Page Comparison

Insureds Clients  

The “Insureds” “clients” tab allows you to see all CSIO downloads for your brokerage, whether the clients are a user have an active policy or not.  

Remember that not all Insurers offer CSIO downloads and not all policy types are downloaded therefore they will not display in the app/web portal. 

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• Search for a client

• Add user

• Change email address

• Attach or Unattach policies

• Add/View Edoc

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• You can search for the client by typing the client’s full name into the ‘Insureds’ column.  

• You can search for the client by searching for their policy number. 

• If the client is already a truMobile ‘User’, you can search for them by using their email address.

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Once you have located the client that you would like to register in the truMobile app, you can sign them up to begin using the truMobile app or web portal.

Below are 5 steps to ensure a seamless registration.  

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Tip: If the client has not received their welcome email, have them check their junk and spam folder. 

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Client emails will be automatically updated. No password reset is necessary.

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There may be certain circumstances where multiple policies may not automatically attach when downloaded. For example, if a client has separate policies with different insurance carriers, the client’s data can sometimes vary in their downloads. A policy may download separately if the policy data details below do not match exactly.  

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The client will now have access to view their missing policy on their app/web portal.  

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If a client’s eDoc is missing from their account, a broker can easily attach the document under the ‘Insureds’ tab for the client, using the below steps. 

1. Locate the missing Edoc from missing eDoc from either your BMS system or the insurance carrier portal. 

2. Save the Edoc as the eDoc as a PDF file. 

3. Go back to the truMobile web portal. 

4. Under the ‘Actions’ column, click the ‘Add/View Edocs’ icon.  

5. Locate the policy you would like to add the Edoc to.  

6. Click the ‘Add Edoc’ buttonLocate insured’s profile

7. Click on Docs    

8. Click the ‘Add eDocs icon.  

9. Click ‘Browse.’

10. Upload the Edocthe PDF file. 

11. Enter the ‘Issue Date,' ‘Business Purpose,’ and ‘Document Type.’ 

12. Click the ‘Add’ button.  

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