Smarter Insurance Operations Start with Trusted Insight
Insurance teams are drowning in documents, manual reviews, and disconnected systems — slowing sales, underwriting, and claims while increasing risk.
Clarista transforms that complexity into clarity by unifying data, automating workflows, and delivering explainable, traceable intelligence; all securely and at scale.
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What Clarista Solves for Insurance
- Fragmented systems and manual data pulls
- High touch, error-prone processes
- Hard-to-access insight buried in reports and PDFs
- Risk-heavy decisions made without context
Clarista removes these blockers by combining governed data, AI reasoning, and automation, so that teams can move faster with confidence and compliance.
Sales Enablement & Distribution Intelligence
Empower sales and distribution teams with clarity, consistency, and speed:
- Auto-generated Sales Playbooks tailored by product line, channel, and audience
- Dynamic Product Overviews that update as policies evolve
- Agent & Broker Briefs that synthesize complex coverage into actionable guidance
Result: Faster onboarding, better product understanding, and higher conversion across channels.
Underwriting Efficiency & Risk Transparency
Underwriting teams need speed and precision, Clarista delivers both:
- Automated Extraction of Submissions from email, documents, and forms
- Risk Factor Summaries & Key Terms surfaced instantly
- Rule-Based Workflows that accelerate triage and decisioning
Result: More throughput, fewer errors, and risk decisions grounded in consistent insight.
Faster, More Accurate Claims Intake
Claims teams are often overwhelmed by unstructured information; Clarista brings structure and speed:
- Intelligent Claims Parsing from adjuster notes, PDFs, EOBs, and emails
- Missing Field Detection to reduce rework
- Instant Contextual Search across legacy systems
Result: Reduced cycle time, improved quality control, and a smoother claims experience for customers and partners.
Enterprise-Wide Q&A — Explainable & Traceable
Stop switching between systems to find answers:
- Natural Language Queries across policies, claims, and submissions
- AI Answers With Clear Citations to source data and documents
- Context-Aware Intelligence that keeps meaning and auditability
Result: Faster answers, fewer escalations, and more confident decisions.
Policy Benchmarking With Smart Tables
Compare products and coverage quickly and accurately:
- Interactive Policy Comparison Tables across features, limits, endorsements, and riders
- Side-by-Side Analysis of product portfolios
- Gap & Exposure Detection surfaced visually
Result: Clear insights for product strategy, risk assessment, and competitive positioning.
Seamless External Data Integration
- Custodian & Third-Party Data Ingestion without manual exports
- Unified View Across Sources both internal and external
- Real-Time Sync & Context
Result: A single foundation for analysis and decisioning, no fractured views.
Built for Compliance & Traceability
Data Lineage & Audit Trails
- Role-Based Access Controls (RBAC)
- Explainable AI Outputs with source references
- Secure, Governed Workflows
Result: Confidence in insight and compliance.
Trusted by Insurance Innovators
“Clarista has fundamentally changed how we equip our sales and underwriting teams. Complex product detail that once took hours to assemble is now available in minutes, and with higher accuracy.”
Don’t Wait for “Someday” Value
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