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Top insurance companies trust cleversoft with compliance.

cleversoft is a one-stop shop for modern regulatory compliance solutions, built to handle the toughest demands of today's insurance industry. Whether you need audit-compliant regulatory documents, regulatory reporting solutions, financial crime software, or an insurance-specific CRM, we have you covered — guaranteed.

for Insurance Companies

A modular and flexible platform for insurers of all shapes, and sizes, and budgets.

Compliance management for insurance is here.

Add peace-of-mind to the regulatory workflow for your insurance business.

Quick and Easy Implementation

At cleversoft, we're growing because we've become experts at executing impressive turnaround times — especially, compared to other regulatory technology providers. Explore our proprietary platform that helps us make implementation look easy.
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API Integrations

In today's world, your tools need to work together to ensure optimum security and reliability. That's why cleversoft was built with integrations in mind, first. When it comes to your most critical tools, let our open IT infrastructure do the work.
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Skip the line, talk to sales.

Discuss the right solutions for your insurance company.

Lisa Waldherr
Executive Director, Asset Management & Insurance
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