ClementineTech creates custom robotic process automation (RPA) bots for Canadian insurance brokerages, integrating with any brokerage management system to automate repetitive tasks such as commission statement reconciliation, eDoc handling, and renewal reviews. By off‑loading these routine processes, the bots improve accuracy, speed up turnaround times, and free staff to focus on higher‑value work.
Funding
Funding not disclosed
Founders
Product
Problem
Canadian insurance brokerages often rely on manual, repetitive software tasks such as commission statement reconciliation, eDoc handling, and renewal reviews, leading to errors, wasted time, and delayed client service.
Solution
ClementineTech builds custom software robots that automate these routine processes within any brokerage management system (BMS). The bots can download, rename, and route electronic documents, match insurer statements to transaction records, and compare policy renewals for coverage and premium changes. Automation is delivered as a bespoke solution, with a fixed development fee and a predictable monthly subscription based on the bot’s complexity and volume. By handling the repetitive work, the bots free staff to focus on higher‑value activities and improve accuracy and turnaround times.
Target Audience
Primary customers are Canadian insurance brokerage firms that manage large volumes of policy data and require efficient, error‑free processing of commissions, documents, and renewals.
Features
- Tailored RPA bots that integrate with any BMS used by insurance brokers
- Automated commission statement reconciliation to ensure accurate financial reporting
- Daily eDoc download, renaming, and distribution to designated inboxes
- Renewal review automation that flags premium and coverage differences
- Customizable bots for additional tasks such as claims processing and data entry
- Fixed upfront development cost with transparent monthly usage fees