Acturis Integration Tools for UK Brokers

Connecting the Dots: Cluda.ai's Integration Strategy and Applied Systems Add-ons

Cluda.ai understands that you do not need another standalone system. You need tools that improve your existing infrastructure, not replace it. Our approach is to integrate intelligently, ensuring that our AI capabilities enhance your current platforms, like Acturis and Applied Systems, without requiring a complete overhaul.

Here is how we help bridge the gap:

• The Power of the API: Cluda.ai offers developer-first API Integrations for seamless data exchange. This creates a two-way street. For example, policy data processed by Cluda can be pushed back into your CRM or policy administration system, reducing errors from manual re-entry. This means Cluda can take your client schedules, extract key data points, and then feed those structured data points directly into your Acturis or Applied Systems records.
  
  

• Unlocking Trapped Information: Consider all those Policy Wordings and Schedules attached within your Acturis client files. Cluda can ingest these documents, extracting critical clauses, limits, and exclusions. Imagine automatically populating comparison matrices for renewals directly from these files, rather than manually transcribing details. This allows your team to focus on advising clients, not administrative tasks with your back-office.
  
  

• Enhancing Client Service: Once Cluda has processed your policy documents, our AI Assistant can provide immediate, cited answers to coverage queries. This happens within a secure Client Environment, using only your firm's specific policy data. This means clients receive answers quicker, moving from 'I'll have to check' to 'Based on your policy, here's the answer,' often with direct citations. Our Client Environment also assists with drafting communications, directly linking to specific policy details.
  
  

• Streamlined Renewal Reports: Drafting renewal reports is often a significant time-sink. Cluda's ability to compare policies, highlight changes, and standardise data can directly feed into your existing Word templates. Our Renewal Reports functionality maps this comparison data, significantly cutting the time spent on formatting and populating documents. You keep your branding and structure; we fill it with precision.

Security and Workflow: No 'Shadow AI' Risks for your Tech Stack

Integrating new tools always raises questions of security and data governance. You are right to be concerned about 'Shadow AI' risks, where staff might use public tools for sensitive client data. Cluda.ai mitigates this by providing a secure, dedicated environment. All data processing occurs on UK/EU servers, addressing any data sovereignty worries within your broking ecosystem.

Our platform doesn't aim to rip out your existing systems. Instead, it acts as an intelligent layer, enhancing your current workflows. Your junior staff can use our Policy Comparison capabilities to spot silent exclusions or subtle changes, reducing oversights and mitigating E&O exposure. The broker remains the 'Human-in-the-Loop', reviewing all AI-generated drafts. These tools make your team more efficient and more precise, not replacing their judgment.