Business · Insurance
Claims calls and client consultations, documented with precision.
Insurance conversations carry real liability — details about a claim or a policy conversation need to be accurate, complete, and available when questions come up later.
How it fits your workflow
1
Record the call
Capture claims interviews and client consultations in full.
2
Listen closely
Focus on the details that matter instead of writing while listening.
3
Structured record
Get an organized, timestamped account of what was discussed.
4
Defensible documentation
Keep an accurate reference for underwriting or claims review.
What changes
Accurate, defensible claims documentation
Faster claims processing with organized notes
Reduced disputes over what was said
Consistent client communication records
Claims call summary, generated automatically
Incident reported: Water damage from burst pipe, discovered March 2. Details confirmed: No prior related claims, damage limited to kitchen and adjacent hallway. Next step: Schedule adjuster visit, client to send photos within 48 hours.
What this looks like in practice
“Having an accurate call record has resolved more than one disagreement about what a client actually said.”
Claims adjuster · illustrative exampleMore for business
Ready to stop taking notes?
One tap, and Recolx Tap handles the rest — for insurance and everyone at your table.