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You need to create 2 new mailboxes. One for your BMS & one for Trufla .
You will need to share with us your CSIO mailbox username and password and update your BMS settings to pull from the new mailbox after your start the new forwarding rule. CSIO MAILBOXES SETUP - truMobile Don’t worry, we will help you submit the requests and walk you through all the steps during our step call
Number of mailboxes you currently have and their names. CSIO Mailboxes Check & Reset password- truMobile
Please choose a name for your app in the mobile app store. (Examples are: my”brokeragename”, “brokeragename”mobile, “brokeragename”online. This often matches up with Item #5 on this list.)
Please choose a domain name for your web portal. (Consider a domain name that follows suit with the brand you intend to use for your mobile app and web portal.)
An Apple Developer account in order to load iOS apps to the Apple App Store. Once an account has been created and membership paid, please add apps@trufla.com as an admin to the account. We will help you create this during our step call Setting up your Apple Account for your iOS app - truMobile
The name, email and phone number of your brokerage’s project manager for our solutions.
The Email addresses to be used in the App: Change Requests Email: to receive all the change requests sent by your customers through the app Claims Emails : to receive all the claims sent by your customers through the app . App Support Email: Email to show on Apple Store in case a client want’s to reach out to you. (We recommend using a general mailbox that multiple people have access to in the event of vacations, sick days, etc. Separate emails are available for change requests and claims.)
A list of all insurance companies used for personal lines that provide you with CSIO downloads with their broker codes. Please use this template .(Please clearly define for different locations if your office has multiple locations.)
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10. A Your logo : We need a high-resolution vector file of your logo (AI or EPS format) and an app icon. If you don’t have them , let your Trufla Account Manager know.
11. Your branding colors : HEX Color codes and/or your company branding guidelines. If you don’t have them , let your Trufla Account Manager know.
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18. Please provide us with an extract from your BMS with all the personal lines active policies in an excel or csv sheet. The fields which we need to see on the sheet arePolicy number,Insured Name, Effective date, Expiry date, Insurance company , line of business ( AUTO/HABL)
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