Clementine helps Canadian insurance brokerages automate the repetitive work that slows teams down. We learn how your brokerage works, then build and run automations around your existing workflows and systems.
From renewal review and transacting to eDocs and commission reconciliation, we take care of your time-consuming tasks, giving your team more time to focus on the human stuff. We handle custom builds, maintenance and ongoing adjustments, so automation isn’t a project your team needs to manage.
Less admin. Greater consistency. More capacity for your team. More time for your clients.
Technical Requirements
AI models with context on industry benchmarks and policy structures to interpret existing policy terms, endorsements, and clauses.
Integration with BMS to retrieve client profiles, exposure information, and historical policy data.
Data ingestion and continuous updates to ensure alignment with typical coverage patterns and industry guidance.
Data security and compliance features to protect client information.
Functional Scope
Analyze client-submitted data, including exposures, business context, and other relevant information.
Extract and interpret existing policy terms (e.g., endorsements, exclusions, clauses).
Benchmark against typical coverage patterns and industry guidance to identify coverage gaps.
Prioritize identified coverage gaps and provide rationale based on considerations such as industry standards and risk.
Recommend relevant products and coverage options tailored to the client profile, and generate summaries for client discussions.
