Buddi for Insurance & Financial Services
Client meetings, needs assessments, and compliance-ready logging — captured hands-free during in-person consultations.
62%
of client details lost post-meeting
1.5 hrs
daily on meeting notes
100%
audit trail coverage needed
Built for Insurance & Financial Services field teams
Needs Assessment Capture
Every client conversation becomes a structured needs analysis — risk profile, coverage gaps, budget constraints, and decision timeline.
Compliance Logging
Timestamped, speaker-separated records of every client interaction. Disclosure confirmations, suitability discussions, and recommendations — all documented.
Policy Renewal Intelligence
AI tracks renewal timing, coverage change discussions, and competitive quotes mentioned across your book of business.
Multi-Party Meeting Capture
Client + spouse, business partners, or referral introductions — Buddi separates up to 4 speakers and attributes correctly.
We’re documenting results from our pilot customers.
Join the pilot →
Ready to see Buddi in action?
Book a 20-minute demo. We’ll show you the device, the AI, and the CRM sync — live.