Clerica

Clerica Clerica embraces the latest AI technology, backed by experienced brokers and a software team to simplify your protection advice and administration process.

The future of protection advice is here.Clerica combines AI with adviser expertise to streamline administration, improve...
28/08/2026

The future of protection advice is here.

Clerica combines AI with adviser expertise to streamline administration, improve efficiency and help firms spend more time where it matters most with their clients.

See how AI can help you hit your protection targets.

👉 Book a demo today - bit.ly/3RXTY7d

Introducing Clerica.An AI-powered platform designed to simplify protection advice from start to finish.Generate smarter ...
27/08/2026

Introducing Clerica.

An AI-powered platform designed to simplify protection advice from start to finish.

Generate smarter recommendations, reduce administration and keep every stage of the advice journey organised and consistent.

It's protection advice, reimagined.

👉 Book a demo - bit.ly/3RXTY7d

24/08/2026

A busy Monday morning for us at Clerica 👋

We had five new firms sign up at the end of last week, so we’re now getting everything ready to welcome them on board.

From setting up branding and recommendation letter templates to helping each firm streamline their admin and speed up the protection advice process, there’s plenty happening behind the scenes.

It’s an exciting start to the week for us, and we’re looking forward to seeing these new firms get started with Clerica.

Want to see how we could support your firm?

👉 Book a demo today - bit.ly/3RXTY7d

21/08/2026

A huge thank you to everyone who joined us for the Clerica launch event at Nusara in Westbourne! 🙌

It was great to officially introduce Clerica and show how our AI-powered platform can help mortgage and protection advisers save time on administration, reduce duplication and make the protection advice process more efficient.

We hope you enjoyed the event, learnt more about the technology behind Clerica and came away with a better understanding of how it could support you and your business.

Want to see Clerica in action?

👉 Book a demo today - bit.ly/3RXTY7d

Clerica was created by people who understand the realities of protection advice.By automating paraplanning, research and...
31/07/2026

Clerica was created by people who understand the realities of protection advice.

By automating paraplanning, research and routine administration, advisers can focus on building relationships instead of completing repetitive tasks.

AI handles the admin.
You deliver the advice.

👉 Register your interest - clerica.uk/register-interest

Your expertise shouldn't be spent rewriting notes or completing admin.Clerica captures key information, supports parapla...
29/07/2026

Your expertise shouldn't be spent rewriting notes or completing admin.

Clerica captures key information, supports paraplanning and automates documentation so advisers can move from client meeting to recommendation much more efficiently.

Spend more time advising and less time typing.

👉 Register your interest - clerica.uk/register-interest

Built specifically for UK financial advisers, Clerica removes the repetitive admin that slows your day down.From client ...
25/07/2026

Built specifically for UK financial advisers, Clerica removes the repetitive admin that slows your day down.

From client fact finds and research to recommendations and documentation, Clerica helps you spend less time on processes and more time with your clients.

Built by advisers, for advisers.

👉 Register your interest - clerica.uk/register-interest

The future of protection advice starts here.Clerica is officially live - bringing AI-driven insight and efficiency to UK...
16/02/2026

The future of protection advice starts here.

Clerica is officially live - bringing AI-driven insight and efficiency to UK financial advisers from day one.

Explore the platform today 👉 clerica.co.uk

Register Now!Admin is heavier.Margins are tighter.Clerica is designed to help advisers reduce risk and maintain consiste...
09/02/2026

Register Now!

Admin is heavier.

Margins are tighter.

Clerica is designed to help advisers reduce risk and maintain consistency across every case.

🚀 Launching soon.

You trained to advise, not to spend hours on notes and paperwork.Clerica helps cut admin time and keep your focus on cli...
09/02/2026

You trained to advise, not to spend hours on notes and paperwork.

Clerica helps cut admin time and keep your focus on clients.

The new platform for protection advisers is almost here.

👉 Watch this space!

Address

21 Albany Park, Cabot Lane
Poole
BH177BX

Telephone

+441202666555

Website

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