Manage 500 clients with the staff of 200.
Automated renewals, real-time COI tracking, structured submissions, and a connected marketplace — all from one dashboard.
Insurance brokers are drowning in manual processes — chasing renewal data from clients, formatting submissions for carriers, tracking COI expirations across hundreds of policies, and reconciling commissions from multiple carriers.
How much are gaps costing you?
Two minutes. No signup. The full operational footprint Clerxi covers — direct compliance plus indirect savings — modeled against your operation.
- Lost to missed deadlinesi1.8% of contract volume — public-works industry benchmark from claims preserved across pilot customers. ClaimNavigator™ catches the 5-day notice, the CO window, the DRB filing.ClaimNavigator™ · Public works benchmark$720,000
- Penalty exposure pre-emptediDAS / OSHA / DBA penalty exposure averaged across pilot customers; saturates with portfolio size (sqrt scaling on project count).DAS · OSHA · DBA$84,749
- Insurance renewal savingsiBroker's market activity is visible in real time — no last-minute renewal surprises. ~5% of premium saved through transparent shopping. Modeled at 0.06% of revenue.Transparent broker shopping$24,000
- Wage-claim defense avoidediGPS-stamped, geo-fenced timesheets defeat false / exaggerated wage claims at the door. Defense alone runs $20–50k per claim. Modeled at $8k per project, capped at $200k.GPS geo-fenced timesheets$80,000
- OSHA inspection readinessiOSHA 300 / 300A / 301 logs always current. RiskScore™ data ready. Penalties for incomplete logs disappear; inspection cycles shorten. ~$5k per project, capped at $125k.300 log always current$50,000
- Crew + fleet dispatch efficiencyiTelematics + crew dispatch eliminate idle time, mis-dispatch, dead-haul. ~0.2% of revenue across crewed work.Telematics + dispatch$80,000
- Compliance ops automatediTiered savings: 60% (1–2 FTE) / 75% (3–5 FTE) / 85% (6+ FTE), applied to fully-loaded $85k FTE.Tiered by team size$102,000
Estimates from public-works benchmarks. Direct compliance + indirect operational. Bring your last project on the demo and we'll model it against your real loss runs.
Measurable impact.
These aren't projections. They're pilot customer averages.
Six core
capabilities.
Client Management
Centralized dashboard with policy overview, risk scores, renewal status, communication history.
Renewal Pipeline
Automated 90-day pipeline with task tracking, deadline alerts, status visibility per policy.
COI Tracking
Real-time certificate tracking with auto-expiration alerts, compliance gaps, holder notifications.
Structured Submissions
Generate clean, data-rich submissions with verified payroll, classification, loss history.
Commission Tracking
Track per policy/carrier/client with automated reconciliation and revenue forecasting.
Marketplace
Connect clients to multiple carriers, compare quotes side-by-side, bind from one platform.
Built for brokers.
On purpose.
- 01Manage 5x more clients without adding headcount or admin staff
- 02Automated renewal pipeline eliminates manual tracking and missed deadlines
- 03Structured submissions with verified data that carriers prefer to quote
- 04Real-time COI tracking across all clients, policies, and holders
- 05Commission tracking with automated carrier reconciliation and forecasting
- 06Client self-service portal for document access and certificate requests
- 07Connected marketplace with multiple carrier options and side-by-side quotes
- 08Retention analytics to identify at-risk accounts before they churn
Ready to see
the portal?
Book a 30-minute demo tailored to brokers.