New prospect discovery call.
Capture risk profile, current carrier, and decision timeline in one note.
The voice note
What AgentLog extracts
- Prospect risk basics
- Current carrier + timeline
- Bundling intent
- EOD task
Manual today vs AgentLog
Manual today
Prospect detail lost between dialer and CRM.
With AgentLog
Prospect record + quote pipeline created from the call note.
Frequently asked
How long does it take to log this kind of note in AgentLog?
30-60 seconds total: tap record, speak the recap, review the parsed update on screen, approve. The CRM write happens after approval.
What does the structured output look like?
For "new prospect discovery call", AgentLog typically extracts: Prospect risk basics, Current carrier + timeline, Bundling intent, EOD task.
Does this replace my CRM?
No. AgentLog is the voice-capture and extraction layer. The structured updates are pushed into your existing insurance CRM.
What if I prefer to type?
Both audio and text capture run through the same extraction and review pipeline. Use whichever fits the moment.
More insurance use cases
Make new prospect discovery call a 30-second voice note.
AgentLog turns the voice note you'd record anyway into the CRM update you should have made an hour ago.