The full health report of your lead to cash chain.
What happened, where the problem is, where to dig, and how to fix it. Klaris watches your whole chain, flags problems before they hit your books, and writes the answers in your company's own language.
Live within an hour. No new dashboards to learn.
Delivered premium pacing 14% below the last 8 same weekdays.
Prioritize delivery follow ups on the affected carrier this week.
Every Monday, someone rebuilds this report by hand.
Across the distributors we work with, the same thing happens every week. The marketing leader assembles a channel tracker. The CFO writes the weekly narrative for the board. Each one is stitching the same picture together from different systems, after the fact.
You find out after it hits the books
A soft submission week, a carrier slowing down, a cohort starting to lapse. By the time it shows up in reporting, the damage is done and the CEO is already asking why.
The picture lives in pieces
Marketing sees the top of the funnel. Finance sees the cash. The truth about a channel or a carrier lives across systems nobody joins, so the full chain stays invisible.
Numbers, not answers
Dashboards answer the first question and create ten more. What leaders actually need is where the problem is, why it moved, and what to do about it. Not another grid.
They do not need more dashboards. They need the whole chain watched for them, the problem flagged early, and the answer ready in their own language.
Your whole lead to cash chain, watched.
From the first ad dollar to the premium that stays on the books. Klaris connects every stage and watches each one in your own definitions. Select a stage to see what it covers.
From watched, to flagged, to explained, to fixed.
One platform that carries a problem all the way from detection to decision.
Your weekly executive report, written for you.
What happened, what changed on a like for like basis, where to look, and what it means. Generated on schedule, in your company's narrative, ready to share with the board before you finish your coffee.
Flagged the day it breaks pattern.
Klaris compares this week to the same point in prior weeks, factoring out maturation, and raises a flag the moment something moves off its normal pattern. With the driver attached, not just the number.
Applications pacing 18% below the last 8 same weekdays.
Driver: connect rate fell on one calling team. Lead volume and channel mix are clean. Tap to dive in.
The checklist a great analyst would run.
When a number is down, Klaris works the diagnosis in order: people, channels, carriers, lead quality, premium mix. It rules causes out, names the one that matters, and shows its work.
- PASS Sales team online and dialing
- PASS Lead volume vs prior weeks
- PASS Channel and campaign mix
- FOUND Carrier delivery lag rising on one carrier
- PASS Average premium and product mix
MQL, CAS, inforce. Your words, not ours.
Ask in plain English and chase ten follow ups in one sitting. Klaris answers in your company's own definitions, shows the query behind every answer, and when it is not sure what you mean, it asks instead of guessing.
Where the month lands. Who is about to lapse. Where the next dollar goes.
Projections of where you finish at this pace. Lapse risk ranked with the premium at stake and who to call. Spend suggestions by channel based on what actually places and persists, not what looks cheap.
Weighted by placed, persisting premium after chargebacks and lapse.
from connection to first answers, on your real data.
a marketing leader runs in one sitting, no analyst in the loop.
watched end to end, from ad dollar to persisting premium.
outperformed by our lapse prediction model in a live evaluation.
Amplify runs its chain on Klaris.
Amplify Life Insurance, a digital life and annuity distributor, was live within an hour. Today their leaders get to their own answers, across the whole chain, every day.
Read the case study- The CMO cuts the funnel any way she needs, down to campaign and affiliate page level, and runs ten follow ups in one sitting.
- The CFO projects where the month lands and watches the week like for like against prior weeks, something no dashboard gave him.
- The CEO interrogates persistency year over year in plain English, with her own definitions.
- The lapse model outperformed a vendor with more than 10 years in predictive analytics.
Connected in an hour. Speaking your language by lunch.
Connect
Read only access to your warehouse and the systems around your funnel. Nothing to rip out, no new dashboard to learn.
Live within an hourIt learns your language
Your definitions of MQL, CAS, and inforce. Your carriers, your channels, your nomenclature. Encoded once, used in every answer and every report.
Your definitionsIt watches and reports
The Monday report arrives written. Flags arrive the day something breaks pattern. Every question in between is one ask away.
Always onBuilt to be trusted with the numbers that go to your board.
Shows its work
The query and the reasoning behind every answer, open for inspection. Nothing arrives as a black box.
Asks instead of guessing
When a question is ambiguous, Klaris echoes back what it thinks you mean before it answers. No confident wrong answers.
Flags suspect data
Attribution that looks wrong gets surfaced to be fixed, not silently averaged into your numbers.
Your data stays yours
Klaris runs against your environment with read only access. Your data does not leave your control.
Questions, answered plainly.
What is Klaris?
Klaris is an AI analytics platform for insurance distributors. It connects your whole lead to cash chain, watches it continuously, flags problems with the driver attached, and answers questions in plain English using your company's own definitions.
How long does it take to go live?
Within an hour for most teams. Klaris connects to your existing warehouse and systems with read only access. There is nothing to rip out and no new dashboard to learn.
Does Klaris replace our dashboards or our analytics team?
No. Your dashboards keep doing what they are good at, and your analysts get the ad hoc question load off their plate so they can do the deeper work. Klaris covers the questions dashboards were never built for, and the follow ups that used to wait in a queue.
How does Klaris learn our definitions?
During setup, Klaris encodes your nomenclature: what counts as an MQL, what CAS means, how inforce is defined, your carriers and your channels. Every answer and every report then speaks your language, not a generic one.
What happens when Klaris is not sure?
It asks. When a question is ambiguous, Klaris echoes back what it thinks you mean instead of guessing. And every answer shows the query and reasoning behind it, open for inspection.
What does Klaris connect to?
Cloud warehouses such as Amazon Redshift, plus the systems around your funnel: CRM, ad platforms, carrier feeds, and commission data. Read only access, in your environment.
See your chain's first health report.
Book a 30 minute demo and we will show Klaris on data shaped like yours: the report, the flags, the root cause, and the follow ups.