One click on any client or lead page starts the AI Meeting Recorder. AI transcribes with color-coded speaker diarization and generates a summary with action items. Everything saves to the client Activity Log.
Recordings This Month
23
+8
Hours Transcribed
31.4
+12.2
Action Items Generated
67
+24
Linked to Clients
21
91%
What it is
A one-click in-browser recorder that captures microphone audio from client or lead detail pages. AI transcribes with automatic speaker diarization and generates a summary with action items. A two-step review modal lets you save the transcript and convert action items into tasks — all stored in the client's Activity Log.
Producers take client calls, review coverage with underwriters, and discuss claim strategies 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 is no record of what was discussed, recommended, or agreed upon.
Click 'Record Meeting' on any client or lead detail page. A floating widget appears at the bottom of the screen showing a timer, the client name, an animated waveform, and pause/stop controls — and it persists as you navigate other pages during the call. When you stop, a two-step review modal shows the AI transcript with color-coded speaker labels, the AI-generated summary, and extracted action items. Save the transcript or convert action items directly into tracked tasks.
Core capabilities
Record Meeting button on any client or lead detail page — mic captures via browser, floating widget persists while you navigate.
Click 'Record Meeting' on any client or lead detail page (top-right, above the tab bar). The browser requests microphone permission once and captures audio via the Web Audio API — mic only, no system audio required. A floating widget docks at the bottom of the screen showing a live timer, the client's name, an animated waveform, and pause/stop controls. The widget stays visible as you navigate to other pages during the call so you never lose track of the recording.
Speaker 0 = You (blue), Speaker 1 = Client (green), Speaker 2+ = Person 3/4/5 (purple/amber/rose).
AI transcribes the audio and runs automatic speaker diarization — identifying each distinct voice. Speaker 0 (the agent who clicked Record) is labeled 'You' in blue. Speaker 1 is labeled 'Client' in green. Additional speakers are labeled Person 3, 4, 5 in purple, amber, and rose. Every line of the transcript is timestamped and attributed to its speaker.
After stopping, a modal shows the full transcript, Claude summary, and extracted action items — then Save or Create Tasks.
When you click Stop, a two-step review modal opens. Step 1 shows the color-coded speaker transcript, the AI-generated meeting summary (plain-language, highlighting key decisions and commitments), and a list of AI-extracted action items. Step 2 lets you save the transcript to the client Activity Log or convert the action items directly into tracked tasks in Insurstein.
AI reads the full transcript and produces a structured summary plus every commitment, task, and follow-up.
AI processes the transcript and generates a plain-language summary covering the meeting's purpose, key topics, decisions made, and deadlines. It also scans for commitments — 'I'll send the loss runs by Friday' or 'We need a quote from Carrier B' — and surfaces them as discrete action items ready to become tasks.
Recordings appear as cards in the client's Activity Log — inline audio player, expandable speaker-labeled transcript.
Every saved recording appears in the client's Activity Log as a card with the AI-generated summary highlighted in blue. Click the inline play/pause button to replay the audio with a scrubbing timeline and duration display. Expand the card to read the full speaker-labeled, timestamped transcript. All recordings are isolated by agency and user — no cross-tenant access.
AI Meeting Recorder is included in your Insurstein plan — no per-minute transcription charges on top.
Unlike phone call recording (billed at $0.005/min), the AI Meeting Recorder is included in Professional and Agency plans at no additional per-use cost. Audio is processed for transcription and discarded — it is not retained by the transcription service. Recordings are stored securely in your agency's account, isolated from other agencies.
What they don't do
Replace scribbled notes that get lost or misread with AI-generated transcripts stored permanently in the client Activity Log.
Stop paying for Otter.ai, Fireflies, or Gong — AI Meeting Recorder is built into Insurstein and included in your plan.
Eliminate the 15 minutes after every meeting spent typing up notes. AI generates the summary and action items in seconds after you stop recording.
Stop relying on memory for action items. The review modal surfaces every commitment and lets you convert them to tracked tasks with one click.
End the search across email, notes apps, and shared drives. Meeting records — audio, transcript, summary — live in the client Activity Log.
Close the gap between what was discussed and what was documented. A speaker-labeled, timestamped transcript is irrefutable evidence of what was said.
What it takes off your plate
Captures microphone audio via the browser Web Audio API — one permission prompt, then records until you pause or stop.
Keeps the recording widget visible as you navigate other pages mid-call so you never accidentally lose an active recording.
Sends audio for transcription and speaker diarization; uses server-measured duration (not the client-side timer) for accuracy.
Processes the full transcript to generate a plain-language summary and extract discrete action items from the conversation.
Saves the recording, transcript, and summary as a card in the client's Activity Log with an inline audio player and expandable speaker-labeled transcript.
Stores audio and transcript isolated per agency and user. Audio is never cached in transit and never retained by the transcription service after processing.
A day in the life
9:00 AM
Open Summit Contractors' client detail page and click 'Record Meeting' before the renewal call. The floating widget appears at the bottom — timer running, waveform animated, client name displayed. Navigate to their policy tab mid-call to reference coverage details. The widget stays visible.
9:42 AM
Click Stop. The two-step review modal opens with the AI transcript: your lines in blue, the client's in green. The AI summary reads: 'Client agreed to increase GL limit to $2M. Requested updated loss runs before binding.' Three action items listed below.
9:45 AM
Click 'Create Tasks' on the two action items that need follow-up: request loss runs and send the updated quote. Both tasks are created in Insurstein with one click — assigned, dated, and linked to Summit Contractors.
1:00 PM
Open Coastal Dining's lead page and start recording before a new business walkthrough. The transcript and AI-generated summary save to the lead's Activity Log — documentation is in place before they even bind.
3:30 PM
A client disputes coverage advice from a call last year. Open their Activity Log, find the meeting card, expand the transcript, and locate the timestamped line where the coverage recommendation was made. Speaker-labeled, timestamped — irrefutable.
Daily impact
Meetings Recorded
Transcription Time
Action Items Created
Client Files Updated
AI transcription with color-coded speaker diarization, AI-generated summary, action items → tasks — all in the client Activity Log. No extra billing.