Built by brokers. For brokers.

You closed the call.
Now actually close the deal.

InsureRecord records every client call, transcribes it, and hands you a follow-up-ready summary before the client hangs up. No more "what did they say about the deductible?" No more lost renewals. No more notes app guessing.

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insurerecord.app — Jamie Patel · 7:42

Recording

07:42

Client: Jamie Patel · Homeowners renewal

AI summary · ready in seconds

What they need

• Renew homeowners — wants $1M liability, not $500k
• Quote bundle w/ auto (2 vehicles, 2022 RAV4 + 2019 Civic)
• Decision by Friday before old policy lapses

Follow-up

• Send bundled quote w/ $1M umbrella option — Wed AM
• Confirm new roof discount eligibility — needs photo

The honest part

You're not losing deals because you're a bad broker.

You're losing them because by call number nine on a Tuesday, you can't remember if Mrs. Alvarez wanted the umbrella policy or just asked about it. The note you scribbled says "umbrella ?? Friday." That's a $3,200 premium walking out the door.

×Renewals slipping because the follow-up was vague
×Quotes built off memory, not what the client actually said
×Compliance asks for notes, you have three words on a sticky
×New hire onboarding takes forever — there's no record to learn from

How it works

Three taps. One summary. Zero notes.

Enter the client name

Tap record, get the on-screen consent script — your compliance team will thank you.

Run the call like always

We capture the audio cleanly in the background. Up to 20 minutes per call.

Download the summary

Needs, concerns, key facts, follow-ups. Named after your client. Ready to paste into your CRM.

Built different

Generic recorders weren't made for the way you sell insurance.

Otter wasn't built for a producer juggling fifteen renewals. Fathom doesn't know what an umbrella policy is. The AI on InsureRecord knows the difference between a deductible question and a closing signal — because we wrote the prompts on the back of our own commission statements.

Summary structure tuned for insurance: needs, concerns, key facts, follow-ups

Consent prompt baked in — you stay compliant on every call

Files named after your client. CRM-ready filenames, every time.

Mobile-first. Works on the phone in your hand right now.

Your data stays yours. Audio + transcripts encrypted at rest.

Pricing

One plan. Pays for itself on the first deal.

$99/ month per broker

Cancel any time. 30-day money-back guarantee.

Unlimited recorded calls
AI summaries on every call
Searchable call history
Downloadable .md, .txt, .docx exports
Consent-first compliance flow
Priority support — by brokers

Subscribe — $99/month

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