Every Insurance Brokerage Call
Documented and Audited.

Floapi transcribes every broker-client call and pushes a structured, compliant note into your insurance system automatically. Then audits 100% of those calls against RIBO and AMF standards: with zero manual effort from your team.

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Sophie Lavoie · Floapi
Epic, audited by AI, in one workspace.
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Clients › Personal › Sophie Lavoie
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Sophie Lavoie
ACCT #PL-30182 · Personal · Account mgr: Sarah M.
Active · In good standing
View in Epic
+ New activity
Overview
Billing
Renewals
Compliance
Notes
Annual Premium
$4,840
↑ 5.2% vs prior
Policies in Force
2
Home · Auto
Compliance Score
94%
RIBO · AMF Pass
AR Balance
$1,240
1 invoice · due Jun 18
Renewal In
62 days
Aug 1 target
Account ElementValue
Last client contact
Jun 1, 2026
Open activities in Epic
2
Last call audited
✓ Call #2048 · Passed
Outstanding endorsements
1 · Pending quote
Compliance Audit
Call #2048 · Sophie Lavoie
94%
Compliance score
RIBO · Passed
AMF · Passed
6 / 6 checks complete
Applied Epic · Synced
AI Call Note
Sophie Lavoie · Jun 1, 2026
Coverage discussed
Auto – add vehicle to policy
Policy #AU-38294 · 2 existing vehicles
Action items
Send endorsement quote – new vehicle
Pushed to Applied Epic
90% Less post-call documentation
100% Calls audited vs. 2–5% manual
EN/FR Bilingual: English & French
RIBO+AMF Canadian compliance standards
The Dual Problem

Your brokers are writing notes after every call. Your compliance team is reviewing fewer than 5% of them.

In a P&C brokerage, every client call generates two obligations: accurate documentation in Applied Epic, and a defensible compliance record. Right now, both are handled manually, and both are failing at scale.

95%
of broker calls never audited under manual compliance programs
Average brokerage compliance team reviews 2–5% of recorded interactions. Floapi audits 100% automatically, after every call.
90%
reduction in post-call documentation time per broker
Structured notes created in Applied Epic automatically. Your broker hangs up: the note is already written and logged.

  • 10–20 min of post-call admin per call

    Brokers manually typing notes, creating Epic activities, logging coverage discussions: every call, every day, every broker.

  • Only 2–5% of calls reviewed for compliance

    Manual auditing can't scale. 95% of broker interactions are never checked against RIBO or AMF standards, a blind spot regulators exploit.

  • Inconsistent notes create E&O exposure

    Note quality varies wildly across your team. Thin documentation on advice given is a liability when a claim or regulatory exam surfaces it.

  • Regulatory examinations come without warning

    RIBO spot checks and AMF reviews request call evidence on short notice. Without systematic auditing, you're scrambling every time.

One Call. Two Outcomes. Fully Automated.

From the moment a call starts to the compliance report and Epic activity: five steps, zero manual effort.

1

Call Captured

Integrated with Teams, Zoom, or VoIP. Captured automatically: no recording setup from the broker.

2

AI Transcription

Real-time transcription in English or French, with speaker identification and insurance-specific vocabulary accuracy.

3

Note Generated

AI extracts coverage discussed, instructions given, and follow-ups promised, structured into a compliant broker note format.

Compliance Audited

Same call analyzed against your RIBO & AMF checklist. Each interaction scored. Non-compliant items flagged by severity.

5

Delivered to Epic

Structured note created as an Epic Activity. Compliance report and evidence package ready to export. Zero manual steps.

AI Note Taker

Every client call transcribed and documented in Applied Epic automatically: no typing, no delay, no missed information.

Automatic Call Transcription (EN / FR)

Once a call ends, a complete transcript is generated automatically with speaker identification and insurance-specific accuracy. Supports English, French, and bilingual conversations.

Bilingual

Structured Notes into Applied Epic

Coverage discussed, client instructions, and risk changes converted into a compliant broker note format and created as an Activity in Epic, linked to the correct client and policy record.

Built for Applied Epic

Action Item & Follow-up Extraction

Commitments made on the call automatically extracted and added to the broker's action list in Epic. Nothing slips through because the broker was busy listening.

Zero Missed Follow-ups
AI Call Compliance

AI Call Compliance

100% of recorded calls audited against RIBO and AMF standards: automatically, with per-broker scores and exam-ready reports.

100% Call Coverage

Every recorded broker-client interaction reviewed against your compliance checklist. Move from 2–5% manual sampling to 100% AI coverage, instantly, without adding headcount.

100% vs. 2–5% Manual

Per-Broker Compliance Scores

Each broker scored per call and as a rolling average. Compliance officers see instantly who needs coaching, which issues recur, and where your program has gaps: with data, not gut feel.

+35% Avg. Score Improvement

Regulatory Evidence Packages

Structured audit reports generated per call, with specific flags and evidence documented. Ready to export for RIBO spot checks, AMF examinations, or E&O insurer reviews, on demand.

Exam-Ready

Built for Canadian Compliance Standards

Floapi's compliance engine is built around the regulatory requirements that matter for Canadian P&C brokerages: RIBO, AMF, and Loi 25.

RIBO

Ontario: Registered Insurance Brokers

RIBO conduct standards require brokers to demonstrate suitability, proper disclosure, and documented advice. Floapi verifies each requirement on every call.

  • Coverage suitability questions verified
  • Required disclosures confirmed
  • Client instructions documented
  • Policy change procedures followed
AMF

Quebec: Autorité des marchés financiers

AMF compliance for Quebec brokerages requires proof of conduct standards in client interactions. Floapi provides that proof for 100% of calls in English and French.

  • Client needs properly assessed
  • Advice rationale documented
  • AMF conduct code adherence verified
  • French-language call support
Loi 25

Quebec Privacy Law & PIPEDA

No personal information retained beyond processing. Notes stored in Applied Epic, your existing system of record.

  • Canadian data residency guaranteed
  • Audio not retained post-processing
  • PIPEDA-compliant data handling
  • Breach notification protocols in place

Frequently Asked Questions

About AI call transcription, note automation, and compliance auditing for Canadian P&C insurance brokerages.

After each client call, Floapi transcribes the recording, extracts key information (coverage discussed, action items, client instructions, risk changes), and automatically creates a structured Activity in the client's Applied Epic record, linked to the correct client and policy. No manual entry, no file upload, no delay.
Floapi analyzes every recorded call against your configurable RIBO (Ontario) and AMF (Quebec) compliance checklists. Each interaction receives a compliance score. Non-compliant calls are flagged with specific issues identified: missing disclosures, skipped suitability questions, undocumented instructions, prioritized by severity for efficient remediation.
Yes. Both transcription and compliance auditing support English and French, including mixed-language calls. This makes Floapi fully suitable for Quebec P&C insurance brokerages conducting client calls in French, and for bilingual brokerages across Canada.
Yes. Audio recordings are not retained beyond the processing window. The resulting notes and compliance reports are stored in Applied Epic, the brokerage's existing system of record, in full compliance with Loi 25, PIPEDA, and applicable AMF and RIBO documentation requirements.
Floapi integrates with Microsoft Teams, Zoom, and VoIP telephony systems. Calls are captured directly from the platform: no manual recording or file upload required from your brokers. The integration is configured once during deployment and runs automatically for all subsequent calls.
Implementation typically takes 2–4 weeks. This includes Applied Epic API configuration, call platform integration, compliance checklist setup for RIBO and/or AMF standards, and broker onboarding. Your team is fully operational before the end of the deployment window, with no disruption to existing workflows.

Stop Writing Notes. Stop Sampling Calls.

Book a free demo. We'll show you how Floapi captures a call, generates the Applied Epic activity, and produces the compliance audit, before your broker picks up the next call.

Book a Demo → See a Live Example
Loi 25 & PIPEDA Compliant EN / FR Bilingual Built for Applied Epic RIBO · AMF Aligned