# Cleva Solutions

> AI\-orchestrated insurance software for European carriers and brokers

## At a glance

| Field | Value |
| --- | --- |
| Category | Core Administration |
| Type | Solutions Provider |
| Region | EMEA |
| Headquarters | Paris, France |
| Founded | 1984 |
| Stage | Enterprise |
| Employees | 501-1000 |
| Funding | PE-Backed |

## Overview

Cleva Solutions is a core insurance software platform for carriers and brokers operating primarily in France and Portugal. The company builds modular systems covering policy administration, claims management, and lifecycle management across life, health, and property and casualty lines.

The platform delivers AI-embedded modules -- including intelligent document processing, multi-agent orchestration, and automated business configuration -- alongside traditional core systems for life, provident, and P&C operations. The architecture is open and API-based, allowing integration with third-party systems and supporting European data sovereignty requirements through cloud infrastructure based in Europe.

Founded in 1984, the company serves over 60 insurance clients, including April, CNP, Swisslife, and Generali Tranquilidade. In July 2024, private equity firm AnaCap acquired Cleva Solutions as part of a strategy to expand its presence across European insurance markets. The company employs approximately 550 people across offices in Paris, Lyon, Nantes, Lisbon, and Porto.

## Products & services

### ClevAI \| IDP

Intelligent document processing module for insurance document automation. Reads and extracts structured data from incoming documents to reduce manual handling in policy and claims workflows.

**Key features:**

- Intelligent document reading and data extraction
- Automation of document intake for insurance operations
- Integration with core policy and claims systems

*Target users:* Insurance carriers and brokers handling high document volumes

### ClevAI \| Agentic

Multi-agent AI orchestration system for automating end-to-end insurance workflows and providing conversational interfaces.

**Key features:**

- AI chatbot interfaces for insurance operations
- Multi\-agent coordination for complex workflow automation
- End\-to\-end process automation across insurance lines

*Target users:* Carriers and brokers seeking AI\-driven operational efficiency

### ClevAI \| Studio

Business configuration tool enabling non-technical teams to design and deploy insurance products without requiring IT development.

**Key features:**

- AI\-assisted product design and configuration
- Automated testing of new insurance product configurations
- Self\-service deployment for business teams

*Target users:* Business analysts and product managers at insurance carriers

### Cleva ADP

Health and provident insurance management platform covering health insurance products and retirement planning.

**Key features:**

- Health insurance product lifecycle management
- Provident and retirement plan administration
- Policy and member management tools

*Target users:* Health carriers and group benefits providers

### Cleva IARD

Property and casualty insurance management platform for non-life insurance operations.

**Key features:**

- Policy and contract lifecycle management for P&C lines
- Claims and damage management workflows
- Modular configuration for different P&C product types

*Target users:* P&C carriers and brokers in France and Portugal

### Cleva Life

Life insurance and retirement solutions for managing life insurance products and pension operations.

**Key features:**

- Life insurance policy administration
- Pension and retirement management
- Compliance with French and Portuguese regulatory requirements

*Target users:* Life insurance carriers

### Smart BI/DSN/Affiliation

Business intelligence and analytics platform with compliance and affiliation management tools.

**Key features:**

- Real\-time business intelligence dashboards
- DSN \(Declairation Sociale Nominative\) regulatory compliance
- Affiliation and group membership management

*Target users:* Carriers and brokers requiring reporting and regulatory compliance

### Tradefees

Asset management automation for investment and fee operations within the insurance context.

**Key features:**

- Investment portfolio fee management
- Automation of asset\-related operations
- Integration with insurance general account management

*Target users:* Life and annuity carriers managing investment components

## Category & focus

- Subcategories: Policy Administration, Claims Technology, Document Management, AI Platform
- Insurance verticals: Life & Annuity, P&C Personal, P&C Commercial, Health
- Target customers: Carriers, Brokers

## Notable customers

- April
- CNP
- Swisslife
- Generali Tranquilidade
- Fidelidade
- Caravela
- Pro BTP
- Relyens
- Gamalife
- GAMEST

## Links

- Website: <https://cleva-solutions.ai/>
- Directory profile: <https://insurtechlist.com/companies/cleva-solutions/>
- Linkedin: <https://www.linkedin.com/company/clevasolutions>
- Celent profile: <https://www.celent.com/en/directory/companies/cleva-solutions-formerly-inetum>

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*Last updated: 2026\-07\-03*