Automatically Log Trufla Emails into Your BMS
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The Problem
Brokers rely heavily on their BMS (Broker Management Systems) like Applied Epic, TAM, or Power Broker for managing client interactions. But these systems don’t integrate easily with external platforms like Trufla’s truMobile and truMarket.
This creates critical issues:
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Visibility Gap: Messages sent from truMobile aren’t recorded in the BMS.
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Manual Work: Brokers waste hours re-entering messages into the BMS—or they don’t log them at all.
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Compliance Risk: Missing records put brokerages at risk during audits.
The Solution
Trufla has partnered with Canadian RPA leader Clementine to automate this crucial step.
Now, every email sent through truMobile or truMarket is automatically logged into your BMS as an Activity—no manual entry or BMS integration required.
Key Benefits
How it Works
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Every day, Trufla gathers messages sent via truMobile or truMarket into a simple batch.
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Clementine’s RPA bot securely logs each message into your BMS, mimicking human actions.
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Each logged Activity includes:
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Email subject
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Sender information
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Date sent
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Link back to the full email within Trufla
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Setup takes as little as 1–2 days with minimal involvement from your IT team.
