Record meetings directly in your browser. AI transcription with speaker identification, auto-generated summaries, and action items — all linked to client profiles for bulletproof E&O documentation.
Recordings This Month
23
+8
Hours Transcribed
31.4
+12.2
Action Items Generated
67
+24
Linked to Clients
21
91%
What it is
Insurance agency meetings are where critical decisions happen — coverage recommendations, claim strategies, underwriting discussions, and client commitments. When those conversations aren't documented, they become E&O liability. Insurstein's Meeting Intelligence captures every word, identifies who said it, summarizes the key points, and links the record to the right client file.
Producers take client calls, review coverage with underwriters, and discuss claim strategies in meetings that happen dozens of times a day. Most of these conversations are never documented beyond a brief note — if that. When an E&O claim arises years later, there's no record of what was discussed, recommended, or agreed upon.
One click starts recording directly in your browser — no external apps, no downloads, no complicated setup. Deepgram's AI transcription processes the audio in real time with speaker identification. After the meeting, you get a searchable transcript, an AI-generated summary, and a list of action items — all automatically linked to the relevant client profile.
Core capabilities
Start recording any meeting with a single click — no software to install, no browser extensions required.
The recorder works natively in your browser using standard web APIs. Record client calls taken through your computer, in-person meetings via your laptop microphone, or video conference audio. Start and stop with one click from any screen in Insurstein.
Get accurate, speaker-identified transcripts powered by Deepgram's speech recognition engine.
Deepgram processes audio with high accuracy across accents and speaking styles. Speaker diarization identifies who said what, so you know whether it was the producer, the client, or the underwriter who made a specific statement. Transcripts are searchable and time-stamped.
AI distills every meeting into a concise summary highlighting key decisions, commitments, and discussion points.
After transcription, AI generates a structured summary that captures the meeting's purpose, key topics discussed, decisions made, and any commitments or deadlines mentioned. Summaries are editable so you can add context or corrections.
AI identifies action items from the conversation and creates a tracked to-do list with assignees.
When someone in a meeting says 'I'll send the loss runs by Friday' or 'We need to get a quote from Carrier B,' the AI captures it as an action item. Items can be assigned to team members and tracked to completion directly within Insurstein.
Link meeting recordings and transcripts to client profiles for complete E&O documentation.
Every recording can be associated with one or more client profiles. When you open a client's file, you see every meeting ever held about that account — complete with recordings, transcripts, summaries, and action items. This creates a defensible timeline for E&O purposes.
Search across all meeting transcripts to find specific discussions, decisions, or commitments from any past meeting.
Full-text search across every transcript in your agency's history. Find every meeting where a specific coverage was discussed, search for a client's name, or locate the exact moment a recommendation was made. Results link directly to the timestamp in the recording.
What they don't do
Replace scribbled notes that get lost with AI-generated transcripts and summaries stored permanently in your AMS.
Stop paying for Otter.ai, Fireflies, or other tools — meeting recording is built into Insurstein.
Eliminate the 15 minutes after every meeting spent typing up notes. The AI does it for you in seconds.
Stop relying on memory for action items. AI extracts every commitment and tracks it to completion.
End the search across email, notes apps, and shared drives. Meeting records live in the client file where they belong.
Close the gap between what was discussed and what was documented — every meeting is now on the record.
What it takes off your plate
Handles in-browser audio recording with automatic format optimization for transcription accuracy.
Sends audio to Deepgram for transcription with speaker identification and returns time-stamped, labeled text.
Processes the full transcript through AI to produce structured meeting summaries with key decisions highlighted.
Scans the transcript for commitments, tasks, and follow-ups, then creates trackable action items automatically.
Links recordings and transcripts to the relevant client profiles so documentation is always where you need it.
Indexes all transcripts for full-text search so you can find any discussion from any meeting in seconds.
A day in the life
9:00 AM
Click the record button before a renewal review call with Summit Contractors. Discuss coverage changes, review claims history, and agree on a new GL limit. The recorder captures everything.
9:45 AM
The meeting ends and within minutes the transcript appears — every statement attributed to the correct speaker. The AI summary highlights the agreed-upon limit increase and three follow-up items.
10:30 AM
The AI extracted 5 action items: request updated loss runs, get a quote with higher GL limits, schedule a follow-up call, send the proposal by Friday, and confirm the effective date. Each is assigned and tracked.
1:00 PM
Record a new business presentation to a prospect. The transcript and summary become part of the prospect's file — even before they're a client. If they bind, the documentation of what was discussed is already in place.
3:30 PM
A client calls about a claim on a risk you discussed in a meeting last year. Search the transcript archive, find the exact meeting, and pull up the timestamp where coverage was reviewed. Your E&O documentation is bulletproof.
Daily impact
Meetings Recorded
Transcription Time
Action Items Created
Client Files Updated
One-click recording, AI transcription, auto-generated summaries, and action item tracking — all linked to client profiles for complete E&O protection.