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Average Ratings 0 Ratings

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ease
features
design
support

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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

TradeGuard is a compliance management solution designed to help contractors and property managers stay ahead of expired insurance documents and missing subcontractor paperwork. The platform centralizes COIs, licenses, tax forms, OSHA records, bonds, lien waivers, signed contracts, and other required documents in one organized dashboard. Instead of relying on spreadsheets and email reminders, users can set automated alerts at intervals such as 90, 60, 30, 7, and 0 days before expiration. TradeGuard allows subcontractors to upload documents directly through a secure portal link without needing to create an account. Its smart extraction feature reads standard COI forms and insurer-issued PDFs to capture policy details and schedule alerts automatically. The system checks documents against state requirements across all 50 states and Washington, DC, helping users identify missing licenses, registrations, or safety records. TradeGuard also flags policies that fall below required coverage limits and provides a compliance score across the full subcontractor roster. Additional features include tamper detection, PDF metadata analysis, broker confirmation, QuickBooks Online vendor import, and payment compliance review. The platform helps businesses reduce liability exposure, streamline document collection, and enforce compliance before projects begin.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

Microsoft Word

Integrations

Microsoft Word

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$150/month
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

TradeGuard

Founded

2026

Country

United States

Website

trade-guard.pro

Product Features

Alternatives

Alternatives