Clerica: AI-Powered Protection Platform for Financial Advisers
Whether you're an individual broker/administrator or managing a team, Clerica works quietly and efficiently in the background to support you. Reducing your workload and your compliance risk. As well as saving you from those repetitive tasks.
Simplified Client Management
We believe that managing your client database shouldn’t slow you down. With Clerica, you have complete visibility of all your customers in one intuitive system, whether you're working alone or overseeing multiple advisers within your firm.
You can create new client records in seconds using our “drag & drop” feature for meeting notes, ID and fact finds etc. or you can enter information manually if you prefer. The platform organises your client data logically, making it easy to track cases and access information when you need it.
Unlike most systems, with Clerica there is complex setup and no lengthy onboarding, just straightforward client management that works the way you do.
AI-Powered Protection Recommendations
Our AI has been trained by highly experienced brokers with years of experience in both Directly Authorised and Network-based firms. Ensuring the recommendations generated align with industry best practice, whilst also staying bespoke to your client and matching their individual needs. You’re in control throughout the process, with simple automated adjustments to increase or decrease the protection levels, or you can fine tune your recommendation manually.
You won’t need to repeat your preferences as each broker has their own control panel where you can set preferences or network requirements such as indexation, age-costed premiums or mortgage protection interest rates.
Simply drag & drop your AI generated meeting summary (or your own notes / fact find) and Clerica will do the rest. Providing a bespoke recommendation package including:
- Mortgage Protection
- Family Life Cover
- Critical Illness cover
- Income Protection
Clerica doesn't just streamline administration; it actively supports sales by highlighting opportunities for a complete protection package that may otherwise have been missed.
Save Hours on Administration
Clerica empowers users by significantly reducing administrative workload, freeing time for conversations that actually create revenue:
- Generate professional, branded quote presentations at the touch of a button.
- Write recommendation letters in seconds, not hours.
- Create matching addendum letters instantly.
- Automatically rename policy documents logically using AI Eliminate admin and data entry errors.
- Stop duplicating information.
- Spend less time on paperwork and more time building your business.
The efficiency gains compound quickly, allowing you to handle more cases without expanding your support team or sacrificing quality.
Reduce Compliance Risk
With FCA requirements and consumer duty requirements ever increasing, Clerica helps protect you and your business by reducing the risk of human error and ensuring you have recommended a full, holistic and bespoke protection package to your client. The platform uses AI technology to cross-check your fact find, recommendation letter, and insurer / policy documents to identify any discrepancies before they become compliance issues.
This automated verification process gives you confidence that your advice is properly documented and that your administration is consistent throughout, helping you reduce the administrative burden of compliance checks while improving accuracy and customer outcomes.
Clerica helps you meet your regulatory requirements without adding extra work, enhancing your professional standards without replacing your judgement.
Ready to Transform Your Protection Sales?
To see what Clerica can do for you, get in touch through our contact form to discover how Clerica can enhance your protection advice process. No long-term contracts, no setup fees, just straightforward support backed by UK-based servers and 24/7 availability.