Purpose-built for insurance agencies
AI agents built for insurance agencies.
Klaris automates the work behind selling, placing, and servicing policies, so your team can focus on selling and advising.
Built for insurance agencies & brokerages.
Today's Lead Queue
47 leads scored, 12 ready to call now
Quote Comparison: Miller Family
3 carriers compared, best fit: Protective
| Carrier | Rate class | Premium |
|---|---|---|
| Protective | Preferred | $186/mo |
| Pacific Life | Standard Plus | $214/mo |
| Lincoln Financial | Standard | $241/mo |
Case Management
14 cases tracked, 4 need action
This Month's Agency Insights
2 discrepancies flagged
The Klaris platform
AI agents for every stage of your agency's workflow.
From the first conversation with a lead to policy servicing and the reporting that follows, each stage below is covered.
Klaris improves both sides of the contact center equation: contact rate and conversion rate. It decides which opportunities deserve attention, when and how to contact them, which producer should handle them, and what intelligence that producer needs to move the conversation forward.
Klaris helps agencies turn quote requests into usable options, identify the carriers and products that fit the client, and compare quotes consistently. The result is less repetitive quoting work and faster, better-informed placement decisions.
Klaris automates the administrative work required to keep submitted business moving, process carrier communication, verify issued policies, complete delivery, and service policies after they become in-force.
Klaris turns agency data into operational and financial intelligence, helping leadership see what is happening, understand why, identify leakage, compare performance, and act without waiting for a manual analyst cycle.
Contact Optimization
Reach each lead at the right time, through the right channel, with the right cadence.
Lead Prioritization
Decide which opportunities your team should work next.
Producer Matching & Intelligence
Put the right lead with the right producer, and prepare them to convert.
Conversion Intelligence
Give producers the insurance intelligence needed to move a conversation toward an application.
Quote Generation
Turn standard quote requests into completed quote options.
Carrier & Product Recommendation
Identify the carriers and products that best fit each client.
Quote Analysis & Comparison
Compare insurance options clearly and consistently.
Case Management
Track every submitted application, resolve outstanding requirements, and keep cases moving toward issue.
Carrier Communication
Turn carrier communication into structured updates and actions.
Policy Review & Delivery
Verify issued policies and move them through delivery to in-force.
Policy Servicing
Handle policyholder service requests from intake through completion.
Performance & Pipeline Insights
See what is driving performance across the business.
Placement Cohort Board
Track what happens to every application after submission.
Book & Commission Insights
Understand the in-force book and the revenue behind it.
One operating layer
Your agency's operating layer.
Klaris connects to your systems, documents, emails, carrier workflows, and agency data, then surfaces exactly what needs attention next.
Good morning. 14 cases need attention.
Waiting on APS >7 days
New carrier requirements
Issued policies awaiting delivery
Rated cases need producer review
Policies approaching conversion windows
3 cases need immediate attention.
1. Miller Family at Lincoln Financial
APS outstanding for 11 days. Carrier confirmed yesterday that underwriting cannot proceed without records.
Suggested action
Follow up with the physician's office.
2. James Carter at Protective
Policy issued 6 days ago. Delivery receipt and Statement of Good Health remain outstanding.
Suggested action
Contact producer and initiate delivery follow-up.
3. Robert Wilson at Pacific Life
Case returned Table 2. Two alternative carriers may have better appetite based on the current profile.
Suggested action
Review alternative carrier options.
The impact
More time selling. Less time operating.
Give producers more time with clients, give operations teams more capacity, and give leadership a clearer view of the business.
More productive producers
Give producers the right opportunities, client context, underwriting insights, and carrier options before they engage.
Faster case placement
Keep requirements, carrier communication, underwriting, and delivery moving without constant manual follow-up.
More operational capacity
Handle more new business and policy servicing without growing administrative work at the same rate.
Better agency visibility
Give leadership direct answers across production, cases, producers, commissions, and the in-force book.
Connect your stack
Works with the systems you already use.
Klaris works across your existing systems and data without forcing your agency to rip and replace its technology stack.
Klaris integrates with:
- AgencyBloc
- AMS360
- Salesforce
- HubSpot
- Microsoft Dynamics 365
- Microsoft Outlook
- Gmail
- NICE CXone
- Five9
- RingCentral
- Regal
- Twilio
- iPipeline
- SureLC
- WinFlex
- Zinnia
- Snowflake
- Databricks
- Amazon Redshift
- PostgreSQL
- SharePoint
- Google Drive
Connect your existing stack. Klaris works across it.
Proven in production
Built with insurance operators.
Klaris is already being used inside a US life insurance distributor across leadership and operational workflows.
A US life insurance distributor uses Klaris across contact center optimization, quoting, and business performance, from prioritizing leads and generating quotes to tracking placement cohorts and commission insights, giving leadership and operations teams direct answers built into their daily workflows.
Built for trust
Agents do the work. Your team stays in control.
Klaris handles repetitive research, preparation, monitoring, and operational execution while keeping your team in control of decisions that require judgment.
Klaris
- Research
- Prepare
- Monitor
- Investigate
- Follow up
- Analyze
- Execute operational tasks
Your team
- Advise
- Recommend
- Approve
- Build relationships
- Make judgment calls
- Close
Agents handle the operational work. Producers and licensed professionals remain in control of advice, recommendations, approvals, and client relationships.
Security built into every layer.
Your data never reaches the model.
Klaris connects with read-only access, so it can never change your data. The AI sees only the structure of your data, never the actual values, and every result reaches you directly, without passing back through the model.
Every answer traces back to its source, so nothing is a black box.
Full customer isolation
Deployed as SaaS or fully on-premises within your own infrastructure, with complete data isolation between customers.
Encrypted, access-controlled
AES-256 encryption at rest, TLS 1.2+ in transit, plus SAML SSO and role-based access for every user.
No training on your data
Your data is never used to train models. Enterprise agreements with every model provider keep it that way.
Monitored and audited
12-month immutable audit logs, with zero standing employee access to customer data, granted just-in-time only when needed.
Security questions or questionnaires: security@klarislabs.com
See what Klaris can automate in your agency.
Walk us through your current workflows. We'll show you where Klaris can help your team sell more, move cases faster, and reduce operational work.
Book a 30-minute workflow reviewBuilt for insurance agencies & brokerages.