Appointment Co-Pilot

A live assistant for licensed insurance professionals running retirement conversations on Zoom. It listens with consent, saves the transcript, and coaches you in the moment.

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Live transcript you can trust

Every line is saved with the speaker's name before it appears, so nothing is guessed.

Say this next

Coaching arrives while the conversation is live, with the exact words to use.

Recap when you're done

Concerns, key facts, next steps, and a follow-up email drafted from the real conversation.