“less busy work means my team can focus on producing more premium”
August Fulker
Agency Owner
additional GWP generated
per producer
time saved
per day
win rate
per quote
never take manual notes again
real-time transcription captures everything clearly and accurately.
stop frantically typing and start truly listening. clarence's real-time AI transcription ensures every detail of your meeting is accurately captured, allowing you to stay fully engaged and confident that nothing will slip through the cracks.
auto-fill applications instantly
say goodbye to manual data entry.
clarence automatically fills out client applications from your meeting dialogue and public data sources, eliminating manual entry and human errors. spend your time closing, not copying and pasting.
generate follow-up emails effortlessly
ai-crafted follow-ups ready in seconds.
no more procrastination or rushed emails after meetings. clarence drafts personalized follow-up emails instantly, keeping your momentum going, nurturing relationships, and impressing clients with rapid responsiveness.
speed up your quote to bind time by 30-50%
get early access
security is fundamental
to everything we do
we keep your client data safe with world-class security and data privacy measures.
compliant
SOC-2, CCPA, ISO27001 compliant
dedicated security team
in-house security experts drive the secure development and operation of our products and infrastructure.
enterprise security
SAML SSO, audit logs, IP address allow-listing, data lifecycle management, and more to help you to meet your security objectives.
good to know
here are a few important things to note about clarence. if you still have questions, you can check out clarence explained.
Can Clarence really take notes just like me?
Yep! Clarence learns your unique voice and note-taking style, keeping your notes clear, personalized, and totally you—so you can ditch the paperwork and focus on clients instead.
How secure is my data with Clarence?
Super secure. Clarence encrypts your data end-to-end, stays ahead with regular security audits, and constantly updates defenses. We’ll also work closely with your compliance team, so everyone sleeps easy.
Will my compliance officer be cool with this?
Absolutely! Clarence makes compliance simpler, flagging important disclosures, client statements, and even picking up on subtle details. Plus, it can insert pre-approved compliance language right into your notes—keeping everyone happy.
How does Clarence know where notes belong in my CRM?
Easy. During setup, we’ll help you teach Clarence exactly where your notes need to land in your CRM. Everything stays tidy, editable, and always under your control.
How exactly does Clarence join and capture meetings?
Clarence hosts meetings directly within our secure, built-in video environment. Clients always know when meetings are being captured, and you can easily skip recording any meeting whenever you choose—no stress.
How does Clarence assign tasks to the right people?
We’ll spend a little time upfront getting to know how your brokerage assigns tasks. Then Clarence handles the rest—making sure tasks land exactly where they need to, hassle-free.
Can Clarence handle industry-specific insurance terminology?
Absolutely. Clarence is trained specifically on insurance lingo, policies, and procedures—so it speaks your language from day one.
Does Clarence integrate with my existing brokerage software beyond just my CRM?
Not just yet—but we're actively working on integrations, and they'll be here soon. Stay tuned!
How quickly can I get Clarence up and running at my brokerage?
Typically, we’ll have Clarence ready for your team in just a few days. We'll handle onboarding personally, making sure your brokerage is set up fast and accurately.
Can Clarence really take notes just like me?
Yep! Clarence learns your unique voice and note-taking style, keeping your notes clear, personalized, and totally you—so you can ditch the paperwork and focus on clients instead.
How secure is my data with Clarence?
Super secure. Clarence encrypts your data end-to-end, stays ahead with regular security audits, and constantly updates defenses. We’ll also work closely with your compliance team, so everyone sleeps easy.
Will my compliance officer be cool with this?
Absolutely! Clarence makes compliance simpler, flagging important disclosures, client statements, and even picking up on subtle details. Plus, it can insert pre-approved compliance language right into your notes—keeping everyone happy.
How does Clarence know where notes belong in my CRM?
Easy. During setup, we’ll help you teach Clarence exactly where your notes need to land in your CRM. Everything stays tidy, editable, and always under your control.
How exactly does Clarence join and capture meetings?
Clarence hosts meetings directly within our secure, built-in video environment. Clients always know when meetings are being captured, and you can easily skip recording any meeting whenever you choose—no stress.
How does Clarence assign tasks to the right people?
We’ll spend a little time upfront getting to know how your brokerage assigns tasks. Then Clarence handles the rest—making sure tasks land exactly where they need to, hassle-free.
Can Clarence handle industry-specific insurance terminology?
Absolutely. Clarence is trained specifically on insurance lingo, policies, and procedures—so it speaks your language from day one.
Does Clarence integrate with my existing brokerage software beyond just my CRM?
Not just yet—but we're actively working on integrations, and they'll be here soon. Stay tuned!
How quickly can I get Clarence up and running at my brokerage?
Typically, we’ll have Clarence ready for your team in just a few days. We'll handle onboarding personally, making sure your brokerage is set up fast and accurately.