AI automation for commercial insurance teams.
ClearGuide helps commercial insurance teams turn inboxes, ACORDs, supplementals, loss runs, SOVs, spreadsheets, carrier/broker portals, and service requests into cleaner files for human review.
Work still gets stuck before the system of record.
Growth creates more submission traffic, renewal chases, certificate requests, endorsement work, policy checks, binder comparisons, billing exceptions, and carrier-portal handoffs. The bottleneck is often not underwriting judgment. It is the document traffic before experienced people can work.
Messy intake
Requests arrive through email, forms, portals, PDFs, spreadsheets, and notes that need structure before review.
Exception drag
Missing details, stale files, inconsistent fields, and unclear owners slow the work before someone can make a decision.
Review still matters
The goal is not autonomous decisioning. It is cleaner information and better handoffs for the people responsible.
Start with one queue your team already feels.
The best first automation is narrow enough to trust, visible enough to measure, and useful enough that the team wants to keep using it.
Sort submission emails, ACORDs, supplementals, loss runs, SOVs, expiring policies, and carrier forms; pull key details and flag missing items before underwriting or account review.
Assemble expiring-policy details, prior emails, exposure changes, applications, loss runs, open subjectivities, and unanswered client items into a cleaner renewal review packet.
Classify certificates, endorsements, binders, billing, claims-resource, and status requests so the right account manager or assistant sees context first.
Highlight differences in limits, deductibles, named insureds, forms, exclusions, endorsements, subjectivities, and missing items for human review.
Group agency-bill or direct-bill questions, statements, premium-finance notes, ePayPolicy context, emails, and policy references before finance review.
We work around the systems you already use.
ClearGuide is not trying to replace the operational system of record. We map the workflow around it, reduce manual prep, and keep review points clear.
Examples of systems we design around. ClearGuide is vendor-agnostic and is not claiming a formal partnership with these providers.
AI supports the work. People keep the judgment.
ClearGuide keeps final decisions, approvals, professional judgment, and sensitive exceptions in the hands of the responsible team.
Kept as a human-owned review point, approval, or responsibility.
Kept as a human-owned review point, approval, or responsibility.
Kept as a human-owned review point, approval, or responsibility.
Kept as a human-owned review point, approval, or responsibility.
Kept as a human-owned review point, approval, or responsibility.
Direct answers before a pilot starts.
Use these answers to see where AI can help, what should stay human, and how a focused first workflow could be scoped.
Does ClearGuide automate underwriting?+
No. ClearGuide focuses on file readiness, routing, comparison support, drafted follow-up, and review packets.
Where is the best first pilot?+
Submission intake, renewal prep, service inbox triage, quote/binder comparison, or billing exceptions are usually practical first workflows because the documents are familiar and the review gates are clear.
Can this work with Epic, AMS360, AIM, or portals?+
Yes, the design starts around the current system stack and avoids replacing the agency management or underwriting systems.
How do you keep people in control?+
The workflow is designed with review gates so staff approve outputs before anything important moves forward.
See where AI can reduce the manual work around your commercial insurance brokerages & mgas workflow.
ClearGuide can help you map one practical workflow, define the review points, and decide whether a focused AI build is worth it.
No obligation. Just clarity.