Clark Embedded Advisors

Embedded Vendor Shortlist Workbook

A working file for comparing embedded insurance vendors. 10 tabs, 131 vendors, 55 diligence questions. It leads with sources to verify; it does not rank or recommend any company.

$79, one-time. Digital download, delivered after payment.

Buy the workbook

Secure checkout by Stripe. All sales final except where required by law. Information is provided for reference only. Verify details directly with each company.

What's inside

  • Start here
  • Buyer brief
  • Shortlist (131 vendors, filterable)
  • Vendor diligence (public excerpts to verify, not conclusions)
  • Diligence by field
  • Scorecard (evidence first, score second)
  • Question bank (55 questions, ask for proof not a pitch)
  • Evidence log
  • Decision log
  • Sources and limits
Buy the workbook

Who it's for

Insurance, product and partnerships teams at platforms and brands choosing an embedded insurance partner.

What it is not

Not rankings, not recommendations, not legal or insurance advice.

Frequently asked questions

What format is the workbook?

Excel (.xlsx), instant download after payment.

What does it cost?

$79 one-time.

What does "verify" mean?

Each lead links to a public source to check.

What is the refund policy?

All sales final except where required by law.

Who publishes it?

Clark Embedded Advisors.