial loads.
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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)
Step 2: Collecting Initial loads
We will continue to collect initial loads by email
Some are sent through secure email connections which need to be collected right away before they expire.
Each insurer will send the data to you in the form of attachments in emails.
Some insurers send it through secure email which has an expiry date ( RSA 7 days , Intact 30 days , Wawanesa 7 days)
Note : Unica insurance doesn’t provide initial loads as attachments in emails. Instead they send it to the mailbox and send a confirmation email.
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