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Description
Cluda is an innovative platform that leverages artificial intelligence to facilitate the analysis, comparison, and automation of insurance policy renewals, allowing brokers and insurance professionals to optimize their back-office processes by removing manual checks, decreasing the likelihood of errors, and accelerating essential tasks. By utilizing intelligent document ingestion, Cluda seamlessly uploads and standardizes intricate policy documents in various formats, including PDF and Word, while employing advanced optical character recognition (OCR) and AI to automatically extract critical data and clauses. Moreover, the platform generates straightforward side-by-side policy comparisons that clearly delineate differences in coverage, exclusions, and terms, providing direct links to the original documents for easy verification, thereby minimizing the chances of overlooking changes and ensuring compliance. In addition, Cluda organizes the extracted and analyzed data into customized renewal reports tailored to firm-specific templates, significantly reducing the time spent on manual reporting and improving client communication. Furthermore, it features an AI-driven assistant that offers support for coverage inquiries and insightful policy information, enhancing the overall user experience and bolstering decision-making capabilities for insurance professionals.
Description
Decerto Agent Portal is a comprehensive insurance agent management platform that helps insurers modernize sales, service, and relationship management across their distribution networks. The platform serves as a centralized workplace where agents can manage quoting, policy issuance, customer interactions, claims support, commission tracking, and renewals without switching between multiple systems. Real-time access to customer portfolios, performance metrics, commissions, and business insights enables agents and managers to make faster and more informed decisions. The solution includes dedicated modules for sales management, customer visibility, agent performance monitoring, dashboards, post-sale services, claims handling, and commission administration. Automated workflows reduce manual tasks associated with policy lifecycle management, helping agents focus more on customer engagement and revenue generation. Built on a flexible microservices architecture, the platform can scale to support large agent networks while maintaining high performance and reliability. Mobile-ready interfaces, cloud deployment options, and omnichannel capabilities allow agents to work effectively across devices and customer touchpoints. Robust security features, including encryption, Single Sign-On, OAuth2, and independent security audits, help protect sensitive insurance data. Decerto Agent Portal enables insurers to strengthen agent relationships, improve operational efficiency, and accelerate business growth.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Microsoft Word
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Cluda
Founded
2024
Country
United States
Website
www.cluda.ai/
Vendor Details
Company Name
Decerto
Founded
2006
Country
ul. Złota 59 00-120 Warszawa Poland
Website
www.decerto.com/us