Clients

Clients  

The “clients” tab allows you to see all CSIO downloads for your brokerage, whether the clients 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. 

Index:  

• Search for a client

• Add user

• Change email address

• Attach or Unattach policies

• Add/View Edoc

Search For a Client: 

If you are trying to locate a client in the truMobile portal, there are several ways to do so under the ‘Insureds' tab.  

• 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.

Add Client’s email

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.  

1. Search for the client by their name or policy number.  

2. Ensure the client is the correct insured to register by asking additional questions (e.g. additional policy info., address, postal code.) 

3. Click the ‘Add email’ button. Note: if there is an email address in the email column, this means the user already exists.   

4. Enter the client’s valid email.  

5. Click the ‘Add’ button. 

The client will receive a Welcome email with a link to set their own password.

Tip: If the client has not received their welcome email, have them check their junk and spam folder. 

Change Email Address and Reset Password: 

If your clients already have an email address associated with their name/policy number, you can edit the client's email under the “Insureds” tab using the below 4 steps:  

1. Locate the client by name, policy number, or email.  

2. Under the ‘email’ column, click the small pencil icon to ‘edit email.’

3. Enter the client's email they would like associated with their account.  

4. Click ‘Submit.’

5. Click on the key icon to change password. Client will receive an email to reset password.

Client emails will be automatically updated. No password reset is necessary.

Attach/Unattach Policies 

There may be certain circumstances where multiple policies may not automatically attach when downloaded. For example, if a client has separate policies with different insurance carriers, the client’s data can sometimes vary in their downloads. A policy may download separately if the policy data details below do not match exactly.  

• Client's full name (ex. Christopher Smith and Chris Smith).

• Address (If the address on both policies is not the same). 

• Postal Code (All digits and letter must match).

For this reason, we rely on you as a broker to manually attach the policies. Below are the steps: 

1. Locate the client by name, policy number or email address (you can only search by email if the client is a registered user.) 

Note: If the client is already a user, attach the missing policy to the policy that already has an email associated with it. 

2. Under the ‘Actions’ column, click the ‘Attach/Unattach Policies’ icon. 

3. Locate the missing policy you would like to attach by searching for the policy number.   

4. Once you have located the missing policy, click the ‘Add’ button under actions.  

The client will now have access to view their missing policy on their app/web portal.  

Add/View eDocs 

If a client’s eDoc is missing from their account, a broker can easily attach the document under the ‘Insureds’ tab for the client, using the below steps. 

1. Locate the missing eDoc from either your BMS system or the insurance carrier portal. 

2. Save the eDoc as a PDF file. 

3. Go back to the truMobile web portal. 

4. Locate insured’s profile

5. Click on Docs    

6. Click the ‘Add eDocs icon.  

7. Click ‘Browse.’

8. Upload the PDF file. 

9. Enter the ‘Issue Date,' ‘Business Purpose,’ and ‘Document Type.’ 

10. Click the ‘Add’ button.