If you could automate certain areas of your insurance firm, would you? Record and transcribe any online meeting or call, at any time. Our handy calendar integrations ensure you automatically capture every scheduled Zoom, Teams, and Google Meet call.

Running an insurance business is an administrative-intensive endeavor with many repetitive and manual tasks. TRAQ takes notes for you during each call, so you can keep your undivided attention on the customer. You can then link to your TRAQ meeting notes directly from  your CRM contacts – freeing up an average of 8-12 hours of admin time each week!

Ready to increase productivity and accuracy while reducing operational costs? After every meeting, TRAQ generates a summary of the transcript with key takeaways – making it easy to prepare for future calls and giving leaders the ability to catch up quickly on the status of each appointment.

Remember, TRAQ is listening and learning from every call. It catches the subtle nuances in customer feedback that are often overlooked, identifies gaps in the sales and customer service process, uncovers previously unseen concerns, and more.

This leaves your team empowered by knowing exactly how to follow up with each prospect.

The insights found and categorized by TRAQ help you understand your audience like never before. You’ll gain x-ray vision, mind-reading powers, and super speed all at one time.

Identify new trends, unlock a new understanding of your customers’ priorities, and track them as they change over time. Meanwhile, TRAQ keeps learning from each one of your team member’s conversations.

Make fact-based revenue projections thanks to a complete view of each deal in the sales pipeline. Run Opportunity Reports to quickly see the status of every account and intervene where needed.