The 24/7 analyst your insurance agency can't justify hiring.
Klaris watches your distribution funnel from ad spend to net commission and shows you what's changing, and what to do about it, while there's still time to act, before month-end.
Built on the data you already run on.
Up and running in three steps.
Your distribution stack
The connected distribution funnel
What changed
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Step 1
Connect your distribution stack.
Klaris connects the systems behind your distribution funnel: lead sources, ads, CRM, dialer, AMS, carrier data, commission statements, warehouses, and files.
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Step 2
Klaris maps the distribution funnel, in your language.
Your definitions of MQL, submitted applications, and in-force. Your carriers, your channels, your nomenclature. Encoded once, used in every answer and every report.
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Step 3
See what changed, before the month is gone.
Marketing, finance, operations, and the CEO each ask in plain language and get the answer for their part of the chain, with the numbers behind it, while there is still time to act.
Built for the people who own the distribution funnel.
Klaris does the work a sharp analyst would, for each person who owns a piece of the distribution funnel.
Put spend where it actually pays off.
Your ad platform tells you which channel is cheapest per lead. It can't tell you which channel actually turns into policies and commission. Klaris follows every channel and affiliate all the way down, so you move budget toward what pays off, not just what looks cheap up top.
Know the commission number before month-end.
Stop waiting for commissions to confirm what you already feared. Klaris tracks Submitted Applications, delivered, and net commission by carrier as the month builds, so you see the number taking shape and can act while it still moves.
Cause
Contact rate down on Affiliate B
Next move
Hand top at-risk policies to win-back
Turn a drop into a specific action.
When something slips, Klaris doesn't just show a red number. It points to what's driving it and the concrete next move, which policy to call back, which team to check, framed around the dollars on the line.
Board-meeting ready, without the Sunday scramble.
The report, the Excel, the numbers for the meeting, filled in for you. Hand Klaris the shape you need and it populates it, with the reasoning attached, so you walk in ready instead of stitching spreadsheets the night before.
See where your growth is leaking, and where to push.
The same distribution funnel, read by the people who move it. Each sees what changed in their part of the business while there's still time to grow it, not just report on it.
Find the channel that's quietly converting best downstream, and the one draining budget, in time to move spend before the week's gone.
Watch the commission number build through the month and catch what's pulling it down while you can still change the outcome.
See execution slipping, then get the specific action and the person to hand it to, tied to the dollars it recovers.
One honest read of the whole business, the same numbers marketing, finance, and ops are already acting on, so nothing about the week surprises you.
Proof, on a real lead to cash chain.
Amplify Life Insurance connected its whole chain, from ad dollar to persisting premium, and put the answers in its leaders' own hands.
Amplify's data lived where a distributor's always does: ad platforms, a CRM, carrier feeds, commission statements, and a warehouse. Klaris connected read only in under an hour, then learned Amplify's own definitions, what counts as a qualified lead, a submitted application, an in-force policy, and which carriers and channels matter. From that point on, every answer and every report spoke Amplify's language, and every leader could ask for themselves.
Within an hour
from read only connection to the first useful answers
5 seats
CEO, CFO, CMO, COO, and Analytics, one chain
632
business questions answered
See what a 24/7 analyst would tell you about your distribution funnel.
Book a 30-minute demo and we'll show you where your growth is actually moving.
Book a demo