ClearMark is an AI-powered intelligence platform that alerts professionals to their clients’ immediate needs by detecting changes in life and business events. By continuously monitoring your book of business, we alert the producer when an opportunity or risk deserves attention. Instead of waiting until renewal, ClearMark helps you engage clients at exactly the right time.
Your AMS and CRM stores and organizes what you already know about your clients.
We continuously monitor your book of business to detect what has changed in their lives. We then inform you who to contact, information about the life event that happened, and where the greatest opportunities and risks exist.
ClearMark is the intelligence layer that helps your existing systems become proactive instead of reactive.
No.
ClearMark doesn’t sell lists or dump raw data into your system. It combines multiple trusted data sources with your own client information to generate prioritized, actionable opportunities your producers can actually use.
No.
ClearMark is designed to work alongside your existing AMS and CRM — not replace them. It enhances the systems you already use by continuously monitoring thousands of external data sources and matches them to your individual book.
Our AI-powered intelligence helps you identify opportunities, reduce risk, and prioritize client outreach.
ClearMark detects meaningful life events, business changes, behavioral shifts, retention risks, cross-sell opportunities, and other signals that indicate when a client may need additional guidance or coverage.
Insurance needs don't change only at renewal — and neither does ClearMark. Our platform continuously monitors thousands of trusted data sources, alerting you to meaningful client changes as they become available so you can engage clients at the right time, not months later.
When a qualified signal is detected, ClearMark alerts the appropriate user, explains what changed and why it matters, and recommends the next best action — making it easy for producers to engage clients in relevant conversations.
No.
It replaces manual searching and surfaces actionable event insights that is missing today, delivering prioritized opportunities. Instead of reviewing hundreds or thousands of accounts looking for activity, producers spend their time talking with the clients who matter most today.
ClearMark integrates into your existing operation by identifying the clients who deserve attention today.
Instead of replacing established processes, it helps producers prioritize proactive outreach between renewals.
Clients are more likely to stay with advisors who consistently provide value. ClearMark helps you identify meaningful life and business changes early, so you can reach out with timely advice that reinforces trust, strengthens relationships, and reduces the likelihood of losing business.
ClearMark identifies natural cross-sell, upsell, and advisory opportunities tied to real client events, enabling producers to have timely conversations that feel helpful rather than sales-driven.
Yes.
Instead of relying on producers to remember every account or manually search for opportunities, ClearMark continuously prioritizes where their attention creates the greatest business impact.
Both.
ClearMark reduces time spent searching for opportunities while simultaneously helping producers retain more business, uncover additional coverage needs, and generate more organic growth from their existing book.
Without continuous monitoring, producers often miss silent client changes that create retention risks or new sales opportunities.
Those missed conversations frequently become lost revenue that producers never realize existed. Unmatched events become new revenue opportunities.
ClearMark securely ingests only the client information needed to optimize the matching of your book of business with millions of verified life, business, property, and risk-related events each year and to produce the recommend actions. Those events are identified and matched from thousands of trusted government, regulatory, commercial, and other authoritative data sources, helping you identify meaningful client changes and opportunities as they occur. ClearMark does not scrape the open internet for information.
Yes.
ClearMark is designed to prioritize meaningful signals rather than overwhelm producers with noise. Every alert is intended to provide clear context about what changed and why it matters.
Absolutely.
ClearMark uses enterprise-grade encryption, strict access controls, continuous monitoring, and is built around leading security and privacy standards, including SOC 2 Type II, ISO 27001, GDPR, CCPA, and ISO 42001 compliance.
No.
ClearMark uses AI to transform vast amounts of data into prioritized opportunities and actionable insights, helping you know who to contact and why. It never automates client relationships or replaces the expertise, judgment, and personal connections that only you can provide.
No.
ClearMark never communicates with your clients on your behalf. It provides insight and recommendations while keeping your producer fully in control of every client interaction.
ClearMark is built for insurance professionals who want to make every client relationship more valuable. Whether you're managing a personal book of business or leading a large organization, ClearMark helps you uncover opportunities that are often missed between renewals.
ClearMark delivers the greatest value to professionals who want to gain important insights that otherwise would not be surfaced. If you're a producer who wants to strengthen client relationships, improve retention, uncover cross-sell opportunities, and spend less time searching for opportunities, ClearMark is built to help you do it at scale.
Getting started is quick and easy. ClearMark is designed for a fast, seamless implementation, so you can begin benefiting from timely insights without a lengthy setup or extensive training.
Once your book of business is ingested, ClearMark immediately begins identifying meaningful client events and continuously surfaces actionable insights and opportunities as they occur.
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