qatip writes up client meetings for insurance agents and brokers, and puts the client's needs and the policies you discussed into one report.
300 free minutes a month, no credit card needed.
qatip is an AI note taker for insurance agents: it records client meetings on your phone, or on Zoom, Meet or Teams from your computer, with no bot. A few minutes later the client's needs, the coverage discussed and your promises are in a report, with a short brief before you meet again. It runs on Mac, Windows, iPhone, Android and the web.
Updated November 2026
A family you wrote a policy for last year is coming in to renew. Last time they mentioned renovating the house and a job change, and both mattered for the policy. Now you're trying to work out what to ask from two lines in the file.
The problem
“The client talks about the house, the car and the kids, and I'm busy deciding where each bit goes.”
In qatip Templates
Build your own template for needs meetings. Sections like family situation, current policies and coverage wanted show up in every report.
After: When you put the quote together, what you need is always under the same heading.
The problem
“The client says I told them water damage was covered. Did I really say that?”
In qatip Ask
One question searches every meeting you've had with that client. The answer shows the meeting and the moment it came up, so you can read exactly what was said.
After: You answer the client with the words that were actually used in the meeting.
The problem
“I prep for renewals by digging through last year's file.”
In qatip Meeting prep
Before you meet the same client again, qatip gives you a short brief of the last meeting. Who's coming comes from your calendar.
After: You walk in knowing what the client told you last year.
The problem
“I say “I'll send the quote” and “I'll check the claim”, and one of them always slips.”
In qatip To-dos
What you promised in the meeting goes on one list with an owner and a date. You can add it to Reminders on iPhone too.
After: The quote you promised doesn't get lost on the way.
Every section comes from a template, and you can change it to fit your meetings.
qatip can't record regular phone calls. For meetings in person, put your phone on the table, and record Zoom, Meet or Teams calls from your computer.
Data is stored in the EU, in Frankfurt. Only you and the people you share with can see your recordings, they're never used to train AI models, and you choose how long the audio is kept.
On the Team plan, folders, templates and people are shared across the team, with company sign-in (SSO). You can also share a single meeting with a link.
Start on the free plan, or try Pro free for 7 days. Cancel anytime.
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