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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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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