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FAQs

We’ve answered some of the most common questions about Clerica to help you understand our product and process. If you don’t see what you’re looking for, please get in touch.

General Information

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.

Clerica is priced per user, with flexible monthly or discounted annual options.

First user:

  • £199 per month
  • or 
  • £1,791 for 12 months (12m for 9m – saving £597)

Additional users:

  • £99 per month
  • or 
  • £891 for 12 months (12m for 9m – saving £297)

Getting started is simple. Click Get started, select how many advisers you’d like to subscribe. You will receive an onboarding call to show you how to use the system along with access to the platform - no lengthy setup process required! A follow-up support call will be offered within 3 working days of your initial system access to answer and questions and explain our support service.

Clerica currently recommends protection levels for:

  • Mortgage protection
  • Family income benefit
  • Income protection
  • Critical illness cover

We will shortly be launching Clerica for business protection and private health insurance.

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 provided to help users get the most from the platform.

How Clerica Works

Clerica uses a combination of artificial intelligence and advanced algorithms programmed by experienced protection advisers 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.

Question not answered above? Contact us to find out more.

Ready to Transform Your Protection Sales?

Clerica embraces the latest AI technology, backed by experienced brokers and a software team to simplify your protection advice and administration process.
  • Created by advisors
  • Technical support
  • No long-term contracts
  • Data Secure UK based servers
  • 24/7 availability
  • No setup fees
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