61
Growth Score
pts
Heat Score
0 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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394784
ClientUp provides an insurance client engagement platform for communication, document collection, and workflow tracking.
About the Company
ClientUp provides a client engagement and workflow platform for insurance teams. The software centralizes policyholder communication, task management, and document collection. Two-way messaging, reminders, and shareable checklists guide clients through onboarding, quotes, renewals, endorsements, and claims. Status dashboards surface progress and
blockers so teams can prioritize follow‑ups. Automations send updates and request missing information while keeping an audit trail. Integrations connect email, calendars, and file storage to reduce manual steps. Admin controls support template management, permissions, and data retention policies. The platform aims to shorten cycle times and give clients clear visibility into each step.
