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
