Easen for Insurance

Build a Defensible Record of Every Client Call

Every disclosure, every policy exception acknowledged, every question answered — timestamped while the call is live, so you are protected long before a claim ever arrives.

The fear every insurance professional knows: A client disputing coverage on a clause you know they acknowledged — but cannot prove.

Get started free See all industries

— How it works for Insurance

Built around how you actually work.

Real-time disclosure capture

Every clause read, every acknowledgement made — captured and timestamped as the call happens, not reconstructed afterward from memory.

e.g., 'Client confirmed understanding of exclusion clause 4.3 — verbally acknowledged'

Dispute-proof call records

Easen stores a complete, searchable record of every client interaction — exactly what was said, when, and by whom.

e.g., 'Client declined enhanced water coverage — noted and confirmed March 14'

Cross-call consistency tracking

Compare what was said across multiple calls — so you can show consistent disclosure and close documentation gaps before they become issues.

e.g., 'Flood exclusion acknowledged in both January onboarding and March review'

— Real example from a insurance call

Easen

Ben OrtizLISTENING10:44Mic onPauseEnd Meeting

Meetings

History

Knowledge

Insights3

TranscriptNotesChat

10:41·Ben

The Adeyemi claim has water damage from the storm on the sixth.

10:43·You

The policy excludes flood, and that was covered at the point of sale.

10:44·Ben

Did the client confirm they understood the flood exclusion on their policy?

RESPONSE

ANSWERnow

“Whether the client confirmed understanding the flood exclusion”

Yes. Mrs. Adeyemi confirmed understanding of the flood exclusion on March 14 after the clause was read verbatim. She declined enhanced water coverage. The call log is on file.

From your history with them

PinAskCopy

ADD

The exclusion was also covered in her January onboarding call. That makes two consistent, timestamped records.

Two logged touchpoints agree, so there is no ambiguity if this becomes a dispute.

“

We had a claim dispute last quarter that could have gone badly. I pulled the Easen call record in minutes. The client had acknowledged the exclusion verbatim. Case closed. The client actually apologised.

David F.

Senior Broker, Commercial Lines

What every insurance professional gets.

Everything in Easen — built for the problems your specific role faces.

Real-time response suggestions grounded in your past meetings

Automatic meeting summaries with decisions and action items

Pre-meeting AI briefing before every meeting

Document-grounded answers from your uploaded materials

Searchable memory across every meeting you have ever had

Floating overlay — stays above Zoom, Teams, Meet, or Webex

Start free — no card required