Every client call recorded. Every coverage discussion documented. E&O protection built in.
RecapCRM captures what was discussed, what coverage was offered, and what was declined — protecting your agency and deepening client relationships.
The documentation gap that costs agencies millions
Every undocumented conversation is a liability. Every missed cross-sell is lost revenue.
client conversations per day for a productive agent — most go undocumented
average cost of an E&O claim — many stem from "he said, she said" about coverage discussions
average policies per household — could be 3-4 with proper cross-sell intelligence from conversations
From client call to complete documentation
Protection and intelligence, automatically.
Client call recorded
Phone calls, Zoom reviews, in-person meetings — RecapCRM captures the complete conversation with timestamp accuracy.
AI extracts coverage details
Coverage discussed, recommendations made, client concerns, and critically — what was offered and declined. E&O documentation, automatic.
Annual review prep ready
Before every annual review, get the full year's conversation history — every recommendation, every concern, every life change mentioned in passing.
Every feature an insurance agency needs
Documentation, cross-sell intelligence, and client retention — all from your conversations.
E&O Documentation
Every coverage recommendation, every client decision, timestamped and searchable. Your best defense against E&O claims.
Cross-Sell Opportunity Detection
AI listens for life events and coverage gaps mentioned in conversation — new car, new home, new baby, new business.
Annual Review Preparation
One-click annual review brief with every conversation, every recommendation, every life change from the past 12 months.
Coverage Gap Identification
AI identifies gaps between what clients have and what they've discussed needing. Surface opportunities you'd otherwise miss.
Renewal Retention Alerts
Get alerts before renewal with full context — what the client cares about, any complaints, any competing quotes mentioned.
Client Family & Life Event Tracking
Kids turning 16, marriages, new homes, retirements — all captured from natural conversation and linked to their profile.
How RecapCRM compares
Insurance CRMs manage policies. RecapCRM documents conversations and deepens relationships.
| Feature | RecapCRM | AgencyZoom | HawkSoft | InsuredMine |
|---|---|---|---|---|
| Call recording | Yes | No | No | No |
| AI conversation summaries | Yes | No | No | No |
| E&O documentation from calls | Automatic | Manual notes | Manual notes | Manual notes |
| Cross-sell detection | AI-powered | Basic rules | No | Basic rules |
| Annual review prep | AI brief | No | No | No |
| Policy management | Integrates | Yes | Yes | Yes |
Protect your agency. Deepen your relationships. Automatically.
Every client conversation documented. Every cross-sell opportunity surfaced. Every annual review prepared.