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Wawanesa’s Big Change: Why Brokers Need to Automate Document Delivery Now

Insurance brokers face a significant operational shift as Wawanesa stops delivering renewal documents directly to policyholders. This change means brokers must now manage the entire document delivery process independently—a task that can quickly overwhelm your team if done manually.

But what if you didn’t have to lift a finger?

Automation isn’t just a buzzword; it’s a necessity. With truMobile’s Document Delivery Automation, brokers can seamlessly transition into this new responsibility without adding workload or stress to their team. truMobile securely sends renewal documents, policy changes, and other critical communications directly to clients through a secure, encrypted portal. No emails sitting unsecured in inboxes, and absolutely zero manual processing for brokers.

Here’s why brokers can’t afford to overlook automation:

  • Zero Manual Effort: truMobile handles every detail. You set it up once, and documents are delivered automatically. It’s literally “set it and forget it.”
  • Enhanced Security: Protect sensitive client data by ensuring all documents remain within a secure, client-accessed portal.
  • Improved Efficiency: Save hundreds of hours in administrative tasks, allowing your brokerage to focus on client service and business growth.
  • Instant Client Updates: Automations extend beyond renewals—any policy changes are automatically and immediately communicated to your clients.

Adapting to Wawanesa’s new requirement doesn’t have to be complicated. Join our upcoming webinar, “Set it and Forget it: Automating Document Delivery,” where we’ll demonstrate exactly how truMobile can effortlessly handle your document delivery needs. Discover how easy and essential automation can be for your brokerage.

Register for Our Document Delivery Webinar today:

Set It and Forget It: Automating Insurance Document Delivery with truMobile