Trufla and Clementine Break the BMS Barrier with Seamless Email-to-Activity Automation

Calgary, AB (Aug. 7, 2025) – Trufla Technology is pleased to announce it has partnered with Clementine, a Canadian RPA leader, to solve a long-standing challenge in the insurance industry: the inability to record digital client communications inside the Broker Management System (BMS). This collaboration brings brokers a powerful solution—email-to-activity automation that captures every client message and logs it into the BMS client file through seamless Robotic Process Automation.

Now, with Clementine’s flexible RPA layer, every email sent through Trufla’s platforms can be tracked—with a workaround that logs critical outbound messages directly into the BMS as activities. No native integration is required, and no visibility is lost. This closes the gap between digital execution and BMS compliance, ensuring that brokers have a full picture of client engagement history at their fingertips.

“We’ve built the most powerful broker communication tools in the industry,” said Sherif Gemayel, Founder and CEO of Trufla. “We believe in scalable growth for brokers, which is why our pricing model is a flat fee, we don’t charge by transaction, or email address count.”

“We’re seeing amazing results with truMobile and our AI Retention X-Ray, showing an 80% reduction in Renewal processing time and a 35% reduction in calls coming into the brokerage.” Says Diane Jones, VP Client Success, Trufla.

“This partnership with Clementine means our clients don’t have to sacrifice visibility just because their BMS wasn’t built for the digital age. Now, every campaign is traceable, every message is logged, and every workflow is measurable.” Says Gemayel.

“It’s exciting to join forces with Trufla – another broker-focused, Canadian innovator. Together, we’re helping brokers work smarter by bridging the gaps between technology, people, and process,” says Curtis Samoy, Founder of Clementine Tech Inc.

Both Trufla and Clementine believe this will be a huge step forward for the broker channel who are navigating a challenging integration barrier with their BMS partners.

Key Benefits:

• Full visibility into outbound communications—now logged in the BMS automatically via RPA.
• Supports retention, cross-sell, service, and escalation workflows.
• Works without native BMS integration; launching with Epic but supports all BMS
• Enables a unified client history across email, mobile, and broker-driven service touchpoints.

For more information visit www.trufla.com/products/trumobile/clementine-rpa/

About Trufla

Originating in the insurance sector, Trufla has expertly integrated real-world insurance knowledge with advanced AI technologies to design tools that revolutionize the distribution process. With a global client base exceeding 200, Trufla is committed to leveraging AI to empower distributors to thrive and expand in an increasingly digital world.

Trufla’s innovative product suite includes an AI-driven customer self-service platform, comprehensive sales and customer management solutions, digital marketing strategies, and AI-fueled data insights. Boasting a diverse team of over 100 specialists in insurance, web development, AI, app development, and UI/UX, Trufla has rapidly emerged as a premier AI-centric insurtech provider in Canada, earning the title of 2022 and 2024 Best InsurTech Provider by Insurance Business Canada. For more information, visit www.trufla.com.

About Allianz Global Assistance Canada

Clementine Tech Inc. is a Toronto-based RPA implementation firm founded in 2021. We are a consultative, results-oriented automation team serving Canadian insurance brokerages first and foremost. Our bespoke bots connect disjointed software systems by mimicking human actions – such as mouse clicks and keystrokes – to eliminate manual effort and streamline operations. We thrive in any BMS environment, helping brokerages automate burdensome tasks and optimize their human capital. For more information, visit clementinetech.ca.

SOURCE: Trufla Technology Ltd.

Tags: Broker Management System (BMS), Communications, Customer Communications Management (CCM), InsurTech, InsurTech Spotlight, Robotic Process Automation (RPA), Trufla Technology