About Us
Clerica combines advanced AI with years of industry expertise, giving advisers an intuitive system that works the way you do. It simplifies complex cases, cuts through repetitive tasks, and helps you focus on what matters most - meeting clients and making sales.
We understand that great advisers aren’t always natural administrators. That’s why Clerica works quietly in the background, handling paraplanning and routine admin so you don’t have to. It’s designed to enhance your work - not replace it - boosting your efficiency while freeing your time for revenue-generating conversations.
We understand that great advisers aren’t always natural administrators. That’s why Clerica works quietly in the background, handling paraplanning and routine admin so you don’t have to. It’s designed to enhance your work - not replace it - boosting your efficiency while freeing your time for revenue-generating conversations.
Protection Made Simple
Clerica supports advisers at every level of experience and covers the full range of protection products: mortgage term assurance, life assurance, family income benefit, critical illness cover, and income protection. It doesn’t just streamline administration - it actively supports sales. By analysing client circumstances, Clerica highlights opportunities for a complete protection package, ensuring you can confidently recommend more than just basic life cover.
Personalised Protection Planning
Using client income, expenditure, employee benefits, household bills, retirement age and family details, Clerica builds a tailored protection solution. You can then adjust recommendations in line with advice guidelines or interact directly with the AI to customise the plan for each client.
Reduce Risk. Improve Margins
With FCA consumer duty rules tightening and compliance checks becoming more rigorous, Clerica helps reduce the risk of human error in data entry and document creation. At the same time, it cuts the cost pressures of rising salaries, NI, pensions, and outsourced admin services - delivering greater efficiency and improved profitability.