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Have you recently made any changes to your Brokerage branding or legal entity?

Did you know that directly affects your App?

How do changes within Brokerage Branding and legal name affect the app?

What do I need to communicate to Trufla?

1. Have you recently acquired a new brokerage?

A. All under one branding :

1. Same Mailbox for both brokerages, same branding:

  • Make the necessary switch with CSIO and the insurance companies. Remember to give them the primary mailbox CSIO Mailboxes Check - truMobile

  • After the switch you have to one mailbox, you can request initial loads Requesting Initial loads - truMobile for the new broker’s book of business so that the clients can use your current app.

Timeline on requesting initial loads is up to 4 weeks . Totally dependent on carriers responses.

2. Different Mailboxes for each broker, same branding :

Extra Charges might apply. Timeline on adding this can take up to 4 weeks.

B. Keep the acquired brokerage branding:

If you are not changing the branding, we have 2 situations here

  1. Same Mailbox

  2. Different Mailboxes

1. Same Mailbox for both brokerages:

Extra charges will be applied for the new branded apps and web.

2. Different Mailboxes for each broker, 2 Different Apps :

  • This will be as a totally new implementation

  • You will need to set up 2 new mailboxes for the newly acquired brokerage CSIO MAILBOXES SETUP - truMobile

  • Talk to your Trufla Account Manager to arrange the new apps and web link for your new brokerage, along with the new mailbox and password.

  • Then you can request initial loads Requesting Initial loads - truMobile for the new brokerage

  • If you prefer to have one apple account for both companies then you will need to provide a legal document with proves the acquisition.

Extra charges will be applied for the new branded apps and web. Discuss with your Trufla Account Manager.

2. Branding Name Changes:

Please contact your Trufla Account Manager and provide them with

  • New eps Logo

  • New Colours for your Brand

  • Branding Guide (if available)

How does that affect your app?

  • New colours need to be reflected on your apps iOS & android

  • New app and web logo need to be update on your web portal.

Timeline on making the updates can take up to 2-3 weeks so the sooner you provide us with the data the better.

3. Legal Name Change:

When you change your legal name this is probably accompanied by Branding changes so please refer to point 2 as well on this page

Contact your Trufla Account Manager as soon as possible to get this started

For Legal name changes:

  • Branding changes Steps

  • A new URL might need to be purchased for your domain name . This is to have your portal URL branded with your name.

  • Choose new app names which go with your new organization name

  • Update your Apple account organization name /wiki/spaces/TKB/pages/78544913

Timeline on processing the changes can take up to 4 weeks.

4. Add A new Mailbox

  • If you added a new mailbox, no policies coming to this mailbox will be available in trumobile.

  • Please contact your Trufla Account Manager to discuss.

5. Adding a new insurance carrier

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