Klaris is the command center for insurance revenue. It connects marketing, sales, carrier outcomes, and commissions into one view — so you see what's working, what's leaking, and what to do next.
Free for 7 days · No credit card required · Runs in your environment
The path from a marketing dollar to a commission check runs across four systems that don't talk to each other. The money leaks in the gaps.
Leads, dispositions, carrier decisions, and commissions all live apart. Connecting them is manual and repeated.
A placement dip or a chargeback spike only surfaces when someone notices and reconciles by hand.
A leak can run a month before it shows up — and longer before anyone finds the cause. It compounds the whole time.
Every link in the chain leaks. Here's where, what it costs, and how fast you'll see it.
of web leads are never followed up; the rest wait ~47 minutes. — IIABA; Velocify
Klaris shows speed-to-contact by source and producer, and flags where paid leads go cold.
average insurance conversion vs best-in-class — the gap is revenue on the table. — The Digital Bloom
Klaris tracks conversion end to end and tells a real drop from a channel-mix shift.
of applications arrive not-in-good-order vs a 4–10% best-in-class rate. — Hexure; Datos
Klaris breaks pending-requirement flags out by channel and finds where they concentrate.
acquisition cost and margin are usually only known after commissions settle.
Klaris shows blended acquisition cost by cohort, with maturation built in, and margin by channel.
estimated commission leakage per producer, per year. — unLocked CRM
Klaris ties commissions to cohorts, tracks chargebacks, and models cash timing by carrier.
improving retention 5% can lift profit 25%+; every lapse is acquisition cost that never matures. — Bain; LIMRA-SOA
Klaris tracks in-force and persistency by cohort — the base for predicting lapse early.
From lead acquisition to delivered policy to commission cash — in one place.
Marketing, sales, ops, and finance work from the same funnel truth, on your definitions.
When a number breaks pattern, Klaris flags it with the likely cause — before month-end.
Turn live funnel movement into reliable premium, commission, and cash expectations.
What changed, why, what it means for revenue — with the work shown behind every answer.
Investigates the cause across channel, carrier, cohort, and producer — with the evidence.
Your metrics, your definitions, your terminology — held to on every answer.
From a marketing dollar to placed premium to commission — one question spans it all.
The reasoning and the exact query behind it — an audit trail finance and carriers trust.
Runs in your environment. Never moved, shared, or used to train any model.
More carriers, channels, and producers — without more analysts.
Follow every dollar to placed premium and commission — and walk into board and carrier meetings with the chain already reconciled.
Model acquisition cost with maturation built in, track chargebacks and cash timing by carrier, and pressure-test the forecast live.
See placement and conversion by carrier and channel the moment they shift, and move focus to what's converting.
Tell quality from volume within the day, and cut the channels that look busy but quietly lose money.
Catch NIGO and pending-requirement spikes by channel and carrier before they choke the pipeline.
Point Klaris at your CRM, dialer, carrier and commission data. Your data stays where it is.
Klaris maps your data and your definitions — "placed," "qualified lead," "in-force." Hours, not weeks.
Ask in plain language; get a clear answer with the reasoning behind it, in under a minute.
Connect your sources and run your whole lead-to-cash chain — and every leak in it — from one command center, in an hour.