MeetingIQ

MeetingIQ records your client meetings and turns them into structured notes, action items, and CRM updates — built for independent insurance agencies.

RECORD ANYWHERE — EVEN OFFLINE • Native recorder designed for in-person meetings — keeps recording while the screen is locked or you switch apps • Offline-first: recordings are saved on your device first and upload automatically when coverage returns • On-device library with offline playback, sharing, and storage controls — your recording is never lost to a dead zone

GUIDED MEETINGS • Attach an agenda or intake form before you hit record • A live checklist stays on screen during the meeting so nothing gets missed • Intake answers are extracted from the conversation automatically by the MeetingIQ platform

CONNECTED TO YOUR CRM • Link meetings to your Pipedrive or HubSpot contacts as you type the client's name • Summaries and action items sync to the right client record — no copy-paste

REVIEW ON YOUR PHONE • Full transcripts, summaries, action items, key decisions, and topics for every meeting • Editing, speaker mapping, and team features live on the web at meetingiq.appliedaijax.com

MeetingIQ is the mobile companion to the MeetingIQ platform by Applied AI. Accounts are provisioned by your agency administrator — visit appliedaijax.com to set up your team.