Powered by Claridad
Power Your Agency with Smarter Client Support
Claridad helps insurance agencies deliver better service, stronger relationships, and ongoing value — all through one intelligent platform.
Our AI-powered dashboard transforms how your team supports clients, answers coverage questions, and manages complex policies at scale.
Built for Modern Insurance Agencies
Today’s clients expect fast, accurate, and understandable answers — long after the policy is sold. Claridad gives your agency the tools to meet those expectations without increasing staff workload.
With Claridad, your agency can:
Centralize client policies and documents
Provide instant, understandable coverage explanations
Reduce repetitive support requests
Track client engagement and needs
Identify service gaps and opportunities
Strengthen long-term retention
Your Agency Dashboard
At the core of Claridad is a secure, cloud-based dashboard designed specifically for insurance professionals.
From one platform, your team can:
View client questions and activity
Monitor response times and escalations
Support complex policy reviews
Manage multi-policy households and businesses
Deliver consistent, compliant guidance
Everything is built to help your agency operate more efficiently while providing higher-quality service.
Turn Support into a Competitive Advantage
Most agencies compete on price. The strongest agencies compete on trust and understanding.
Claridad helps you:
Position your agency as a long-term advisor
Increase referrals and renewals
Reduce client confusion and frustration
Improve satisfaction and loyalty
Stand out in crowded markets
Simple Implementation
Getting started is easy.
Connect your agency account
Invite clients to upload policies
Customize your workflows
Start delivering smarter support
No complex setup. No disruption to your current systems.
Interested in collaborating?
Become a partner!