FAQs

Clerica is an advanced AI-powered platform designed to support protection advisers and brokers. It allows you to upload fact find transcripts or enter client information manually to generate tailored protection recommendations.

Clerica helps advisers increase, reduce, or customise recommended cover using AI, quickly rename and organise insurer documents, and identify discrepancies between the fact find, recommendations, and insurance policies. The platform is built to support better advice, stronger compliance, and more efficient workflows.

There is no limit to the number of users you can add. Clerica can scale easily as your firm grows.

Yes. Users can be added or removed at any time, allowing you to stay flexible as your business needs change.

Clerica is designed to be intuitive and easy to use straight out of the box. In addition, a library of training videos will be released soon to help users get the most from the platform.

Clerica uses a combination of artificial intelligence and advanced algorithms to analyse client data and generate appropriate protection recommendations based on individual circumstances.

Yes. Clerica includes a dedicated section where you can adjust recommendations to reflect your professional judgement. For example, you can change coverage levels or reduce percentages on mortgage protection to align with your advice approach.

Clerica cross-references the fact find, the protection recommendation, and the insurance policy documents against each other. This helps highlight inconsistencies or gaps that could otherwise be missed, supporting more accurate advice and stronger compliance.