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We know this might be overwhelming for you. That’s why we will go through all the steps with you during our Setup Call. Please book your session here.
Some of the items below might be ready on your side. Please have them ready for our Setup Call.
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Steps and Items needed for your truMobile App:
You need to create 2 new mailboxes. One for your BMS
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and one for Trufla.
You will need to share
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your CSIO mailbox username and password with us and update your BMS settings to pull from the new mailbox after
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starting the new forwarding rule. CSIO MAILBOXES SETUP - truMobile Don’t worry
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. We will help you submit the requests and walk you through all the steps during our step call.
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The number of mailboxes you currently have and their names. CSIO Mailboxes Check & Reset
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Please choose a name for your app to be displayed in the mobile app store. (Examples are:
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my ”brokeragename,” “brokeragename” mobile, “brokeragename” online. This often matches up with Item #5 on this list.)
The link for your app on the web: 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
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is required 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
Contact person at your office:
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name, email and phone number of your brokerage’s project manager for our solutions.
The
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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:
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email to show on the Apple Store
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if a client
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wants 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
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provides 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. Your logo: We 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 colours: HEX Color colour codes and/ or your company branding guidelines. If you don’t have them, let your Trufla Account Manager know.
12. Information to be listed on the broker contact page, locations, phone numbers, social media links ………. ( let Let us know if we can use info the information available on your website.).
13. Please confirm whether you require French or not to enable it for you once ready.
14. If you have Wawanesa on your insures insureds' list, please create an account for us on your Wawanesa portal. Provide Please provide us with the user name and password so that your clients can benefit from our integration with Wawanesa’s billing API. Wawanesa Billing API Integration Request - truMobile
15. Do we have your approval to add the Intact Client Centre access through the app to all of your Intact Clients? truMobile is the only app that has with this feature, so your clients will have only one your app downloaded on their phones. Let’s We will discuss this more during our session.
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17. Do you have multiple brokerages and multiple branches which that require different branding?
18. Please provide us with an extract from your BMS with all the personal lines active policies in an excel Excel or csv CSV sheet. The fields which we need to see on the sheet arePolicy number, Insured Name, Effective dateDate, Expiry date, Insurance company, and line of business (AUTO/HABL).
We will use this sheet to verify that we have received all policies from the insurers before you launch this to your clients.
Please don’t send by email; we will provide you with a secure way for submitting this data.