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...