Circle Engage : Where Healthcare Comes Full Circle

Clara.ai is an AI-powered platform designed to bridge the gap between benefit providers, healthcare companies, and the communities they serve. By integrating your systems, workflows, messaging, and data, Clara.ai creates a connected experience for healthcare providers and a seamless journey for your members.

Key Features of Clara.ai

Reach New Customers

Locate untapped markets, guiding where your recruitment efforts and marketing dollars should be invested.

Identify Revenue Opportunities

Track key metrics such as benefit utilization, customer persistency, churn, and propensity to buy to uncover new revenue streams.

Streamline Processes

Customize your system integrations for member enrollment and benefit activation, enabling full tracking of the customer lifecycle.

A 360° Platform for Consumer Visibility

Clara.ai provides a single source of truth by collecting and making sense of data across multiple channels and customer touchpoints. It gives you a complete view of your customers’ needs, empowering you to make informed decisions quickly and recognize revenue opportunities.

Seamless Data Integration

Clara.ai’s modular approach connects your data, teams, and members in one platform to optimize sales processes. Each module is designed to work powerfully on its own, but integrates smoothly for a more cohesive experience.

• CRM Integration: Manage leads and sales opportunities in one place.
• Commission Processing: Simplify commission and policy processing.
• Sales Operations: A 360° service platform for driving growth.
• Targeted Engagement: Boost communication with your members through personalized messaging.

Why Choose Clara.ai?

• Data Unity with AI Clarity: Clara.ai collects and unifies data from multiple touchpoints, helping you quickly recognize opportunities and take action.
• Optimized Sales Operations: Track the full customer lifecycle from enrollment to billing, reconciliation, and beyond.
• HIPAA-Compliant Security: Adhere to SOC2 and HIPAA standards to ensure your data is secure and only accessible to the right individuals.