#1 AI Meeting Assistant

for Insurance Agents, Distributors, & Wealth

Focal automates every part of the insurance meeting workflow — capturing complete notes, extracting data fields, completing intake forms, auto-filling applications, drafting client emails, and syncing everything into your AMS and CRM. SOC 2 Type 2 certified.

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Hours saved

10+ hours saved
per week.

AMS integration

12 AMS & CRM
integrations supported.

For Insurance

100% designed for
insurance services.

Focal integration ecosystem

Focal integration ecosystem

Focal integration ecosystem

Integrations with CRMs and AMS systems across P&C, Health, and Life & Annuity

Integrations with CRMs and AMS systems across P&C, Health, and Life & Annuity

Integrations with CRMs and AMS systems across P&C, Health, and Life & Annuity

Integrate seamlessly across tools to automate data and actions — or use our API for custom workflows.

Solutions

Solutions

Solutions

Stop wasting time on notes, form filling, and admin work.

Stop wasting time on notes, form filling, and admin work.

Stop wasting time on notes, form filling, and admin work.

Without Focal

Missed tasks = lost commission.

Agents lose money when tasks slip, deadlines are missed, or follow-ups aren’t completed quickly enough. One missed step can kill a case.

Without Focal

Missed tasks = lost commission.

Agents lose money when tasks slip, deadlines are missed, or follow-ups aren’t completed quickly enough. One missed step can kill a case.

Without Focal

Missed tasks = lost commission.

Agents lose money when tasks slip, deadlines are missed, or follow-ups aren’t completed quickly enough. One missed step can kill a case.

Without Focal

Incomplete fact-finding derails applications.

Missing beneficiary data, suitability answers, or financial details forces agents to chase clients again — slowing the process and breaking urgency.

Without Focal

Incomplete fact-finding derails applications.

Missing beneficiary data, suitability answers, or financial details forces agents to chase clients again — slowing the process and breaking urgency.

Without Focal

Incomplete fact-finding derails applications.

Missing beneficiary data, suitability answers, or financial details forces agents to chase clients again — slowing the process and breaking urgency.

Without Focal

Admin work steals time from selling.

Manual notes, writing emails, updating the AMS/CRM, and re-entering data burns hours that should be spent selling — not typing.

Without Focal

Admin work steals time from selling.

Manual notes, writing emails, updating the AMS/CRM, and re-entering data burns hours that should be spent selling — not typing.

Without Focal

Admin work steals time from selling.

Manual notes, writing emails, updating the AMS/CRM, and re-entering data burns hours that should be spent selling — not typing.

Without Focal

Clients delay cases with missing info.

Missing signatures, forgotten documents, or incomplete forms cause multi-day delays and burn your production time.

Without Focal

Clients delay cases with missing info.

Missing signatures, forgotten documents, or incomplete forms cause multi-day delays and burn your production time.

Without Focal

Clients delay cases with missing info.

Missing signatures, forgotten documents, or incomplete forms cause multi-day delays and burn your production time.

Without Focal

Too many systems slow you down.

Agents bounce between AMS, CRM, email, quoting tools, and carrier portals — none of which talk to each other — slowing everything down.

Without Focal

Too many systems slow you down.

Agents bounce between AMS, CRM, email, quoting tools, and carrier portals — none of which talk to each other — slowing everything down.

Without Focal

Too many systems slow you down.

Agents bounce between AMS, CRM, email, quoting tools, and carrier portals — none of which talk to each other — slowing everything down.

Without Focal

New agents take too long to ramp.

New producers struggle with process, documentation, and suitability, requiring constant oversight that drags down leaders and slows production.

Without Focal

New agents take too long to ramp.

New producers struggle with process, documentation, and suitability, requiring constant oversight that drags down leaders and slows production.

Without Focal

New agents take too long to ramp.

New producers struggle with process, documentation, and suitability, requiring constant oversight that drags down leaders and slows production.

Without Focal

Quoting and case design are slow and inconsistent.

Wholesalers can’t build illustrations or quotes when agents send partial data. Missing info stalls case design and reduces placement.

Without Focal

Quoting and case design are slow and inconsistent.

Wholesalers can’t build illustrations or quotes when agents send partial data. Missing info stalls case design and reduces placement.

Without Focal

Quoting and case design are slow and inconsistent.

Wholesalers can’t build illustrations or quotes when agents send partial data. Missing info stalls case design and reduces placement.

Without Focal

Field underwriting lacks data to assess risk.

Underwriters spend hours chasing medical, financial, and suitability info before they can review a case.

Without Focal

Field underwriting lacks data to assess risk.

Underwriters spend hours chasing medical, financial, and suitability info before they can review a case.

Without Focal

Field underwriting lacks data to assess risk.

Underwriters spend hours chasing medical, financial, and suitability info before they can review a case.

Without Focal

Enforced services work drains support teams.

Requests like allocation changes, beneficiary updates, address changes, and RMD coordination require manual checks and documentation that consume staff time.

Without Focal

Enforced services work drains support teams.

Requests like allocation changes, beneficiary updates, address changes, and RMD coordination require manual checks and documentation that consume staff time.

Without Focal

Enforced services work drains support teams.

Requests like allocation changes, beneficiary updates, address changes, and RMD coordination require manual checks and documentation that consume staff time.

Purpose-Built AI Note-Taking for Insurance Agents & Distributors

Purpose-Built AI Note-Taking for Insurance Agents & Distributors

Purpose-Built AI Note-Taking for Insurance Agents & Distributors

Whether you're on a phone call, in a Zoom meeting, or sitting with a client, Focal captures everything—accurate notes, compliance-ready summaries, next steps, and suitability details.

Invite Focal once and let it handle the documentation while you focus entirely on the client.

Clean, compliant meeting summaries
Auto-generated next steps + tasks

Schedule a Demo

Schedule a Demo

Schedule a Demo

Auto-Update and Auto-Fill Your AMS, CRM and PDFs After Calls

Auto-Update and Auto-Fill Your AMS, CRM and PDFs After Calls

Auto-Update and Auto-Fill Your AMS, CRM and PDFs After Calls

Focal auto-fills insurance applications using client data from past meetings, your CRM, emails, and your calendar. No more double-entry, copy-paste, or chasing missing details.

Auto-sync client data across AMS, CRM, and PAS
Pre-fill forms to request quotes / submit applications

Schedule a Demo

Schedule a Demo

Schedule a Demo

Generated Follow Up Emails & AI Search Across Clients Meetings

Generated Follow Up Emails & AI Search Across Clients Meetings

Generated Follow Up Emails & AI Search Across Clients Meetings

Focal creates personalized email templates for agents to edit and send for every type of client interaction.


With real-time intelligent search across all meetings, notes, and integrated systems, Focal surfaces the right information instantly.

“What did we discuss in our last meeting?”
“Is the policy expiring next month?”

Schedule a Demo

Schedule a Demo

Schedule a Demo

#1 in Security

#1 in Security

#1 in Security

The Most Secure AI Platform for Insurance Agents & Distributors

The Most Secure AI Platform for Insurance Agents & Distributors

The Most Secure AI Platform for Insurance Agents & Distributors

Your compliance team will thank you.

Your compliance team will thank you.

SOC 2 Type 2

Focal is SOC 2 Type 2 compliant, with active monitoring through Vanta.

SOC 2 Type 2

Focal is SOC 2 Type 2 compliant, with active monitoring through Vanta.

SOC 2 Type 2

Focal is SOC 2 Type 2 compliant, with active monitoring through Vanta.

End-to-End Encryption

AES-256 and TLS 1.2+ data encryption at rest and in transit.

End-to-End Encryption

AES-256 and TLS 1.2+ data encryption at rest and in transit.

End-to-End Encryption

AES-256 and TLS 1.2+ data encryption at rest and in transit.

The Most Secure Cloud

Uniquely built on Microsoft Azure, the most secure cloud for financial services.

The Most Secure Cloud

Uniquely built on Microsoft Azure, the most secure cloud for financial services.

The Most Secure Cloud

Uniquely built on Microsoft Azure, the most secure cloud for financial services.

Enterprise Data Retention Requirements

Stateless AI models do not require transcripts to generate summaries.

Enterprise Data Retention Requirements

Stateless AI models do not require transcripts to generate summaries.

Enterprise Data Retention Requirements

Stateless AI models do not require transcripts to generate summaries.

No Video Storage

Fully compliant AI for firms across U.S. and Canada.

No Audio Storage

No meeting audio or video files are ever stored.

AI Data Privacy

No customer data is ever used to train or fine-tune models.

Zero Trust Architecture

Private endpoints and strict access controls across internal services.

No Video Storage

Fully compliant AI for firms across U.S. and Canada.

No Audio Storage

No meeting audio or video files are ever stored.

AI Data Privacy

No customer data is ever used to train or fine-tune models.

Zero Trust Architecture

Private endpoints and strict access controls across internal services.

No Video Storage

Fully compliant AI for firms across U.S. and Canada.

No Audio Storage

No meeting audio or video files are ever stored.

AI Data Privacy

No customer data is ever used to train or fine-tune models.

Zero Trust Architecture

Private endpoints and strict access controls across internal services.

The AI Meeting Assistant Designed Specifically for Insurance.

Ready to Transform Your Business with Focal?

Ready to Transform Your Business with Focal?

We help insurance leaders mitigate E&O risk and cut administrative time by 10+ hours per agent every week.

SOC 2 Type 2 compliant and built on Microsoft Azure for enterprise-grade security and compliance.

You deserve more than just an AI note-taker. Focal offers automations purpose-built for financial advisors. Turn conversations into actions.

You deserve more than just an AI note-taker. Focal offers automations purpose-built for financial advisors. Turn conversations into actions.

Schedule a Demo

Schedule a Demo

Schedule a Demo

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