Featured Articles Blog

Trufla and Clementine Break the BMS Barrier with Seamless Email-to-Activity Automation 0

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...

0

12 Reasons Everyone Should Buy Life Insurance from an Agent

/ ThinkAdvisor provides financial advisors, registered investment advisors and wealth managers with comprehensive coverage of the products, services and information they need to guide their clients in making critical wealth, health and life decisions.

0

People Moves: CNA Appoints Haas, Nardiello and Kim to Leadership Roles

Article 0 Comments CNA Financial Corp., headquartered in Chicago, made several leadership appointments across key business segments. David Haas has been appointed president global specialty, where he will oversee financial lines, healthcare, affinity and warranty. A seasoned executive at CNA, Haas most recently served as senior vice president, national accounts, casualty. Michael Nardiello has been appointed as president global property and casualty. In this expanded role, he will continue to lead property and marine, globally, in addition to now leading casualty globally. Nardiello’s previous role at CNA was senior vice president, global property unit business head. Song Kim has been appointed president global commercial industry segments, expanding his responsibilities to include construction alongside middle market and small business. With the addition of construction, Kim now leads all global commercial industries. Topics Leadership Was this article valuable? Thank you! Please tell us what we can do to improve this article. Submit No Thanks Thank you! % of people found this article valuable. Please tell us what you liked about it. Submit No Thanks Here are more articles you may enjoy. Interested in Leadership? Get automatic alerts for this topic.

Companies Struggle to Meet Rising Demand for Personalized Benefits: Aon Survey 0

Companies Struggle to Meet Rising Demand for Personalized Benefits: Aon Survey

Global survey of benefits professionals found only 14 percent of multinationals have global guidelines in place to support personalization Dublin (Aug. 1, 2025) – Aon plc, a leading global professional services firm, is pleased to announce the release of its 2025 Global Benefits Trends Study, which finds that multinational companies are under mounting pressure to offer personalized, inclusive benefits – yet most lack the governance, tools or frameworks to deliver at scale. The study, based on responses from more than 500 global benefits professionals across 45 countries and 16 industries, reveals that only 14 percent of multinationals have global guidelines in place to support personalization, while 65 percent of employees at multinationals would trade current benefits for more choice. According to the study, cost management is the top priority for 70 percent of multinationals, with medical inflation cited as the key cost driver. But delivering employee value has surged to the forefront of the strategic agenda, now ranking among the top three objectives for benefits leaders. This disconnect underscores a new challenge for global benefits leaders: meeting rising employee expectations for flexibility while managing escalating costs. Seventy seven percent of survey respondents plan to negotiate their costs with existing benefits vendors...

0

North Carolina Man Charged With More Than $1M in Travel Insurance Fraud

Article 0 Comments Investigators with the North Carolina Department of Insurance last week charged a man with swindling almost $1 million and attempting to gain another $887,500 from travel insurance companies from 2020 to 2024. Michael Gerard Renna, 50, of Clayton, near Raleigh, was charged with 26 counts of insurance fraud, 18 counts of obtaining property by false pretenses and 10 counts of attempting to obtain property by false pretenses, Insurance Commissioner Mike Causey announced. Renna allegedly forged medical documents and altered identification, credit card statements and flight information, then submitted the documents along with claims for travel losses. He was arrested Friday and was being held on $1 million bond in the Johnston County jail ahead of a Monday court appearance, according to the county sheriff’s office. The North Carolina Department of Insurance did not name the travel insurance companies that were defrauded or explain how the scheme was uncovered. Topics Fraud North Carolina Was this article valuable? Thank you! Please tell us what we can do to improve this article. Submit No Thanks Thank you! % of people found this article valuable. Please tell us what you liked about it. Submit No Thanks Here are more articles you...

Guidewire Niseko Release Delivers Financial and Risk Insights 0

Guidewire Niseko Release Delivers Financial and Risk Insights

Niseko delivers new offerings and functionality designed to help insurers, Bringing Unprecedented Clarity Into Business Performance San Mateo, CA (Aug. 4, 2025) – Guidewire is pleased to announce Niseko, its latest release, designed to give insurers unprecedented insight into financial performance and risk exposure. Niseko empowers developers with tools that streamline updates to custom software extensions, automate and reuse core business functions to speed development, and enhance operational efficiency through intelligent automation. “With Niseko, developers now have access to pre-built insurance data models that enhance access to complex core data and come with built-in financial and operational intelligence for improved decision-making,” said Diego Devalle, Chief Product Development Officer, Guidewire. “Niseko also introduces a dedicated extension layer that simplifies software customization, and Guidewire Functions that automate business tasks and logic to enhance the development process.” Niseko delivers new offerings and functionality designed to help insurers: Gain faster financial and business insights with Policy Insurance Data Model and Claims Insurance Data Model. These are auto-generated, dimensional models that simplify access to underlying InsuranceSuite policy and claims data. Modernize the development process and accelerate business logic implementation with Guidewire Functions. Enabled using a Functions-as-a-Service approach, developers can quickly build modular, reusable business tasks...

0

Google Agrees $36 Million Fine for Anti-Competitive Deals With Australia Telcos

Article 0 Comments Google agreed on Monday to pay a A$55 million ($35.8 million) fine in Australia after the consumer watchdog found it had hurt competition by paying the country’s two largest telcos to pre-install its search application on Android phones, excluding rival search engines. The fine extends a bumpy period for the Alphabet-owned internet giant in Australia, where last week a court mostly ruled against it in a lawsuit brought by Fortnite maker Epic Games accusing Google and Apple of preventing rival application stores in their operating systems. Google’s YouTube was also last month added to an Australian ban on social media platforms admitting users aged under 16, reversing an earlier decision to exempt the video-sharing site. On anti-competitive tie-ups with Australian telcos, the country’s consumer watchdog on Monday said Google struck deals with Telstra and Optus, under which the tech giant shared with them advertising revenue generated from Google Search on Android devices between late 2019 and early 2021. Google admitted the arrangement had a substantial impact on competition from rival search engines, and has stopped signing similar deals while also agreeing to the fine, the Australian Competition and Consumer Commission (ACCC) added. “Today’s outcome … created the...

0

Mercury Seeks 6.9% Rate Increase in Filing Based on New Cat Modeling Regulation

Article 0 Comments Mercury Insurance said it has submitted a filing based on California’s new regulation enabling catastrophe modeling to be included as a factor in ratemaking. The filing is reportedly the first to use the Verisk Wildfire catastrophe model, which is designed to help estimate the impact of future catastrophic wildfire events. The Verisk Wildfire Model for the United States was reviewed through the newly established Pre-Application Required Information Determination Procedure. The California Department of Insurance and Verisk announced the review of that model was completed in late July. The CDI also recently completed a review of the KCC US Wildfire Reference Model Version 3.0, making it the state’s second wildfire catastrophe model. Once approved, the Mercury filing will allow the carrier to grow its footprint in higher wildfire risk areas, according to the company. The rate filing calls for an overall average rate increase of 6.9%, which the company said reflects increased inflationary cost pressures and exposure related to catastrophic events such as wildfires. According to Mercury, the rate increase won’t be allocated evenly across all policyholders, with residents in higher risk areas possibly getting larger increases and customers in lower risk areas could seeing decreases. Mercury also...

0

12 States With the Highest Rates of Billion-Dollar RIAs

/ ThinkAdvisor provides financial advisors, registered investment advisors and wealth managers with comprehensive coverage of the products, services and information they need to guide their clients in making critical wealth, health and life decisions.