Expert implementation, training and integration services for finance brokers. Get up and running in days, not months. We configure, you close.
From initial setup to ongoing optimization, we handle every aspect of your ClearPolicy implementation.
Custom CRM setup tailored to your brokerage. Custom fields, pipelines, views, and workflows configured for your exact process.
Build automated workflows that save hours. Auto-assign deals, trigger emails, update statuses, and notify teams—all without manual work.
Configure lead capture forms, embed widgets on your site, and set up automated lead routing to your team.
Set up AI document validation, classification, and automatic data extraction. Stop manually checking documents.
Migrate from spreadsheets, old CRMs, or other systems. We handle the data mapping, cleaning, and import.
Connect ClearPolicy to your existing tools. Accounting software, lender portals, marketing platforms—we integrate it all.
Live training sessions for your team. Screen-sharing walkthroughs, documentation, and ongoing support channels.
Configure audit trails, client consent forms, data retention policies, and ensure your setup meets regulatory requirements.
We learn about your brokerage, current process, pain points, and goals. 30-minute consultation to scope the project.
We create a detailed plan: what we'll configure, migrate, integrate, and train. Clear timeline and deliverables.
We build your CRM, set up automations, migrate data, and configure everything according to the plan. You review and approve.
Live training for your team. We walk through every feature, answer questions, and provide documentation. Then you go live.
We don't disappear. Ongoing support, optimization recommendations, and help as your needs evolve.
Live in 3-7 days, not 3-7 months. We've done this before. No trial and error on your dime.
Built for asset finance and mortgage brokers. We understand lender panels, commission structures, compliance.
We work around your schedule. Migrate data without downtime. Train teams in convenient sessions.
Our implementation methodology is battle-tested. Clear milestones, regular check-ins, guaranteed outcomes.
Your team learns the system inside and out. Videos, docs, live Q&A—whatever it takes.
We don't vanish after launch. Slack/email support, optimization calls, feature updates.
Starting from scratch. Need everything set up: CRM, forms, automations, website widgets.
Complete greenfield setup in 5 days. CRM configured, forms live, widgets embedded, team trained.
Running business on Excel. Losing deals, can't track pipeline, no visibility into team performance.
Migrate all client data, build custom pipelines, set up dashboards. Zero data loss.
Adding team members. Current system can't handle volume. Need better automation and reporting.
Build scalable workflows, set up role-based access, create executive dashboards.
Audit trail requirements, client consent tracking, data retention policies not in place.
Configure audit logging, consent forms, automated compliance workflows and reports.
No hourly billing surprises. We scope the project, quote a fixed price, and deliver on time and budget.
Book a 30-minute discovery call. We’ll scope your project and give you a fixed-price quote within 24 hours.
hello@clearpolicy.ai · Response within 4 hours · No obligation quote