an insurance advisor was spending about an hour after every meeting filling out a compliance-heavy form by hand. with 10 to 15 meetings a week, that’s a massive chunk of time going to documentation instead of clients. the forms are detailed and mandatory — miss a section and you’ve got a compliance gap. fill it out from memory and you lose small details that actually matter for relationships.
we added transcription to their zoom calls, recreated the entire compliance form in html so the format was exact, and built a custom gpt to take the transcript and populate the form. it pulls the right details into the right fields, flags anything mandatory that’s missing, and surfaces action items for the advisor to assign. the output is a completed form the advisor can review, adjust if needed, and save.
what used to take an hour now takes minutes. the form captures things a human would forget — personal details that make the next conversation better, action items that actually get assigned instead of buried in a notebook.
- 1–2 hours saved per meeting on form completion, action items, and task assignment
- higher completion rate for required sections — better audit readiness
- better relationship data captured automatically