Quick Setup
1Meeting Info
2Client Goals & Needs
3Discussion Notes
4Insurance Agent-Specific Notes
5Action Items
6Follow-Up Plan
Skip the typing entirely
With Christine, you just voice-note your meeting summary. She turns it into structured notes, saves them to Google Docs, and creates follow-up tasks — automatically.
Example voice note
“Hey Christine, just finished a meeting with Sarah. She wants to Voice note from the car: 'Delgado family—quoting auto for 2 vehicles, 2019 Honda CR-V and 2022 Toyota Camry, plus homeowners at 456 Maple, want $500 deductible, currently with Geico paying $2,400/year'. Follow up on Thursday.”