Why Unlimited, Automated Email Document Delivery Is Mission-Critical for Brokers in 2025

Two imminent shocks to paper-based workflows

Wawanesa’s renewal-document switch-off
This year Wawanesa stopped mailing renewal packages to policy-holders; brokers must deliver every document themselves.

Possible Canada Post labour disruption
Collective-agreement protections expire on May 22 2025, so a work stoppage could follow almost immediately.

With a major carrier stepping back from postal delivery and a national mail strike looming, brokers who rely on print face service gaps, E&O risk, and frustrated clients.

2. Manual and metered email solutions won’t cut it

Traditional email providers charge per message or by list size. During renewal season your volume spikes—right when costs sting the most. Manual PDF attachments also:

• consume staff hours
• create version-control errors
• leave sensitive data exposed in inboxes

3. What brokers need instead

• Unlimited sends and contacts – Outreach can surge ten- to twenty-fold during peak months; predictable pricing keeps margins safe.
• Full automation – “Set it and forget it” routing from your BMS ensures every client gets the right document the moment it arrives in your system.
• Encrypted client portal – Eliminates attachment risks and gives you an auditable trail.
• Mobile-first experience – Clients increasingly expect proof of insurance at their fingertips.

4. How truMobile’s Communications Centre delivers

• Unlimited clients and emails on a single flat monthly fee—your bill never grows with your book.
• Automated delivery for renewals, mid-term changes, and pink slips—sent instantly and tracked forever.
• Self-service portal and app—clients retrieve documents 24/7 without calling the office.
• Marketing templates and segmentation—upsell and cross-sell campaigns run from the same platform at no extra cost.

5. Implementation checklist

Already on truMobile?
Talk to your Customer Success Manager to activate automated document-delivery workflows—no extra setup, coding, or hidden fees.

New to truMobile?
Get up and running in under a month. Book a demo today; we’ll map your renewal workflows, connect your BMS, and launch your first automated sends inside 30 days—flat-fee guaranteed.

6. Bottom line

Postal uncertainty and carrier policy changes are already reshaping broker operations. Unlimited, automated email document delivery isn’t a “nice to have”; it’s the only reliable path to compliance, client satisfaction, and cost control in 2025.

Add clients, not costs.
Ready to see the workflow in action? Book a 15-minute demo and discover how easy “set it & forget it” really is.