AI prepares • You review • Nothing changes without your approval
Review commercial renewal changes without the line-by-line comparison.
Upload existing account information and the client’s updated files. Clarito identifies what was added, removed, modified, missing, or conflicting and prepares the changes for your review.
Review driver changes without the line-by-line check
Drivers are matched by license number, so a reordered list doesn't look like a brand new roster. Each finding links to where it came from.
Learn more- Michael JohnsonAdded
License D4829175 · IL
New driver: date of birth, license number and license state
drivers-2026.xlsx, row 9
- Source
- drivers-2026.xlsx, row 9
- Original value
- Not on current schedule
- New value
- DOB 1988-03-14 · D4829175 · IL
- Found in file
- Johnson, Michael | 03/14/1988 | D4829175 | IL
- Sarah DavisModified
License number changed
License number
D5503821D5503812drivers-2026.xlsx, row 4
- Source
- drivers-2026.xlsx, row 4
- Original value
- D5503821
- New value
- D5503812
- Found in file
- Davis, Sarah | 07/02/1991 | D5503812 | IL
- James MillerMissing informationNeeds review
License number blank
License number is missing in the new file
drivers-2026.xlsx, row 12
- Source
- drivers-2026.xlsx, row 12
- Original value
- Not provided
- New value
- (blank)
- Found in file
- Miller, James | 11/23/1985 | | IL
- Needs review
- The license number is needed before this driver can be matched. Add it or ask the client.
- Robert TaylorPossible matchNeeds review
Name variation
Possible duplicate of Bob Taylor
drivers-2026.xlsx, row 15
- Source
- drivers-2026.xlsx, row 15
- Original value
- Robert Taylor, 09/09/1979
- New value
- Bob Taylor, 09/09/1979
- Found in file
- Taylor, Bob | 09/09/1979 | D2210967 | IL
- Needs review
- Same birth date and license number, different first name. Clarito does not guess, so you decide.
Built for people whose work runs on renewals
The data arrives messy, and a miss lands on your agency. Here is where the manual work comes from.
Every client sends a different format
One sends an Excel export, another a scanned PDF, another a list pasted into an email. Columns move and VINs hide in notes.
Line-by-line comparison creates unnecessary manual work
Account managers compare updated client information against existing schedules, identify changes, resolve missing information, and often re-key the results into downstream systems.
One missed change can become a bigger problem later
A sold truck still on the schedule, or a new driver never added, can surface long after renewal.
The same change can create work in multiple places
A driver, vehicle, or exposure change may need to be reflected across schedules, applications, the AMS, and downstream renewal work.
From the client’s file to an approved schedule
You make the judgment calls. Clarito does the comparing.
Built around how account managers review
Clarito prepares the changes. Your account manager makes the decision.
Works from the client's files
Designed for updates that arrive as Excel, CSV or PDF, with columns in any order. Supported formats are confirmed with each pilot agency.
Smart record matching
Records are matched by identifiers such as VIN or driver license. When Clarito is unsure, it flags a possible match instead of guessing.
Exceptions first
Conflicts, missing information and possible matches come to the top. Unchanged rows stay out of your way.
Evidence behind every finding
Each change shows its source file, the row or page, the original value and the new value, so you can see why it was flagged.
Approve, reject or edit
Every change gets your decision. Fix a typo in place instead of sending the file back to the client.
Audit history
Maintain a record of what changed, what was approved, and when.
Built for the schedules you handle
The pilot starts with drivers. Vehicles, equipment and locations are product concepts we are testing with agencies.
- Pilot workflow
Drivers
Catch added and removed drivers, missing license numbers, and possible duplicates.
- Product concept
Vehicles
Fleet changes compared, with VIN as the key identifier.
- Product concept
Equipment
Scheduled tools and heavy equipment, compared by serial number.
- Product concept
Locations
Buildings and sites, with addresses and values that move at renewal.
You stay in control of the data and the decisions
Clarito prepares the changes. Your account manager makes the decision.
- Human approval on every change
- Clarito proposes. You decide. Nothing is accepted automatically.
- Source shown for every value
- Each value points back to its file, row and page, so you can check it in seconds.
- Audit history
- Maintain a record of what changed, what was approved, and when.
- Careful handling of client information
- Client files are handled with care. Ask us any security question before you share a file.
Works with your existing workflow
Clarito is not an agency management system. It prepares reviewed, structured account information for the systems and workflows your team already uses.
Direct AMS handoff is being evaluated with pilot agencies.
Questions agencies ask
No. Clarito is not an agency management system. It prepares reviewed, structured account information for the systems and workflows your team already uses. Direct AMS handoff is being evaluated with pilot agencies.
The pilot starts with driver schedules. Vehicles, equipment and locations are being tested next. We are designing for Excel, CSV and PDF files. Tell us what your clients send, and we will confirm what the pilot handles.
It flags them as a possible match and marks them as needing review, with both records and the source of each value. It does not guess.
Carefully. Every finding links back to its source, and nothing changes without your approval. If you have security or data-handling questions, ask us before the pilot and we will answer them directly.
That's on the roadmap. If you need mid-term endorsements handled this way, tell us in the pilot request and it will shape what we build.
We’re looking for commercial account managers to try the pilot.
Tell us a little about your agency. We’ll reach out about getting you started with your own schedules.
Prefer to write directly? Email [email protected]