New Construction,
Managed with Clai.
Everything you need to run your brokerage, seamlessly connected. One platform for deals, documents, and team performance.
Every task. Every deadline. All handled.
Clai turns the complicated pre-construction process into a simple, step-by-step flow. From reservation to closing, every future payment is scheduled, tracked, and collected on time.
Compliance
Real-time compliance checks keep every deal audit-ready.
1. Parties: ____________________(Prospective "Insurer")
and ____________________(Prospective "Policyholder")
agree to execute a insurance agreement ("Policy") no later than __________ [date] for the property described below. The Policy will include the terms set forth in Paragraphs 3-12 of this Application for Insurance ("Contract") and other mutually agreed terms. ☐ Policyholder (Insurer if left blank) will prepare the Policy.
2. Deposit: With the intention of entering into a Policy with Insurer, Policyholder has paid $__________ ("Deposit")
to Intitle & Escrow [deposit holder]. Upon execution of a Policy by both parties, the parties authorize the deposit holder to transfer the Deposit according to Insurer's instructions, and Insurer will credit the Deposit to the money due under Paragraph 5 below.
3. Insured Property:
1521 NW 33rd St
The policy will provide ☐ standard coverage ☐ extended coverage (attach endorsements).
The policy will cover only the insured property and the following named insureds: ____________________
4. Policy Term: The Policy will begin on 10.20.2025 [date] and end on __________ [date].
5. Premium: The monthly premium will be _______ payable in advance on the first day of each month.
Policy Agreement
1. Parties: ____________________(Prospective "Insurer")
and ____________________(Prospective "Policyholder")
agree to execute a insurance agreement ("Policy") no later than __________ [date] for the property described below. The Policy will include the terms set forth in Paragraphs 3-12 of this Application for Insurance ("Contract") and other mutually agreed terms. ☐ Policyholder (Insurer if left blank) will prepare the Policy.
2. Deposit: With the intention of entering into a Policy with Insurer, Policyholder has paid $__________ ("Deposit")
to Intitle & Escrow [deposit holder]. Upon execution of a Policy by both parties, the parties authorize the deposit holder to transfer the Deposit according to Insurer's instructions, and Insurer will credit the Deposit to the money due under Paragraph 5 below.
3. Insured Property:
1521 NW 33rd St
The policy will provide ☐ standard coverage ☐ extended coverage (attach endorsements).
The policy will cover only the insured property and the following named insureds: ____________________
4. Policy Term: The Policy will begin on 10.20.2025 [date] and end on __________ [date].
5. Premium: The monthly premium will be _______ payable in advance on the first day of each month.
Policy Declarations
Checked!
Agent Software
Capture compliant signatures in order – no chasing.
AI Processing
Schedule deposit installments, track milestone payments, automate escrow — everything with AI.
Basics
Payment
Name
Security Deposit
Amount
$
5000
Fixed Amount
Method
Bank Account
Fee
Policyholder Pays
Schedule
When
After Execution
1 day after
Frequency
One-time
When
Trigger
After Execution
Delay
1 day after
Verified
Source of Truth
Forms verified by AI: less liability for carriers, less admin for agents and brokers.
Streamlined Payments
From invoicing to settlement, Clai automates every step for speed and accuracy.
For every step of the process Clai uses AI to enhance the experience
Built for carriers, agencies, and brokerages, Clai keeps every policy’s premium schedule on track from binding to renewal.
Get a free AI consult
Tell us about your book of business and we’ll walk you through how Clai fits your insurance workflow – quotes, policies, and every premium payment.
