Client meetings that compliance loves.
Risk profiles, coverage gaps, beneficiary changes, disclosures — Buddi captures the full meeting, structures the suitability documentation, and gives compliance the audit trail it needs.
What field teams in insurance run into.
Client meetings cover risk profiles, coverage gaps, beneficiary changes, and disclosures. Compliance needs an audit trail. The rep needs the relationship to feel personal. Taking notes during the conversation breaks both — and the notes still aren't complete.
100%
audit trail. Without taking notes.
Personal meetings, professional documentation.
NEEDS ASSESSMENT
Every conversation, a complete profile.
Risk tolerance, life events, dependents, existing coverage — all extracted into a structured client record. No more reconstructing the meeting from memory at 9 PM.
DISCLOSURES
Suitability, logged in the moment.
Disclosure confirmations and suitability discussions captured with timestamps, speaker attribution, and verbatim quotes. Compliance gets the audit trail it actually needs.
RENEWALS
Renewal intelligence, across the book.
AI tracks renewal timing, competitive quotes mentioned, coverage change requests, and beneficiary updates — surfaced as a watchlist for the rep and the manager.
MULTI-PARTY
Four-speaker meetings, cleanly separated.
Client + spouse + advisor + referral source — Buddi separates speakers correctly even when the conversation overlaps. Every voice gets attributed in the transcript.
One conversation, fully structured.
A 38-min client meeting
- Attendees
- David & Mira Patel · advisor · adult son (4 speakers)
- Coverage
- Term life $750K → $2M discussed · disability rider added · umbrella reviewed
- Compliance
- Suitability disclosure confirmed · risk profile updated · audit trail logged
- Action
- Send revised illustration · follow-up Tuesday with advisor present
See Buddi work in client meetings.
20-minute demo. We’ll show the device, the AI, and the CRM sync — live.