Stop Losing Meeting Insights. Start Closing More Deals.
MeetingIQ records, transcribes, and summarizes every meeting — then syncs action items straight to Pipedrive so nothing falls through the cracks.
Stop Taking Notes. Stop Losing Action Items.
Insurance agencies run on meetings — client calls, producer huddles, 1-on-1s, renewal reviews. But hand-written notes get lost, action items fall through the cracks, and nobody remembers what was decided.
MeetingIQ captures every meeting, extracts the decisions and to-dos, and pushes them into Pipedrive automatically — so your team actually follows through.
How MeetingIQ Works
Three steps. Works on any phone or laptop. No complicated setup.
Record
Hit record on your phone or laptop. MeetingIQ captures everything — client calls, team huddles, 1-on-1s. Works anywhere, no special hardware needed.
AI Summarizes
In minutes, get a full transcript with speaker labels, a structured summary with key decisions, and extracted action items with assignees and due dates.
Sync to Pipedrive
Meeting notes post to the client contact. Action items become tasks assigned to your team with due dates. Everyone sees their assignments in Pipedrive instantly.
Built for How Insurance Teams Meet
Speaker Diarization
Know exactly who said what. AI identifies each speaker automatically and labels every line of the transcript, so you can trace every decision back to its source.
Action Item Extraction
Every to-do is captured with an assignee and optional due date — no more forgotten follow-ups, no more "wait, who was supposed to handle that?" after the meeting ends.
Pipedrive Integration
Notes and tasks sync directly to your CRM contacts. Your team sees assignments in Pipedrive instantly — no copy-paste, no manual data entry, no context lost between systems.
Team Meetings
Not just client calls — record internal team meetings, assign action items, and keep everyone accountable. Team Meeting mode works without needing a client contact.
HIPAA Compliant
Bank-grade encryption, PII redaction, UUID-only filenames, and structured audit logging. Built from the ground up for the privacy demands of insurance.
Mobile-First PWA
Record from your phone. Install as an app directly from your browser — no app store needed, no IT approval, no updates to manage.
Simple, Transparent Pricing
Each seat includes unlimited meetings, transcriptions, summaries, and Pipedrive sync.
$100
per seat / month
- Unlimited meeting recordings
- Unlimited transcriptions & summaries
- Pipedrive CRM sync
- HIPAA-compliant storage
$960
per seat / year
- Everything in Monthly
- 20% discount (billed annually)
- Priority support
- Early access to new features
MeetingIQ Questions
How does recording work?
Open MeetingIQ on your phone or laptop, tap record, and place the device where it can hear everyone. Audio is captured locally and uploaded with end-to-end encryption.
Do I need to install anything?
No app store needed. MeetingIQ is a web app you can install directly to your phone's home screen.
How does the Pipedrive integration work?
Each user connects their Pipedrive API token in the admin panel. When a meeting is saved, the summary posts as a note on the client's contact, and action items become tasks assigned to individual team members.
Is it HIPAA compliant?
Yes. Audio is stored with AES-256 encryption on AWS S3, filenames use UUIDs (no PII), transcripts are never logged in plain text, and all access is audit-logged.
Can I use it for internal team meetings too?
Absolutely. MeetingIQ has a dedicated Team Meeting mode — record, transcribe, summarize, and assign action items to your team without needing a client contact.
Ready to Stop Losing Meeting Insights?
Sign up today and put MeetingIQ to work for your agency.
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