AI Policy Assistant - Help & Guides | ClearPolicy

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Help CenterAI Policy Assistant

AI Policy Assistant

Get instant answers to policy questions with our AI assistant

Categories

Getting Started Scenarios & Product Search AI Policy Assistant Fees & Calculations Broker Widgets Quotes & Sharing Reports & Documents Account & Settings Troubleshooting & FAQ Glossary

Introduction to the AI Assistant

Learn how to use the AI Policy Assistant to get instant policy answers.

Best Prompt Templates

Pre-built prompts for the most common policy questions.

AI-powered policy and pricing engine for asset & business finance brokers. Get accurate lender matches, calculations and policy checks in seconds—not hours.

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Made with ❤️ for finance brokers

Using the AI Assistant Effectively

Tips and best practices for getting the most from the AI Assistant.

Chat Features

Explore all the features available in the chat interface.