Powered By Claridad

Agency Setup

We configure Claridad around your rules, your tone, and your boundaries.

Client Access

Clients get clarity when questions arise — 24/7 — without waiting on your team.

Smart Escalation

When advice or action is needed, Claridad hands off to the right human automatically.

What Problems can Claridad solve for Agencies?

Agencies today face three pressures at once:

• Clients expect instant answers

• Compliance and information risk is increasing

• AI adoption feels inevitable — but dangerous, and expensive.

Doing nothing isn’t an option.
Moving too fast is risky.

Claridad exists to give agencies a safe middle path.

What is Claridad?

Claridad is not a chatbot and not a replacement for your agency.

It is a guardrails-first AI system designed to:

• Explain insurance and benefits concepts in plain language

• Answer safe, non-advisory questions

• Refuse anything that crosses into advice or legal interpretation

• Escalate cleanly to your team when required

Every interaction is logged.
Every boundary is enforced..

What Claridad Handles (Safely)

Claridad can help clients with:

• General coverage explanations

• Benefits and policy terminology

• Process questions (claims, enrollment, next steps)

• “What does this mean?” type questions

Claridad never:

• Recommends switching policies

• Interprets contracts or legal language

• Makes changes on behalf of clients

• Replaces agent judgment

When Claridad identifies a limitation, deficiency, or opportunity, humans step in.

Why Agencies Choose Claridad

• Fewer repetitive client questions

• Reduced interruption to staff

• Lower exposure to off-the-cuff advice

• A modern client experience available 24/7

• They cannot serve clients due to a language barrier.

• Quickly Identify high risk clients

• Support with conceptual and long explanations

• To identify client coverage gaps.

• To measure customer satisfaction.

• To earn customer trust.