You need to create 2 new mailboxes one for your BMS and one for Trufla.
You will have 3 mailboxes in total:
Primary Mailbox: Your current mailbox, where all insurers should continue to send info to (No Change) Please continue to provide your insurers with this primary mailbox information.
BMS Mailbox (New): You will switch your BMS to pull information from this mailbox. All copy of all data received in the primary mailbox will be forwarded to this mailbox daily ( forwarding rule)
Trufla mailbox (New): Trufla will be pulling information from this mailbox to your app. All copy of all data received in the primary mailbox will be forwarded to this mailbox daily ( forwarding rule)
Here is a step by step process on how we will make this switch.
• Please login to your CSIO account on www.csio.com
• Please submit two separate requests to CSIO in order to set up your two CSIO mailboxes.
• Your requests can be submitted through: https://www.csio.com/node/add/csionet-account
• Request 1: Please add “Yourbrokeragename-BMS” in the Company Name field for the first request.
• Request 2: Please add “Yourbrokeragename-Trufla” in the Company Name field for the second request.
Once you have submitted your request, CSIO will get back to you to let you know your request has been processed within 24 hours.
You shall receive two separate emails that correspond to the two mailboxes.
Both emails will have links for you to follow in order to set up passwords for your mailboxes.
Please keep your passwords safe and accessible.
Trufla Mailbox: Please send Trufla , “Yourbrokeragename-Trufla” Mailbox information and password once you’ve set it up.
Give your BMS provider a call or shoot them an email to find out how long this process will take and how you canswitch your CSIO mailbox for your BMS to the new BMS mailbox "Yourbrokeragename-BMS”.
This will also be the case if your brokerage is using a third-party service such as PSI.
If you are with PowerBroker you can make the switch yourself. In BMS software (or MasterCom), once the 2 new mailboxes are in place and the CSIO forwarding rule has been applied, change the CSIO net mailbox ID and password from the primary mailbox to the new BMS mailbox. If you have questions please contact PowerBroker team.
Once you have confirmed a timeframe with your BMS provider (Step 3), let CSIO know when to turn on mailbox forwarding according to that date that works for you and your BMS provider.
Request the forwarding rule start, please email CSIO at support@csio.freshdesk.com, please use this template
"Please start the forwarding rule to forward all CSIO messages from the current primary mailbox to the two new mailboxes we had you set up.
‘I hereby give my consent, authorizing the service provider mentioned above access to my brokerage’s client data through the creation of an additional CSIOnet account mailbox, with the mail forwarding rule applied.’
Let us know when the forwarding will take effect so we may update our BMS provider.
We understand there is an additional charge for each mailbox. "
Notify Trufla of the date the forwarding will begin.
Notify your BMS provider as soon as the forwarding has been turned on to switch your mailbox setting to pull from "Yourbrokeragename-BMS” instead of your primary mailbox in order to avoid any gaps in data.
Now that you’ve switched your BMS mailbox settings to pull from the new BMS mailbox. Confirm new downloads are being received by the BMS.
If you do not see new downloads, please contact your BMS provider as soon as possible.
Everything is now complete!
If you have any questions, please feel free to reach out to your Account Manager.
