Insurance

One client meeting. Clear next steps.

Life events, risk profiles, coverage questions and disclosures stay connected to the meeting, ready for your advisor, policy-service and review teams.

Book a demo Follow the meeting
An insurance advisor discusses paperwork with a couple seated across a coffee table
The client conversation, in person.

From the client meeting

A life change.
Questions worth keeping.

Keep the client’s needs, renewal timing and requested changes beside the conversation.

Conversation contextIllustrative example · draft
“We’ve moved to a new address. Our renewal is in November. Please review our coverage, send the beneficiary form and arrange a disclosure discussion.”
Client
Rivera household · two clients and their advisor
Life event
New address reported by the clients
Renewal
November · client-reported timing
Requests
Coverage review · beneficiary form · disclosure discussion

One meeting.
The right team for each request.

Coverage questions go to the advisor, form requests to policy services, and disclosure context to the review team.

Team routingIllustrative example

Client meeting context

Rivera household · renewal review

Changed circumstance
New address
Timing
November renewal
Client requests
Coverage review and beneficiary form
Discussion to arrange
Review the disclosure with both clients

Select a team

Explore the draft prepared for each team.

Advisor draft

Salesforce

Client needs and coverage questions

Question
How does the new address affect the current coverage?
Context
November renewal and the client’s stated life change
Next step
Review coverage against the client’s changed circumstances
Proposed owner
Assigned insurance advisor
Status
Draft · awaiting advisor review

Client context in CRM.
Policy requests for review.

Keep meeting notes and policy requests connected as work moves between the advisor and service team.

SalesforceCRM

The meeting stays with the client record.

Prepare meeting notes, renewal context and advisor follow-ups for the fields your team uses in Salesforce.

Client conversationReviewed CRM notes
Policy-service teamTeam handoff

A clear request for the service team.

Give policy services the beneficiary form request and the details needed to prepare it.

Requested policy changeService-team review

Start with the meeting.
Prepare the follow-through.

Draft the client recap, service request and advisor follow-up from the conversation.

Explore MCP and API
From conversation context to a first draftIllustrative agent example

Recorded conversation context

Rivera household · renewal review

New address · November renewal · beneficiary form requested · disclosure discussion still to arrange.

MCPAPI
  • Claude
  • OpenAI
  • Gemini

Client recap draft

Draft · for review

Thanks for discussing your move and November renewal. We’ll review your coverage, prepare the beneficiary form and arrange the disclosure discussion.

Advisor reviews coverage questions and the client recap.

Proposed next steps

  1. Review the client recap and coverage questions
  2. Prepare the beneficiary-form request for policy services
  3. Arrange the disclosure discussion with both clients

Insurance, from conversation to follow-through

See a client meeting become useful across your team.

Book a 30-minute demo of meeting capture, advisor and service-team handoffs, and follow-up drafts.

Book a demo