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1. Have you recently acquired a new brokerage?
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A. All under one branding :
1. Same Mailbox for both brokerages, same branding:
Make the necessary switch with CSIO and the insurance companies. Remember to give them the primary mailbox CSIO Mailboxes Check - truMobile
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 requesting initial loads is up to 4 weeks . Totally dependent on carriers responses. |
2. Different Mailboxes for each broker, same branding :
You will need to set up 2 new mailboxes for the newly acquired brokerage CSIO MAILBOXES SETUP - truMobile
Talk to your Trufla Account Manager and provide them with the newly added Trufla CSIO Mailboxes with the password
Then you can request initial loads Requesting Initial loads - truMobile for the new brokerage.
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Extra Charges might apply. Timeline on adding this can take up to 4 weeks. |
B. Keep the acquired brokerage branding:
If you are not changing the branding, we have 2 situations here
Same Mailbox
Different Mailboxes
1. Same Mailbox for both brokerages:
Make the necessary switch with CSIO and the insurance companies. Remember to give them the primary mailbox CSIO Mailboxes Check - truMobile
Talk to your Trufla Account Manager to arrange the new apps and web link for your new brokerage
Then you can request initial loads Requesting Initial loads - truMobile for the new brokerage
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Extra charges will be applied for the new branded apps and web. |
2. Different Mailboxes for each broker, 2 Different Apps :
This will be as a totally new implementation
You will need to set up 2 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 with proves the acquisition.
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Extra charges will be applied for the new branded apps and web. Discuss with your Trufla Account Manager. |
2. Branding Name Changes:
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Please contact your Trufla Account Manager and provide them with
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Timeline on making the updates can take up to 2-3 weeks so the sooner you provide us with the 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
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Timeline on processing the changes can take up to 4 weeks. |
4. Add A new Mailbox
If you added a new mailbox, no policies coming to this mailbox will be available in trumobile.
Please contact your Trufla Account Manager to discuss.