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Resource / Explainer

Agents that work your software, safely.

In short

Computer-use agents are AI agents that operate existing software by reading a screen and taking actions a person would take, clicking through portals, forms, and inboxes instead of needing a custom integration for each one. In insurance they let automation reach systems that have no API, like carrier portals and agency management systems. Done responsibly, they run under human review, inside access controls, and with every action logged, so the convenience of a person at the keyboard does not come at the cost of oversight.

See computer-use agents on your systems.
Why it matters

Built for insurance work.

Most insurance back-office work lives in software that was never built to be automated: carrier portals, broker systems, and management platforms with no API. Computer-use agents reach that work without waiting for vendors to build integrations or asking the team to keep typing. They meet the work where it actually happens.

How it works

The workflow, step by step.

  1. 01

    The agent opens the target system under the access controls your team sets.

  2. 02

    It reads the screen to find the fields, buttons, and records it needs.

  3. 03

    It takes the action a person would take, entering data, clicking through, or downloading.

  4. 04

    It routes anything uncertain to a reviewer before completing the step.

  5. 05

    It logs the action, what it did, where, and when, with a timestamp.

Human review

Where people stay involved.

The same review model applies. Sensitive actions, anything below a confidence threshold, and any step your rules flag route to a person first.

See human-in-the-loop automation
Security

Auditable by design.

Agents operate inside your access controls and single sign-on, with the least privilege needed for the task. Every action is logged with the system touched, the action taken, and a timestamp. Customer data is segregated by tenant.

Review Clarix security
Common misconceptions

What is actually true.

Myth

Computer-use agents are uncontrolled.

Actually

They run under the same access controls and review model as any other Clarix action.

Myth

They only work on simple tasks.

Actually

They handle multi-step workflows across portals and systems, routing the hard steps to people.

Myth

They are less secure than API integrations.

Actually

Security comes from access controls, logging, and review, not from the connection method. A logged, reviewed action is auditable either way.

Myth

We would need to replace our management system.

Actually

The point is the opposite. Computer-use agents work with the system you already have.

FAQ

Common questions.

What is a computer-use agent?

An AI agent that operates software by reading the screen and taking actions a person would take, so it can work with systems that have no API.

Are they safe for regulated insurance data?

When run under access controls, human review, and full logging, yes. Oversight does not depend on the connection method.

Do they replace our integrations?

No. They extend automation to systems you cannot integrate, alongside any integrations you already have.

How are they audited?

Every action is logged with the system touched, the action taken, and a timestamp, exportable on demand.

Where does human review fit?

Anywhere the stakes are high or the confidence is low. Your team sets the thresholds.
Get started

See computer-use agents on your systems.

Bring one workflow in a system without an API. We will show the agent working it under review.