Run your book of businessby voice.
Dictate new clients, summarize calls with AI, track policies, annuities, CDs, and investments — every client touch in one place.
New Client Intake
Voice → AI extraction
Core Capabilities for Insurance & Financial
All the features you need for efficient insurance & financial client management.
Voice intake & AI extraction
Dictate a new client; AI fills name, contact, birthday, and key details.
AI call summaries
Record a meeting; ClientPulse turns it into clean bullet-point notes.
“Skip to Notes” voice interrupt
Say “skip to notes” anytime during voice intake or onboarding to jump straight into free-form notes — perfect when a client dials in unexpectedly and you just need to capture what they said, fast.
One-click calling
The bridge rings you, then the client. Notes captured on the record.
Branded email & SMS
Send from your verified domain with your signature, photo, and credentials.
Google Calendar sync
Two-way sync, automated meeting reminders, and birthday touches.
Per-client documents
A secure cloud vault for every form, invoice, photo, or signed contract.
Full client timeline
Every email, text, call note, and document — one searchable history per client.
Automated reminders
Meeting reminder emails and birthday touches go out on their own.
Secure by design
Magic-link & Google sign-in, row-level isolation, and CAN-SPAM-compliant email.
Specialized fields and panels
Beyond the basics, these dedicated data points are captured on every client profile.
Insurance Policies
- Policy type (term, whole, IUL, Medicare)
- Carrier
- Policy number
- Premium & frequency
- Coverage amount
- Renewal / anniversary date
- Beneficiaries
- Claim status
Savings / CDs / Annuities
- Institution
- Account type
- Principal & current balance
- Rate / APY
- Maturity date
- Surrender period
- Owner & beneficiaries
Investments
- Brokerage / custodian
- Account type (IRA, Roth, Brokerage)
- Holdings & allocations
- Contribution history
- Income sources
- Risk profile
Ready to put your client work on autopilot?
Dictate, call, email, schedule, and store — every client touch in one place.