RecordX for Insurance

Underwriting calls, claims interviews, policy renewals. Every conversation matters; almost none are captured cleanly.

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Why you need it

Real phone number in the app, every claim call and policy conversation recorded, summarized, and searchable. Feed the notes into your policy system.

Try RecordX free for Insurance

What you get

Recording - HD capture on iOS, Android, and desktop that survives phone kills.
Transcription - accurate speech to text across 100+ languages and dialects including Hebrew.
AI summary - a real writeup for every meeting and call, not a bullet dump.
Action items - follow-ups pulled from the conversation, ready to share.
Phone calls - your own in-app phone number, inbound and outbound, HD stereo.

How it fits your workflow

Sign up at recordx.io/register.html, verify your email, and log in. Then optionally install the Chrome extension, Android app, or iOS app, and enable a phone number when you want one.
Meetings on Zoom, Meet, or Teams get captured automatically. In-person meetings recorded from your phone.
Phone calls ring on your devices; both sides recorded and transcribed.
Search across everything, share summaries, feed action items into your workflow.

See the phone feature

Who it's for

Insurance agents and brokers

Every quote call and policy walkthrough recorded both sides. Hand the client a clean summary of coverage and premiums right after.

Claims adjusters

Phone statements with the claimant transcribed and timestamped. Pull the exact answer to a disputed question months later.

Underwriters

Capture risk-review calls with brokers and clients. Keep a searchable record of what was disclosed and what was clarified.

Field adjusters and loss consultants

Record on-site visits from your phone. Transcript and summary ready in the library when you get back to the office.

Insurance team leads

Shared library across the agency. Review real calls to coach, catch disclosure gaps, and keep the handoff between agents and claims clean.

Compliance and quality teams

Review a sample of recorded calls with the transcript open. Find the moment a disclosure happened without listening end-to-end.

FAQ

Does RecordX record both sides of a phone call?

Yes. You get an in-app phone number. When you call a client, claimant, or broker, or they call you, both sides record, transcribe, and summarize automatically.

Can the summary flow into my policy or claims system?

Yes. The summary and action items can flow into your policy, CRM, or claims tool via integrations and the API.

Can I search across every call for one claim or client?

Yes. The library is searchable by phrase across every meeting. Pull up every mention of a loss event, a coverage question, or a disclosure in seconds.

Is this safe for sensitive claimant information?

Audio and transcripts are encrypted in transit and at rest. Source audio is deleted after processing. Transcripts stay for one year by default and can be deleted at any time. Always get consent to record on the call.

Does it transcribe in Hebrew and other languages?

Yes. RecordX transcribes and summarizes in 100+ languages including Hebrew, Arabic, English, Spanish, French, and Russian. The spoken language is detected automatically.

Testimonials

Coming soon. Want to be featured? Get in touch.

Pricing

Free tier with a generous monthly minutes budget. Paid plans unlock higher minute quotas, phone calls, and team features. Full detail on the pricing page.

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