Clementine Expands Team to Support Growth Across Canadian Brokerages

June 2, 2026

Today, Clementine announced new investments in marketing and operations as the company continues to grow its presence within the Canadian insurance brokerage market.

Norah Black has joined Clementine as Vice President, Marketing & Growth to help scale the organization into its next phase. The company has also strengthened its operations team with the addition of a Director of Technology and a Systems Developer to support platform development and customer adoption.

These additions come as Clementine expands its partnerships with brokerages of all sizes across Ontario and Atlantic Canada, and as more organizations adopt tools that streamline workflows, reduce manual workload and improve operational efficiency.

“Over the past several years, Clementine has built a strong foundation supporting Canadian brokerages. We see this as the right time to invest in talent and growth,” said Curtis Samoy, Founder & CEO of Clementine. “Norah brings strong leadership and a thoughtful approach to communicating value in a way that resonates within the broker channel. Her experience and relationships following more than a decade at the Insurance Brokers Association of Ontario leading marketing, partnerships and member engagement will be invaluable as we continue to strengthen our position in the market. We’re also pleased to welcome Ibrahim Sheikh as Director of Technology and Devon O’Brien as Systems Developer who will help strengthen delivery and support continued growth.”

“Brokerages are increasingly looking for ways to operate more efficiently while delivering strong client experiences,” said David Watson, Co-Founder & COO of Clementine. “We build practical tools that reduce administrative workload so brokers can spend more time with their clients. Our recent investment in talent reflects this growing demand for technology that helps teams run more effectively.”

The additions across marketing and operations reflect Clementine’s continued focus on strengthening its platform and expanding capabilities with its brokerage partners.

Media Requests
Curtis Samoy
Founder & CEO | Clementine
curtis@clementinetech.ca

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.

Both Trufla and Clementine believe this will be a huge step forward for the broker channel who is 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 trufla.com/products/trumobile/clementine-rpa/

Media Requests
Curtis Samoy
Founder & CEO | Clementine
curtis@clementinetech.ca

How Brokerages Are Transforming Back-Office Finance Tasks With Bots

September 23, 2024

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.”

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.”

Media Requests
Curtis Samoy
Founder & CEO | Clementine
curtis@clementinetech.ca