The Clearmatch approach
Human at heart. Intelligent by design.
You bring the client relationship and the business context. We bring premium funding expertise, careful assessment and people who take the time to work through the detail.
Human expertise
The person behind the process matters.
Behind every case you bring is a client business, an insurance programme and a set of circumstances that deserve attention.
Our specialists ask questions, examine the details and explain what needs to happen next. That is how experience becomes useful support for your brokerage.
As we improve our technology, the purpose stays the same: help people spend more attention where their experience makes a difference.
Specialist experience, put to work.
Our approach comes together in five practical capabilities.
More than one funding route
A securitised warehouse, Term Note marketplace and selective balance-sheet capacity give us different routes to consider eligible loans.
ExploreWorkers’ compensation expertise
Premium notices, scheme payment choices and renewal deadlines receive specialist attention.
ExploreRoom for complex programmes
Different policies, inception dates and entities deserve a funding conversation that works through the detail.
ExploreA partner for finance brokers
Bring annual insurance renewals into the business-funding conversation, alongside the client’s existing insurance adviser.
ExploreSpecialist people. Practical tools.
Quoting and policy-change tools support the people who review the information and explain the next step.
ExploreWhat that means in practice.
Listen to the context
Start with the context you bring about the client, then work through the funding requirements.
Explain the commitment
Make room for questions about the quote, repayment schedule, documentation and obligations.
Use technology with purpose
Connect information and improve routine work so expertise can be applied where the case needs it.
Technology in practice
Useful tools for real funding work.
Our quoting tools help bring invoice details together and support the review of the client case you submit.
When a client’s policies change, our people and tools help you work through the funding implications and identify the next step.
These practical workflow improvements sit alongside human review and clear ownership of the next step.
Intelligence with a purpose
Smarter tools. Accountable people.
AI and automation are part of how we think about better work. Human review, responsible use and clear ownership matter just as much.
The opportunity is to reduce repetitive preparation and help our team work with information more effectively. Funding decisions continue to require assessment and human judgement.
We develop these capabilities around the work brokers need to get done and the people responsible for each case.
Specialist thinking
Depth where the case needs it.
Our premium funding and Term Note capabilities give us more than one way to start a funding conversation.
Every case needs the right assessment. A more complex premium or bespoke requirement should receive a closer look, with the structure, documentation and responsibilities understood before proceeding.
We’re here to help
A client case to talk through?
Bring the premium, the timing and the detail. Our broker team will help you work through the next step.