Set up an intake agent your credit team trusts.
Step-by-step guides: write the facts and checks, take your first application live, and review the files Klarefi completes.
For lenders.
Using Klarefi.
How to review a cited case file
What arrives in your queue, how to read fact outcomes and citations, what to do when something is still open, and how to close a case with an audit trail.
For credit teams and underwriters
Writing facts and verify rules that work
What makes a fact resolvable, how the source you pick decides what counts as proof, how verify checks reach your systems, and how to test before you publish.
For workflow authors
From sign-up to your first live intake
Import your form or start blank, run a test intake, review the case it produces, and clear the checks that stand between you and live traffic.
For anyone launching their first workflow
For MGAs.
Broker submission intake for MGAs
What a complete broker submission looks like, what stays with the underwriter, and how to test an intake agent on one line of business.
For MGA underwriting and operations teams
Claims intake software in 2026
What claims intake software does, the six kinds insurers, MGAs, and TPAs run, the platforms buyers compare for FNOL and claims triage, and where Klarefi fits.
For buyers comparing platforms
Insurance submission intake software in 2026
What submission intake software does, the four kinds MGAs and underwriting teams run, the platforms buyers compare for submission intake and triage, and where Klarefi fits.
For buyers comparing platforms
Try Klarefi on the form you use today.
Free to start, no credit card.