#1 AI Meeting Assistant for Insurance Producers, Advisors, and Distributors
Focal is the AI overlay for insurance that gets producers, CSRs, and wholesalers submission-ready—faster and with fewer errors. Automate the entire meeting workflow: capture complete notes, extract structured data fields, complete intake forms, auto-fill applications, draft client emails, and sync everything into your AMS and CRM. SOC 2 Type 2 certified.
Hours saved
10+ hours saved
per week.
AMS integration
12 AMS & CRM
integrations supported.
For Insurance
100% designed for
insurance services.
Focal integration ecosystem
Integrate seamlessly across tools to automate data and actions — or use our API for custom workflows.
Solutions
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
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
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
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
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.
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
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
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?”
#1 in Security
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.
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.