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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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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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| Info |
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Timeline on processing the changes can take up to 4 weeks. |
4. Add
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a new CSIO 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.
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5. Adding a new insurance carrier
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If you are about to add a new insurance carrier to your mailbox , please read /wiki/spaces/TKB/pages/58360151