Cleva Solutions

AI-orchestrated insurance software for European carriers and brokers

Core Administration Enterprise 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

At a Glance

Founded: 1984
Headquarters: Paris, France
Employees: 501-1000
Funding: PE-Backed

Category & Focus

Category: Core Administration
Subcategories: Policy Administration Claims Technology Document Management AI Platform
Insurance Verticals: Life & Annuity P&C Personal P&C Commercial Health
Target Customers: Carriers, Brokers