By industry · 02 of 3

Insurance

Advisory calls, on file. What was disclosed, what was promised, and by whom — retrievable months after the call, not just remembered by the agent.

The moment it matters

A claim gets disputed, or a customer complains they weren't told about an exclusion. The question becomes "what were you actually told?" — and the answer needs to be more solid than an agent's memory of a call from four months ago.

What's captured

Every advisory conversation is transcribed and filed against the policy and the customer record, with the exact disclosures made — not a summary written up after the fact from notes.

Protects the agent too

A properly disclosed conversation, on record, protects the advisor as much as the customer — disputes get resolved by checking the transcript, not by whoever remembers the conversation more confidently.

Searchable across the book

"Did we ever discuss the waiting period with this customer?" is a search, answered with a citation — not a question that sends someone digging through call recordings.

Disclosure on record

Coverage explainedTimestamped in transcript

Exclusions disclosedOn record, per call

RetrievalSearchable months later

Not remembered by the agent — retrievable, exactly as it was said.

More by industry

Financial servicesBuilt for SEBI/RBI-era scrutiny Real estateSite visits to closing, tracked All of SolutionsBy role and by industry

Walk through a real filed record.

We'll show you a transcript become a CRM entry, end to end.

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