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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 date that works for you and your BMS provider.
Request the forwarding rule start, please email CSIO at support@csio.freshdesk.com, please use this template truMobile- Setup Email templates
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” 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! You can request your initial loads
Send each BDM for each insurer the below request. Check truMobile - Requesting Initial loads
truMobile- Setup Email templates
If you have any questions, please feel free to reach out to your Account Manager.
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