AI CRM + meeting notetaker for life insurance agents
Protect the family, then stay in touch for years.
QuickClient keeps each family's needs conversation, who the policy protects, and every key date on one page, so the next review or term conversion picks up where you left off.
- No card required
- 60 voice minutes in your trial
- Records only with permission
Want coverage that pays off the new mortgage and covers childcare until the kids finish school.
MeetingNeedsArjun prefers evening calls. Priya's sister is their emergency contact.
PreferenceFamily20-year term · Underwriting
Priya Nair (spouse)
Maya Nair (daughter)
Policy anniversary · Jun 1
Conversion review · 2031
Sample data shown.
How it works
From the first needs call to every review after.
One page per client, with family members linked and the conversations and dates a life policy depends on.
New leads
Catch the lead while it's warm.
- Scan a business card or say the details out loudafter a seminar or a referral call. QuickClient fills in a new prospect for you to check.
- Share your digital card and Smart QR codeat workshops and community events. People who fill in the form arrive in Prospects, labeled with where they came from.
- Send a booking linkso a prospect picks a time for the needs conversation on your connected Google Calendar.
Needs and application
Keep the case moving.
- Notes from the needs conversation:send the notetaker to Zoom, Google Meet or Teams, or record in person. You confirm permission before each recording.
- Opportunities:move each case through stages you name, such as “Needs analysis”, “Application”, “Underwriting” and “Issued”.
- Suggested follow-ups(“send the beneficiary form by Friday”) wait for you to accept them.
The family
Know who the policy protects.
- Link spouse, children and parentsto the client, each with their own record, so you can see the whole family from one page.
- Ask QuickClient“What coverage amount did the Nairs settle on?” It answers from your notes and shows the source.
- Documentssuch as signed forms, attached to the client and shared by email or text when you choose.
Years later
Be there for the next life event.
- Yearly reminders you setfor annual reviews, policy anniversaries and renewals. Set one once and it repeats every year.
- Dated reminders you set years aheadfor a term conversion window, so it comes back to you on time.
- Birthdays and key datessurface on Home, with an optional prompt to write a note.
Ask QuickClient
Ask about any family. See the notes behind the answer.
Before a review, ask what they decided and why. Every answer links to the notes and meetings it came from. If nothing matches, it says so.
They chose enough to pay off the mortgage plus about ten years of childcare, and asked to revisit it once their second child is born.
Sample data. AI-generated answers link to the records they came from; check important details.
Fit
Built to sit beside the tools you already use.
Import from a CSV or from another CRM's export. You review the matches before anything is saved.
Card scan, voice notes and in-person recording work on your phone, after a kitchen-table meeting or a seminar.
A workspace for your own client relationships: leads, families, conversations, dates and next steps.
A quoting, illustration, e-application or agency-management system. It doesn't connect to carriers or submit applications; policy details live wherever you keep them today.
Questions
Common questions from life insurance agents.
Yes. Add a dated reminder on the client page, years ahead if you need to, and it comes back to you on that date.
No. Add what you need to the client page, or attach documents.
QuickClient asks you to confirm you have permission before each recording, but it doesn't notify anyone. Tell everyone in the meeting that you're recording, and get any consent your state requires.
Add your next family from your phone.
quickCLIENT is a general client workspace. It isn’t medical, accounting, financial-planning or transaction software.