Skip to content
Use cases

Six workflows, handed off.

Each one runs end to end with review checkpoints and a complete audit trail. Start with the queue that hurts most; add the next when you are ready.

01

Submissions intake

New business cleared into your AMS the day it arrives, not the week after.

Clarix handles

  • Reads ACORD applications, SOVs, and supplements
  • Runs clearance and completeness checks
  • Sets up the account in your AMS

Your team sees

A triaged, complete submission ready to quote.

02

Loss-run processing

The slowest chase in the business, handled start to finish.

Clarix handles

  • Requests loss runs and chases carriers politely, repeatedly
  • Parses every carrier format into one ledger
  • Summarizes frequency, severity, and open reserves

Your team sees

A clean loss summary with the flags worth reading.

03

COI issuance

The interruptions that eat your account managers' day, gone.

Clarix handles

  • Reads holder requirements against the policy
  • Issues and distributes certificates
  • Logs every certificate for the audit trail

Your team sees

Certificates out the door in minutes, not days.

04

Endorsements

Mid-term changes that close themselves out.

Clarix handles

  • Intakes change requests from any channel
  • Prepares the endorsement paperwork
  • Confirms issuance with the carrier

Your team sees

A finished change with the confirmation attached.

05

Renewals prep

Renewals that start ninety days out, with the file already built.

Clarix handles

  • Assembles the renewal file early
  • Updates exposures and loss history
  • Drafts the renewal submission for review

Your team sees

A renewal that begins complete instead of ending rushed.

06

Policy checking

Every policy checked against bound terms, not just the big ones.

Clarix handles

  • Compares issued policies to binders line by line
  • Flags discrepancies with citations
  • Tracks corrections through resolution

Your team sees

Discrepancies caught before the insured finds them.

Get started

Hand one workflow off this quarter.

Pick the queue that hurts most. We will show you Clarix running it, review checkpoints and all.