PRESS RELEASE: Trufla and Clementine Break the BMS Barrier with Seamless Email-to-Activity Automation
August 7, 2025
Trufla has partnered with Canadian RPA leader, Clementine, to solve a long-standing challenge in the insurance industry: the inability to record digital client communications (Trufla) 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 https://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, please visit https://www.trufla.com/.
About Clementine Tech Inc.
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. For interview opportunities contact:
Curtis Samoy, Founder
curtis@clementinetech.ca
PRESS RELEASE: How Brokerages Are Transforming Back-Office Finance Tasks With Bots
PRESS RELEASE
How Brokerages Are Transforming Back-Office Finance Tasks With Bots
Where it once took days, multiple processing steps and many brokerage staff to process a brokerage’s commission statements, it now requires one individual less than a day. Finance staff are able to receive, issue and reconcile all commission statements from their contracted insurers within hours. These efficiencies are being driven by RPA bots.
“RPA bots are a technological leap for brokerage record keeping and a positive change for the work processes required of brokerage finance staff.” says Curtis Samoy, Founder of Clementine Tech, an RPA firm building bots for insurance brokers in Canada. “Currently we have built commission reconciliation bots for nine insurance brokerages in Canada, and there are many other brokerages currently in development.”
Let’s consider an example. Commission reconciliation statements come from each of a brokerage’s insurance carriers, often on a monthly basis. They contain a line-by-line financial account of all policies and transactions completed during a specific timeframe. Upon receipt of these statements from each carrier, brokerages align the details contained within the statement with their own sales records, looking to ensure accuracy. In many cases, brokerages then take the statements and ensure that their commission based staff are appropriately compensated, based on the actual dollars received. There are many sales producers who are financially compensated based on commissions, so the speed and accuracy required in this process is essential.
“Our RPA Bots work with any BMS. We’ve done work across all major BMS providers operating in Ontario”, continues Samoy. “Each carrier sends their commission statements in different formats. Our bots can quickly overcome the format variations, consolidate the information into a format that works for the brokerage and then deliver a consolidated report to the finance team. This all happens in a matter of hours without any staff intervention. We tailor reports and other deliverables to the unique request of each brokerage.”
The RPA solution brings unique benefits to office processes, including improved time and resource management, better communication within and outside the team, and lower operating costs.
Says Samoy: “Back-office finance isn’t the first thing that comes to mind when business leaders think of bots and AI technology, but it’s an unexpected winner in operational efficiency. I think many brokerages would rather repurpose their finance team’s brainpower to applied, data-driven decision-making. The introduction of bots does just this.”
For media requests, please contact:
Curtis Samoy
Founder
Clementine Tech
647.444.6831
ABOUT CLEMENTINE TECH
Clementine Tech is an RPA firm specializing in working with Canadian insurance brokerages. They will work with any BMS Platform and build customized solutions. clementinetech.ca
Where it once took days, multiple processing steps and many brokerage staff to process a brokerage’s commission statements, it now requires one individual less than a day. Finance staff are able to receive, issue and reconcile all commission statements from their contracted insurers within hours. These efficiencies are being driven by RPA bots.
“RPA bots are a technological leap for brokerage record keeping and a positive change for the work processes required of brokerage finance staff.” says Curtis Samoy, Founder of Clementine Tech, an RPA firm building bots for insurance brokers in Canada. “Currently we have built commission reconciliation bots for nine insurance brokerages in Canada, and there are many other brokerages currently in development.”
Let’s consider an example. Commission reconciliation statements come from each of a brokerage’s insurance carriers, often on a monthly basis. They contain a line-by-line financial account of all policies and transactions completed during a specific timeframe. Upon receipt of these statements from each carrier, brokerages align the details contained within the statement with their own sales records, looking to ensure accuracy. In many cases, brokerages then take the statements and ensure that their commission based staff are appropriately compensated, based on the actual dollars received. There are many sales producers who are financially compensated based on commissions, so the speed and accuracy required in this process is essential.
“Our RPA Bots work with any BMS. We’ve done work across all major BMS providers operating in Ontario”, continues Samoy. “Each carrier sends their commission statements in different formats. Our bots can quickly overcome the format variations, consolidate the information into a format that works for the brokerage and then deliver a consolidated report to the finance team. This all happens in a matter of hours without any staff intervention. We tailor reports and other deliverables to the unique request of each brokerage.”
The RPA solution brings unique benefits to office processes, including improved time and resource management, better communication within and outside the team, and lower operating costs.
Says Samoy: “Back-office finance isn’t the first thing that comes to mind when business leaders think of bots and AI technology, but it’s an unexpected winner in operational efficiency. I think many brokerages would rather repurpose their finance team’s brainpower to applied, data-driven decision-making. The introduction of bots does just this.”
For media requests, please contact:
Curtis Samoy
Founder
Clementine Tech
647.444.6831
ABOUT CLEMENTINE TECH
Clementine Tech is an RPA firm specializing in working with Canadian insurance brokerages. They will work with any BMS Platform and build customized solutions. clementinetech.ca