AI Notetaker
Never write a meeting record again.
Every call and every meeting, in person or online, transcribed, summarised and filed with the client. IDD-compliant advice records coming soon.
Call with Thomas Weber
Client
We're buying a house and moving in spring.
Advisor
Then let's look at your home and liability cover.
Record
- Summary
- Home purchase, move in spring
- Outcome
- Review home and liability cover
- Next step
- Meeting booked for 12 March
Features
From conversation to record.
AI Call Record
Every phone call transcribed, summarised and filed with the client.
AI Meeting Record
Every meeting, in person or online, transcribed and summarised.
AI Advice Record
The IDD-compliant advice record, drafted from the conversation, ready to sign.
How it works
You talk. Insaio writes.
It listens in.
On every Insaio call automatically, and in every meeting, in person or online.
It writes it up.
Transcript, summary, outcomes and next steps.
It files it.
Straight into the client record. For advice, a draft record ready for you to check and sign.
Writes along wherever you talk
Insaio calls
In-person meetings
Microsoft Teams
Google Meet
Use cases
Every conversation, on the record.
Advice appointment
The advice record is written while you talk, ready for your signature.
Said in passing
"We're moving in spring" becomes the occasion for the next call.
Handover
Colleagues and successors see the full history of every client.
When it matters
Advice has to be documented. In a dispute, the record is on file.
FAQ
AI Notetaker questions
Get started
Spend your evenings on something better than records.
Try it for free: every call and every meeting documented from day one. Or book a demo to see it live.