The Problem
Complex coverage discussions
Insurance consultations involve detailed coverage terms, exclusions, and conditions. Missing a detail can lead to E&O claims.
Compliance documentation
Regulatory requirements demand thorough documentation of client interactions. Manual notes often fall short.
High client volume
Agents managing 200+ clients need efficient systems to capture and organize meeting details.
Claims processing accuracy
Claims discussions involve specific dates, amounts, and conditions that need to be captured precisely.
How Note Genie Helps
Detailed Meeting Summaries
AI captures coverage discussions, client questions, recommendations made, and specific terms discussed.
Compliance-Ready Notes
Structured summaries with timestamps serve as documentation of what was discussed and recommended.
Auto-Extracted Action Items
Follow-up tasks are automatically identified: send policy documents, schedule reviews, file claims, update coverage.
Client Folder Intelligence
Track each client's needs, coverage changes, and discussion history across all meetings in one searchable folder.
Upload Claim Documents
Upload photos, reports, and policy documents into client folders. AI connects meeting context with claim documentation.
Shared Folders for Adjusters
Create shared folders with role-based access for claims teams. Everyone reviews the same recordings and documents.
Templates for You
Plus access to all 16 templates — even on the free plan.
Start free. Upgrade when you need more.
30 free minutes every month. All 16 templates included. No credit card required.