Clarista Unveils White Paper on Breaking the Complexity Barrier in Insurance Sales

RIDGEWOOD, N.J. - Sept. 29, 2025 - PRLog -- Clarista, the AI-native data fabric for financial services, has released a new white paper, Insurance Sales Enablement: Turning Complexity into Confidence. The paper addresses a key industry challenge: bridging the gap between complex insurance products and the professionals responsible for selling them.

Variable Universal Life (VUL) and Indexed Universal Life (IUL) policies offer permanent protection, tax-advantaged growth, and flexible funding options. Yet they remain difficult to explain. Sales conversations often falter under the weight of 80-page illustrations, dense jargon, and compliance-heavy disclosures.

Research highlights the issue:

• 80% of wealth managers cite complex product explanations as the top barrier to adoption (LIMRA, 2024).
• More than 60% of clients abandon policies after the first consultation due to unclear trade-offs (McKinsey, 2023).
• Persistency weakens as clients lapse contracts when performance diverges from initial illustrations.

"The industry has been trapped in a paradox—products built for long-term value are too complex to explain in short conversations," said Suvrat Bansal,  Founder and CEO of Clarista. "By making the first ten minutes clear, we give wealth managers the conviction to recommend with confidence."

Solving the "First Ten Minutes"

Clarista identifies this early stage as decisive. If wealth managers cannot form a clear mental model quickly, confidence evaporates, and sales momentum is lost.

The Clarista Solution

The white paper shows how Clarista converts static, complex content into client-ready tools that help agents teach as well as sell:

• Mindmaps & Podcasts – One-page visuals and short primers that simplify pre-meeting prep.
• Simulation Briefs – Scenario-based outputs that explain funding paths, loans, and comparisons in plain English.
• Live Q&A – Instant, source-backed answers to edge-case questions drawn from carrier documentation.

At the core is the Clarista Approach: Represent → Trust → Enrich → Deliver, which unifies product data, ensures compliance, enriches with context, and delivers it in formats managers can confidently use.

"Agents don't need more product sheets—they need tools that simplify, clarify, and make conversations defensible," said Clayton Karges, Head of Product at Clarista. "Clarista was built to do exactly that."

Read white paper: https://www.clarista.io/whitepapers/insurance-sales-enabl...

About Clarista
Clarista is the platform for contextual intelligence. We don't just access or govern data; we create new, dynamic, and policy-aware data assets directly from your unstructured and structured content. This allows enterprises to uncover previously unseen insights, identify new opportunities and risks, and make faster, more explainable decisions. From deal teams to underwriters to AI builders, Clarista powers real-time intelligence that transforms how you operate. https://www.clarista.io/

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