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

Did you know the changes directly affect your app?

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

What do I need to communicate with Trufla?

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• Acquiring a new Brokerage

• Branding Changes

• Legal organization name

• Creating a new mailbox

• Adding a new insurance carrier

1. Have you recently acquired a new brokerage?

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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.

• After the switch, you have to one mailbox; you can request initial loads https://trufla.atlassian.net/wiki/spaces/TKB/pages/58425804 for the new broker’s book of business so that the clients can use your current app.

2. Different mailboxes for each broker, same branding :

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

• Talk to your Trufla Account Manager. Please provide them with the newly added Trufla CSIO Mailboxes with the password.

• You can then request initial loads https://trufla.atlassian.net/wiki/spaces/TKB/pages/58425804 for the new brokerage.

B. Keep the acquired brokerage branding:

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

1. Same Mailbox

2. Different Mailboxes

1. Same mailbox for both brokerages:

• Make the necessary switch with CSIO and the insurance companies. Remember to give them the primary mailbox. https://trufla.atlassian.net/wiki/spaces/TKB/pages/60162049

• Talk to your Trufla Account Manager to arrange the new apps and web link for your new brokerage.

• You can then request initial loads https://trufla.atlassian.net/wiki/spaces/TKB/pages/58425804 for the new brokerage.

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

• This will be a totally new implementation.

• You will need to set up two 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 https://trufla.atlassian.net/wiki/spaces/TKB/pages/58425804 for the new brokerage.

• If you prefer to have one Apple account for both companies, you will need to provide a legal document that proves the acquisition.

2. Branding Name Changes:

Please contact your Trufla Account Manager and provide them with the below:

• 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.

• A new app and web logo need to be updated on your web portal.

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 that go with your new organization name.

• Update your Apple account organization name https://trufla.atlassian.net/wiki/spaces/TKB/pages/78544913

4. Add a new CSIO mailbox

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

• Please contact your Trufla Account Manager to discuss.

5. Adding a new insurance carrier

• If you are about to add a new insurance carrier to your mailbox , please read https://trufla.atlassian.net/wiki/spaces/TKB/pages/58360151