Grow the book,
not the back office.

The AI analyst for commercial P&C. Every servicing task managed end to end, so your team can focus on relationships.

2.5x+
capacity per account manager
95.7%
faster on routine servicing tasks
24/7
availability. No sick days.

More accounts per manager & more time growing them.

Proven on live books of business

National P&C agency

Docshield deployed their AI analyst, Sully, with Clad. Sully now leads servicing for all accounts.

84%
hourly savings vs. onshore labor
99.9%
completion across all workflows
LIVE
5,989
Emails read
5,967
Emails drafted
31,618
Documents handlediEach instance Sully touches a file (saving down, gathering context, fully parsing etc.)

Built to run everything except the relationships

Every deliverable drafted and every work stream managed. Your servicing team's only job is to review and approve.

Loss runs
Submissions
Follow-ups
COIs
Proposals
Endorsements
Renewals
Loss runsLakeside Dermatology

Your analyst: We got Lakeside Dermatology’s prior COI and release authorization. Can I request loss runs?

CARRIERAdmiral Insurance
POLICY NO.CAP-EO-889174-03
Approve
Edit
Cancel

Enterprise infrastructure for AI agents

An AI employee is only as good as the systems that train, supervise, and support it. Clad is built as the whole operation, not a tool your team has to manage.

Built to your workflows

Your analyst is trained on your SOPs and runs them the way your best account manager would: your templates, your phrasing, your escalation rules.

Deployment and support

Live within 4 weeks, with a dedicated team through onboarding and beyond. Start with a few tasks or a whole desk, and scale from there.

Safety

Designed so it never increases your E&O exposure: every piece of work or correspondence the analyst drafts is presented to a licensed human for review and approval.

Observability

A 24/7 feed of your analyst's activity, with every action traced and every correction logged, while we run constant QA and tune performance.

System agnostic

Clad works with all your current tools, even if they vary by team.

Microsoft OutlookOutlook
Microsoft ExcelExcel
Microsoft PowerPointPowerPoint
Microsoft SharePointSharePoint
Applied SystemsApplied Epic
VertaforeAMS360
SalesforceSalesforce
HubSpotHubSpot

Your book is never shared.

Everything sensitive lives in your dedicated tenant: a logically isolated database, with every query scoped to your brokerage. It stays your property, and it leaves with you if you ever do.

YOUR DEDICATED TENANT
YOUR BOOKClient lists and documents
YOUR CARRIERSCarrier relationships and correspondence
YOUR KNOW-HOWYour processes, templates, and phrasing

Built to think like an employee, not a tool

Fig 01: Your AI analystDrag to spin

Point solutions run one fixed script. Your analyst brings the anatomy of an employee.

No more manual COIs.

Request a demo