ClaritAI gives your agency the resources, prompts, and education to adopt AI confidently, safely, and effectively — staying ahead while your competition figures it out.
Designed specifically for insurance workflows.
Ask any AI adoption question and get insurance-specific answers — which tools to use, how to implement them, and what actually works for agencies.
Answer 5 questions about your agency and get a personalized AI tool stack with vendor evaluations for each recommendation.
20-question assessment across all 4 SAFE pillars. Walk away with a scored report and a prioritized action plan you can act on the same day.
120 insurance-specific prompts across 8 workflows — quoting, renewals, claims, marketing, and more. Copy and deploy instantly.
A personalized 30/60/90 day action plan built around your agency size, lines of business, and priorities.
Answer 4 questions and walk away with a complete written AI usage policy for your agency — ready to share with staff and your E&O carrier.
Type any AI tool name and get an instant assessment of its safety for insurance agency use — data handling, privacy, and our recommendation.
The 4-pillar framework that powers everything in ClaritAI: Security, Accuracy, Fair Use, Efficiency.
Concrete deliverables — not just information.
Written specifically for insurance agency workflows — not generic business writing.
Write a proactive email explaining a personal lines renewal rate increase. Explain industry trends, what you did to minimize it, and offer 2 options to manage the cost...
Write an immediate response email for a client who just reported an auto accident. Include: what to do right now, what NOT to do, carrier claims contact...
Write a plain-language explanation of what a Broker of Record letter is and why signing one benefits the prospect. Confident and transparent...
Write a professional follow-up email based on the following conversation notes. Include: what was discussed, what was agreed upon, next steps...
Every tool and prompt is grounded in a practical 4-pillar approach to AI adoption in insurance.
Know which tools can touch client data and which cannot. Keep your clients' information where it belongs.
AI drafts, humans approve. Every client-facing output gets a licensed set of eyes before it goes out.
Understand the regulatory landscape around AI in insurance so you're never caught off guard.
Measure what's working. Build workflows that genuinely multiply your output without adding complexity.
Get the AI strategy that captive agents at big carriers already have — without the corporate IT department.
Build a consistent AI workflow across your team without spending months figuring it out from scratch.
Personal lines, commercial, life & health, or all of the above — every tool adapts to how your agency works.
Generated a complete AI usage policy in under 20 minutes — ready to share with staff and our E&O carrier.
The Safety Assessment identified compliance gaps we didn't know we had. Agencies know exactly what to fix the same day they sign up.
The 120-prompt library is built for daily use. Copy, paste, send. Agencies report cutting email drafting time in half.
No subscription. No tiers. No upsells. Pay once, own it.
Less than one hour of your billable time. Saves dozens every month.
Most agents have their first AI-drafted email out the door within an hour of signing up. The Prompt Library is copy-and-paste ready. The Safety Assessment takes about 5 minutes and gives you a scored action plan on the spot.
Yes. Every tool is designed to be used without technical knowledge. If you can use email and Google, you can use ClaritAI. The AI Advisor answers questions in plain language, the prompts are copy-and-paste, and the assessments are simple click-through quizzes.
Only if they create real problems for your agency. The Tool Safety Checker gives honest assessments — some free tools genuinely aren't appropriate for client data, and we'll tell you that. But we'll also tell you what the better alternative is.
Yes — the AI Advisor is configured with insurance-specific knowledge including carrier awareness, AMS context, and the SAFE Framework. It's not a generic AI chatbot — it gives answers grounded in how independent agencies actually operate.
Great — ClaritAI helps you use them better and fill in the gaps. The Tool Finder and Tool Checker can evaluate what you already have. The Prompt Library and Roadmap work with whatever tools you're already on.
ClaritAI gives you the education, tools, and ready-to-use resources to operate smarter, serve clients better, and build the workflows you want.