AI Note Taker
for Insurance Brokers

Every client call is captured, transcribed, and converted into a structured, compliant note, which is delivered directly to the policy record in Applied Epic. By automating this, you eliminate manual typing and prevent dropped information.

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AI Note Taker
Post-call processing · EN / FR
PROCESSED
Call Transcript
CLIENT
"...wanted to check if my commercial auto covers the new delivery vehicles—"
BROKER
"Yes — you have 3 vehicles on Policy #CA-28441. Let me check coverage..."
Generated Epic Note
Note generated
Coverage Discussion
• Client inquired about adding delivery vehicles to commercial auto
• Currently 3 vehicles under Policy #CA-28441
Action Items
Send endorsement quote — 2 additional vehicles
Follow up by June 15, 2026
Activity created in Applied Epic — Policy #CA-28441
90% Less post-call documentation
100% Call coverage: nothing missed
EN/FR Bilingual: English & French
Auto Applied Epic activity creation
The Post-Call Admin Problem

Your brokers are spending 15 minutes writing notes for every 15-minute call.

In a P&C brokerage, every client call generates documentation obligations. Coverage discussed, advice given, instructions received: all of it needs to land in Applied Epic with accuracy and completeness. And right now, your brokers are doing that manually, after every call, every day.

That's not just a time problem. Inconsistent documentation creates compliance risk, E&O exposure, and service quality gaps when files change hands.

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

    Brokers typing notes, creating activities in Epic, logging coverage discussions: after every single call, every day.

  • Note quality varies across your team

    Some files have detailed, structured notes. Others have three words. That inconsistency is an E&O liability and a service quality problem.

  • Action items fall through the cracks

    Follow-ups promised on calls, coverage changes requested: missed or not entered in Epic until the next problem surfaces them.

  • Brokers distracted during calls

    Trying to type notes while listening, leading to missed nuances, shorter calls, and a worse client experience.

How AI Note Taker Works

From call start to Applied Epic activity: fully automated in four steps, with no action required from your broker.

1

Call Captured

Floapi integrates directly with Teams, Zoom, or your VoIP system to capture calls automatically without requiring any recording setup from the broker.

2

AI Transcription

Automatic transcription in English or French. The full conversation is captured with speaker identification and timestamp accuracy.

3

Note Generation

AI identifies coverage discussed, instructions given, action items, and risk changes, structured into a compliant broker note format.

4

Epic Activity Created

The structured note is created as an Activity in Applied Epic, linked to the correct client and policy, with the transcript attached to complete the process without manual steps.

What Gets Automated

Every post-call documentation task: from transcription to Applied Epic activity creation, handled automatically after every call.

Automatic Call Transcription

Floapi transcribes calls automatically, in English or French, with speaker differentiation and high accuracy for insurance terminology and coverage language.

EN / FR Bilingual

Call Reason Detection & Specific Fields to Fill

AI automatically detects the reason for the call and identifies the specific fields to fill in your system, saving brokers from manual lookup and field entry.

Automatic Field Identification

Structured Notes in Applied Epic

Transcripts converted into structured, compliant broker notes and created as Activities in Applied Epic, linked to the correct client and policy record automatically.

Applied Epic Native

Coverage Change Detection

AI flags when clients discuss changes in coverage requirements, limits, or risk exposure during the call. Surfaced in the note so brokers can act before the next renewal.

E&O Risk Reduction

Multi-System Integration

Works with Microsoft Teams, Zoom, and VoIP telephony systems. No manual recording or file upload. Calls are captured automatically from the system.

Teams · Zoom · VoIP

Loi 25 & PIPEDA Compliant Processing

All transcription on Canadian infrastructure. Audio not retained beyond processing. Notes stored in Applied Epic, your existing system of record. Fully Loi 25 and PIPEDA compliant.

Canadian Data Residency

Frequently Asked Questions

About AI call transcription and note automation for P&C insurance brokers in Canada.

After each client call, Floapi's AI transcribes the recording, extracts key information (coverage discussed, action items, client instructions, risk changes), and generates a structured note that is automatically created as an Activity in the client's Applied Epic record. No manual entry, no file upload, no delay.
Yes. Floapi's AI Note Taker supports bilingual transcription and note generation in both English and French — including mixed-language calls. This makes it fully suitable for Quebec P&C insurance brokerages conducting client calls in French, and for bilingual brokerages across Canada.
Yes. All transcription processing occurs on Canadian infrastructure. Audio recordings are not retained beyond the processing window. The resulting structured notes 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's AI Note Taker integrates with Microsoft Teams, Zoom, and VoIP telephony systems. Calls are captured directly from the system — no manual recording or file upload required from your brokers. The integration is configured once during deployment and runs automatically for all subsequent calls.

Stop writing notes manually and let our AI handle the documentation.

Book a free demo and see how Floapi captures your call, generates the Applied Epic activity, and gives your broker their time back before the next call starts.

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Loi 25 & PIPEDA Compliant EN / FR Bilingual Applied Epic Native Teams · Zoom · VoIP