Welcome to the Future of Protection Advice...
Created by advisers for advisers; Clerica is a revolutionary new way to complete your protection advice process and administration. Powered by AI, we use a combination of the latest technology and years of real-world broking experience to save you hours of administration work, document checking and duplication.
AI
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Processing Speed
10x Faster
How it Works
Step 1
Carry out your client meeting as normal (in person or online or telephone). But no need to make notes – our meeting recorder will do this for you. (If you prefer not to record your meetings – you can take your own notes and upload them instead).
Step 2
Our custom built meeting summary listens for the key information needed during the meeting and creates a summary of all the key information needed in the advice process. Upload this summary to Clerica (or your own if you prefer).
Step 3
Clerica will read the meeting notes and summarise all the key information for you to confirm. Once confirmed, Clerica will tailor a protection recommendation to your clients personal circumstances within seconds.
Step 4
Review the recommendation and adjust at the touch of a button. Clerica will create a quote summary to provide to your client in your own branding and a draft recommendation letter within seconds.
Step 5
Present your protection options to your client in your preferred format (face-to-face, online, telephone or e-mail etc.)
Step 6
Upload your recorded meeting (or meeting notes) and confirm which products have been taken up. Clerica will complete your recommendation letters.
Step 7
Upload all your comparison reports, application, policy and provider documents. Clerica will read and title all your documents and at the same time check for any data entry anomalies (e.g. an incorrect DOB or wrong policy type / term / amount etc.)
Step 8
Finish early or sell another policy!