We do the work.
You run the
brokerage.
AI back-office operations for specialty insurance MGAs and brokers. Completed tasks delivered — not another tool to manage.
/ WHAT WE DO
Back-office operations, delivered as a service.
Clarix replaces your offshore back-office team at specialty insurance MGAs and brokers. Our AI agents complete the work — you receive finished tasks, not software to manage.
Submissions
New business and renewals — extracted ACORDs, OFAC checks, carrier-ready packages delivered same-day.
Policy Operations
Issuance, review, endorsements, and bind checks — with state-form compliance and carrier requirements validated automatically.
Admin & Compliance
OFAC, state forms, finance operations, and follow-ups — processed consistently, logged for audit, closed on time.
/ BUILT AS YOUR BACK OFFICE
Clarix does the work a BPO does — just without the BPO.
Read
Every inbound email, every attachment, every policy document — read across thousands of pages at once.
Apply
Your rules: carrier appetite, state forms, SOPs, compliance checks — applied every time, no shortcuts.
Complete
Finished work delivered same-day: policies issued, submissions sent, follow-ups closed, AMS updated.
/ A BETTER OPERATING MODEL
The BPO model is linear. Clarix compounds.
Traditional BPO
Clarix
Timezone-locked
— Every task waits 12+ hours for the offshore shift
— Rework loops push cycle time into next week
Minutes per task
— Completed work in under 10 minutes
— No timezone lag, no overnight wait
Uneven accuracy
— Quality varies by worker, shift, and volume spike
— Errors caught after they leave the building
Right the first time
— Confidence-gated — errors flagged before shipping
— Trained on your corrections, not a vendor’s
Linear cost
— More volume means more headcount
— Costs go up, never down
Compounding savings
— Same infrastructure handles 10x volume
— You pay for work done, not seats filled
Weeks to add capacity
— Every new hire needs training, supervision, QA
— Volume spikes require months of ramp
Instant scale
— New volume handled immediately, no hiring
— Add a task type in days, not quarters
Your team is the QA
— Every output reviewed before it goes out
— Rework cycles cost days per task
We ship it right
— Clarix HITL catches errors before delivery
— Your team only sees 10% spot-checks
Partial paper trail
— Who did what, when is often unclear
— Hard to defend in E&O claims
Full audit trail
— Every action logged, every decision traceable
— Defensible to regulators and carriers
/ WHY NOW
The work can finally be automated — but only by someone who understands it.
For the last decade, “AI for insurance” has meant chatbots, copilots, and dashboards — tools that speed up a human doing the task. That was never enough. The real cost of back-office work isn't the click speed — it's the headcount, the QA, the rework, the overnight wait.
Clarix is built on a different premise: completing the work, not assisting with it. Our agents read the email, apply your rules, and deliver the finished task — the same way a trained specialist would, except in minutes, with full audit trails.
We start with specialty insurance because the tasks are structured, the rules are written down, and the cost of getting it wrong is measurable. When the work is defined, the outcome is priceable.
Peter Carpenter, Founder of Clarix Partners · Petaluma, CA
/ FAQ
Questions, answered.
Let's do the work.
Book a 30-minute call. We'll walk through your operations and show you what a Clarix engagement looks like.