Meeting notes
Have the meeting. Skip the write-up.
Upload the recording or the Teams or Zoom transcript of a client meeting. coverbound transcribes it, works out who said what and turns it into the work: tasks, form answers, disclosures, cover decisions and a recap email. Every suggestion quotes the moment it came from. Nothing changes until you apply it.
Log a meeting
Harbour Café Group
Drop a recording or transcript
Audio, video, VTT, SRT, Word, PDF or paste the text
Drop in the meeting, however you have it
Upload a recording or a transcript on the client's page. It's read in the background while you get on with the day.
- Audio or video recordings up to two hours
- Teams and Zoom transcripts, subtitles, Word, PDF or pasted text
- Speakers matched to the client's contacts and your team
- The recording and transcript filed on the client
What came out of the meeting
Renewal review · Harbour Café Group
Jo Harbour, 12:40 · “We opened a second site in Manly in March.”
What was said becomes what gets done
The AI reads the meeting the way you would, then lays out what to do about it. Tick what's right and apply it in one go.
- Tasks and follow-ups, with the owner and due date that were agreed
- Changes to the risk, worded as disclosures for the underwriter
- Cover the client turned down, recorded against their account
- Incidents, client details and documents the client promised to send
Annual turnover
Proposal form · from the meeting on 3 Oct
$4,200,000
Said in the meeting: “Roughly $4.2m across both sites.”
Answers given out loud, confirmed in writing
When the client answers a proposal question in the meeting, the answer is waiting on their form. They confirm it rather than type it.
- Prefilled answers are marked as from the meeting
- Nothing counts as answered until the client confirms it
- Meeting facts feed the submission and the program's To do list
Renewal overview
First draft for Sam to edit
Your renewal premium is [Renewal.Total], a change of [Renewal.ChangePct] on last year. We approached [Markets.Approached] insurers on your behalf.
Your recommendation, in your words
Figures come from the placement. Nothing goes out until you approve it.
A recap email before you're back at your desk
A draft recap goes to the client contact, covering what was agreed and what they need to send. Edit it and send it from coverbound.
- Written from the meeting, in plain English
- Lists what you'll do and what you need from them
- Never sent without you
Built to be checked
- Every suggestion quotes the meeting. Quotes are checked against the transcript before you see them.
- Nothing is written to the client, the form or the placement until you apply it.
- Verbal answers wait for the client to confirm them.
- It records what was said. The advice stays yours.
- coverbound never joins or records your calls. You choose what to upload.
Also in Meeting notes
The rest of meeting notes.
On the timeline
The meeting lands on the client's timeline with its summary and who was there.
Starts automations
Use Meeting logged as a trigger. Book the follow-up call or alert the account owner.
Claims from a meeting
An incident mentioned in passing can be opened as a claim from the suggestion.
Linked to the program
Pick the renewal or placement it was about and its suggestions land there.
Who said what
Speakers are matched to contacts and colleagues. Rename one if it guessed wrong.
In your plan
Reading meetings uses no credits.
Before you ask
Questions about meeting notes.
- Does coverbound record my calls?
- No. It never joins a call. You upload a recording or transcript you already have, from Teams, Zoom, your phone or anywhere else. Getting the client's agreement to record is up to you.
- What if the AI gets something wrong?
- Each suggestion shows the words it came from, checked against the transcript. You untick anything that isn't right. Nothing is saved until you apply it.
- Can it fill in the proposal form?
- It can prefill answers the client gave in the meeting. The client still confirms each one before it counts.
- How long can a meeting be?
- Recordings up to two hours. Transcripts of any normal meeting length.
- How is it charged?
- It's included in your plan and uses no credits.
Try it with your own book.
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