02/09/2026
Rethink How You Conduct Protection Sales
Before the meeting, you're checking the file and working out what to ask. In the meeting, you're trying to listen properly while capturing every detail. After the meeting, you're writing it all up, building the recommendation, and checking documents match before you can close the case.
Clerica supports you at every stage:
🎙️ Captures your client conversations and turns them into structured fact finds automatically
⚡ Generates a holistic protection recommendation in seconds, covering Life Cover, Critical Illness Cover, Income Protection and Family Income Benefit
✍️ Produces professional, compliant suitability letters once your client chooses their cover
🔍 Automatically names, cross-checks and verifies provider documents against the fact find, catching errors before they become compliance issues
The result?
⏱️ Save hours on administration
🗂️ Simplify client management
🛡️ Reduce compliance risk
🚀 Less time on paperwork, more time growing your protection sales
You didn't get into this profession to do admin.
👉 Book a demo - bit.ly/3RXTY7d
