Amplify's leaders were running a fast-growing distribution business across a CRM, a dialer, carrier portals, and commission statements. Within an hour of going live with Klaris, the CEO, CFO, and their teams were answering questions across the entire funnel themselves — no analyst queue, no waiting.
Marketing, sales, carriers, and commissions in one connected view.
Leadership gets answers directly — no analyst in the loop.
From a question to a reconciled answer, with the work shown.
Our lapse model beat a vendor with 10+ years' experience.
Amplify writes business fast, across multiple carriers and lead channels. But the picture of how a marketing dollar became a placed policy and then commission cash was scattered — leads in the CRM, calls in the dialer, decisions in carrier portals, money in commission statements.
Answering a simple "why did this move?" meant one person stitching it together by hand. By the time the answer landed, the cohort had already moved — and the same questions came back the next week.
Klaris became the place Amplify's leaders go to understand the funnel — across every team that touches revenue.
Leadership can see blended acquisition cost and margin by cohort — and act on it before a quarter closes, not after commissions settle.
The team sees conversion end to end, by carrier, channel, and cohort — and can tell a real decline from a simple shift in channel mix.
Marketing can tell which sources bring quality, not just volume — and stop funding channels that look busy but don't place.
Finance sees commissions tied to the cohorts that earned them, tracks chargeback exposure, and plans cash with far more confidence.
Klaris tracks in-force and persistency by cohort — the foundation for getting ahead of lapse and surrender. In a head-to-head, Klaris's lapse model outperformed a vendor with 10+ years in predictive analytics.
Klaris connected Amplify's marketing, CRM, dialer, carrier, and commission data — with the data staying in their environment.
It picked up Amplify's own definitions — placed, qualified lead, in-force — so answers matched how they actually run.
Adoption spread from one user to leadership across marketing, finance, and operations — all self-serving the funnel.
Connect your sources and run your whole lead-to-cash chain — and every leak in it — from one command center, in a day.