EMAIL 1: Request Enabling of Forwarding Rule

To: support@csio.freshdesk.com

cc: csio@trufla.com

Subject : CSIO Forwarding rule request for my mailbox

Body:

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.

We are currently working with Trufla Technology to set up our new app.

‘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.

EMAIL 2: Request Initial Loads from Insurers

To: < Your BDM with each Insurance company>

Subject : Initial Loads Request for My brokerage

Body:

“Hello,

We are working with Trufla Technology to get the mobile app set up for our brokerage. They need initial loads for our book of business through you.

Kindly send us the initial downloads as an attachment by e-mail, NOT through CSIO.

Please send initial loads for the following Contract Numbers (broker codes):………………………….

Kindly release after the Initial Load has been completed.

Please let me know if you have any questions.