Airclerk Meet
The AI notepad built for commercial insurance meetings
Record renewal calls, client meetings and insurer conversations. Airclerk Meet turns the raw discussion into a clean record, follow-up email, action list and file-ready context.
Stay in the conversation.
Airclerk handles the meeting admin.
Wherever insurance conversations happen
Renewal reviews, discovery calls, underwriter discussions, insurer updates, BDM meetings and internal handovers. Every conversation becomes usable client, policy and risk context.
Transcript + summary
Your notes and transcript, turned into a clean risk summary
Capture who said what, what changed, and the details worth carrying into renewal, placement and servicing work.
Renewal meeting summary
12 actions found
Risk changes captured
Open questions grouped
Renewal context ready
Follow-up
Send the next email before the trail goes cold
Airclerk drafts a follow-up with decisions, open questions, missing information and next steps.
Client follow-up draft
Ready to review
Decisions confirmed
Missing details requested
Next steps included
Actions
Every task ready before the meeting disappears into memory
Actions for brokers, assistants, ops, admin and placement teams are pulled out of the discussion and organised for follow-through.
Action list
5 owners
Request updated wage rollBroker
Confirm fleet additionsAssistant
Send claims notes to marketPlacement
Save summary to client fileOps
Compliance record
A defensible record of what was discussed and agreed
Keep the recording, transcript, summary and agreed actions together as evidence of the conversation.
Conversation evidence
Stored
Recording linked
Transcript attached
Actions agreed
Audit trail preserved
Save to file
Keep client and policy context up to date
Save the summary against the client, policy, renewal, CRM or core system so the next workflow starts with the latest context.
File-ready record
Client file
Client and renewal matched
Summary saved to file
Context available for the next workflow
More than a notetaker. A record of the relationship.
Most brokers still rely on notepads, documents, emails and memory. That works in the meeting. It breaks after the meeting, when the team needs decisions, actions, evidence and context.
Clear record
Decisions, changes and risk details are captured consistently.
Follow-through
Open questions and next steps are ready while the conversation is still fresh.
File-ready context
The summary becomes usable in renewals, placement, servicing and compliance work.
Make every commercial insurance meeting easier to use afterwards
Record the meeting.
Write the notes.
Create the actions.
Save the context.