“It's like having an assistant who never misses a detail. Sally lets me fully focus on customer conversations while she takes care of everything else. Follow-ups are automated, accurate, and sent out instantly.”
Malte Zander
CEO
virtualbadge.io
Meeting transcription for insurance brokers
More deals in less time: because every advisory conversation is documented right away.
Sally AI: your automatic AI transcription for advisory conversations. It creates your advice record (§ 61 VVG) in minutes, so you skip the typing-up, get more time for advising, and close more deals in the end.
98.8% accuracyHosted in GermanyAdvice cleanly documented100% GDPR-compliant
Trusted by brokerages, insurance agencies and financial advisors
Meeting transcription for insurance brokers, in three steps
Needs analysis, advice, contract closing: Sally documents every conversation right away and automatically, compliant with § 61 VVG. So you skip the evening typing-up, get more time for advising, and close more deals in the end.
Recording
Lead the conversation. Sally documents it.
Online, you invite the notetaker to Teams, Zoom, Google Meet or Webex; on-site the mobile app takes over, discreetly on the table. You listen to the client instead of taking notes.
Understanding
Transcription that understands insurance language
98.8% accuracy, even with „disability insurance“, „deductible“, „extended reporting period“ or „breach of obligation“. Speakers are cleanly separated, your own terms, product and client names can be stored.
Result
Finished advice record, with tasks.
Structured record with the starting situation, the identified need, the recommendations given and the reasoning, plus tasks and owners. One click to send it as a PDF to the client or to push it as tasks into your broker management system. So your documentation is ready in minutes instead of hours, and the time you win flows back into advising and closing.
Compliant by design: transcription for broker advice
For insurance brokers, documenting the advice isn't optional, it's a statutory duty (§ 61 VVG), and with health and life insurance it involves especially sensitive health data (Art. 9 GDPR). US cloud tools are therefore delicate. Sally is built for broker advice: confidential, with a DPA and fully hosted in Germany.
GDPR & DPA
Processing under Art. 28 GDPR straight from the app, one building block to process client and health data (Art. 9 GDPR) cleanly and compliantly.
Hosted in Germany
Audio, transcripts and client data exclusively in German data centers, no US cloud provider, no Cloud Act.
Enterprise-grade security
ISO 27001 and SOC 2, demonstrable standards that insurers, pools and distributors also require in cooperation.
Customer review
Follow-up in minutes, not hours
Nico SchröderHead of Innovation & Digitalization · Aachener Grundvermögen
Customer review„Sally automatically creates precise meeting protocols, reduces follow-up to minutes, and makes parallel meetings easy to handle.“
MCP-Anbindung
Verbinde Sally mit deinen KI-Agenten und deiner Tool-Umgebung
Through the Model Context Protocol (MCP), your own AI agents dock directly onto Sally, and Sally onto your broker environment. So needs, recommendations and tasks from every advisory conversation flow automatically to where your office processes them further, from the broker management system to task management.
Others transcribe. Sally understands broker advice.
Generic meeting AIs deliver clean transcripts, but no tool for broker advice. The difference lies in insurance vocabulary, in an advice record that meets your duties and in a data protection that holds up even with health data.
Requirement in the brokerage
Recommended
Otter · Fireflies · Copilot
Insurance vocabulary
Advice record per § 61 VVG supported
Hosted in Germany (not just EU)
DPA under Art. 28 GDPR, standardized
Enterprise only
As of June 2026 · based on publicly available information about common meeting-transcription tools.
What Sally Users Are Saying
“Sally has truly impressed us with its transcription quality. The accuracy and detail of the transcriptions make it much easier for us to follow up on meetings and give us the assurance that nothing gets lost.”
Thomas Albrecht
Project Manager
Wittur Austria
“I can finally focus on leading my team instead of taking notes. Sally saves me hours every week and makes follow-ups effortless. Every meeting is documented clearly and completely.”
Verena Hoff
CEO
international Experience
“We finally stopped losing important details and can prepare follow-ups in minutes. Sally has become an integral part of our daily sales workflow. Every meeting is now documented automatically — clearly, precisely, and ready to share.”
Jörg-Uwe Liebisch
CEO
Dispomet
“The automated creation of meeting notes is incredibly valuable. Sally identifies key decisions and action items with impressive precision.”
Daniel Szymkowiak
Technology Officer
FutureNext
“It's like having an assistant who never misses a detail. Sally lets me fully focus on customer conversations while she takes care of everything else. Follow-ups are automated, accurate, and sent out instantly.”
Malte Zander
CEO
virtualbadge.io
“Sally has truly impressed us with its transcription quality. The accuracy and detail of the transcriptions make it much easier for us to follow up on meetings and give us the assurance that nothing gets lost.”
Thomas Albrecht
Project Manager
Wittur Austria
“I can finally focus on leading my team instead of taking notes. Sally saves me hours every week and makes follow-ups effortless. Every meeting is documented clearly and completely.”
Verena Hoff
CEO
international Experience
“We finally stopped losing important details and can prepare follow-ups in minutes. Sally has become an integral part of our daily sales workflow. Every meeting is now documented automatically — clearly, precisely, and ready to share.”
Jörg-Uwe Liebisch
CEO
Dispomet
“The automated creation of meeting notes is incredibly valuable. Sally identifies key decisions and action items with impressive precision.”
Daniel Szymkowiak
Technology Officer
FutureNext
“It's like having an assistant who never misses a detail. Sally lets me fully focus on customer conversations while she takes care of everything else. Follow-ups are automated, accurate, and sent out instantly.”
Malte Zander
CEO
virtualbadge.io
“Sally has truly impressed us with its transcription quality. The accuracy and detail of the transcriptions make it much easier for us to follow up on meetings and give us the assurance that nothing gets lost.”
Thomas Albrecht
Project Manager
Wittur Austria
“I can finally focus on leading my team instead of taking notes. Sally saves me hours every week and makes follow-ups effortless. Every meeting is documented clearly and completely.”
Verena Hoff
CEO
international Experience
“We finally stopped losing important details and can prepare follow-ups in minutes. Sally has become an integral part of our daily sales workflow. Every meeting is now documented automatically — clearly, precisely, and ready to share.”
Jörg-Uwe Liebisch
CEO
Dispomet
“The automated creation of meeting notes is incredibly valuable. Sally identifies key decisions and action items with impressive precision.”
Daniel Szymkowiak
Technology Officer
FutureNext
Meeting transcription for your most important advisory appointments
Each of these appointments requires a clean advice record today and costs time for the follow-up. With Sally that time flows back into the advice and the next deal.
Initial advice & needs analysis
This is where the need is identified, and where every detail counts. Sally captures the starting situation, wishes and goals completely while you stay fully in the conversation.
Advice & recommendation
The recommendations given and their reasoning are recognized and carried into the advice record, the basis for your documentation duty under § 61 VVG.
Contract closing & application
Agreed products, sums and commitments are captured traceably, a reliable record of what was agreed.
Annual & portfolio review
Changes in the client's life situation and the need for adjustment are documented, so no contract and no reason for follow-up advice slips through.
Claims conversation
Sally transcribes the conversation, captures the described course of events and makes every statement searchable, nothing essential gets lost for the processing.
Tasks, quotes & deadlines
Sally recognizes promised quotes, callbacks and deadlines right in the conversation, a clean basis for follow-ups and the work in the broker management system.
Get started
Which advisory conversation will you have documented first?
Create an account in two minutes and let Sally run along in your next advisory appointment. No setup, no credit card.
30 days freeNo credit cardHosted in Germany
Frequently asked questions from insurance brokers
See Sally on one of your own advisory conversations
30-minute demo, from the start of recording to the finished advice record with need, recommendation and a task list, on a typical advisory appointment from your day-to-day as a broker.
No credit card required · GDPR-compliant · Hosted in Germany