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New Broker Partner Setup Steps and Checklist

New Broker Partner Setup Steps and Checklist

Owned by Mariam Gemayel
Last updated: Aug 06, 2024 by Mariam Gemayel
3 min read

 

 

Introduction:

  • We know this might be overwhelming for you. That’s why we will go through all the steps with you during our Setup Call.

  • Some of the items below might be ready on your side. Please have them ready for our Setup Call.

 

Steps and Items needed for your truMobile App:

  1. You need to create 2 new mailboxes. One for your BMS and one for Trufla.

  2. You will need to share your CSIO mailbox username and password with us and update your BMS settings to pull from the new mailbox after starting the new forwarding rule. https://trufla.atlassian.net/wiki/spaces/TKB/pages/7864342 Don’t worry. We will help you submit the requests and walk you through all the steps during our step call.

  3. The number of mailboxes you currently have and their names. https://trufla.atlassian.net/wiki/spaces/TKB/pages/60162049

  4. Please choose a name for your app to be displayed in the mobile app store. (Examples are: my ”brokeragename,” “brokeragename” mobile, “brokeragename” online. This often matches up with Item #5 on this list.)

  5. 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.)

  6. An Apple Developer account 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 https://trufla.atlassian.net/wiki/spaces/TKB/pages/60194914

  7. Contact person at your office: name, email and phone number of your brokerage’s project manager for our solutions.

  8. The 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: email to show on the Apple Store if a client 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.)

  9. A list of all insurance companies used for personal lines 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.)

10. Your logo: 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 colours: HEX colour codes 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 us know if we can use 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 insureds' list, please create an account for us on your Wawanesa portal. 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 with this feature, so your clients will have only one app downloaded on their phones. We will discuss this more during our session.

16. Which broker management system are you using?

17. Do you have multiple brokerages and multiple branches that require different branding?

18. Please provide us with an extract from your BMS with all the personal lines active policies in an Excel or CSV sheet. The fields we need to see on the sheet are Policy number, Insured Name, Effective Date, 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.