INSURANCE SECTOR

Meeting reports for Insurance

Field assessments, claims, client meetings: Recapro generates your reports in full sovereignty. No insured data ever leaves your perimeter.

Start Now

-70%

writing time

100%

sovereign

62% of policyholders who do not get a quick response after a claim switch companies within 12 months.

What

What slows down your experts

Time-consuming field assessments

Your experts spend as much time writing reports as they do assessing. Reports arrive late, policyholders grow impatient.

Sensitive data exposure

Policy numbers, claim amounts, personal information of the insured transit through non-sovereign tools.

Regulatory compliance

Regulators impose strict requirements on data processing. Every third-party tool is an additional risk.

Non-standardized reports

Each expert has their own format. Reports are heterogeneous, timelines vary, and tracking is complicated for headquarters.

An expert who dictates their report in the field rather than writing it at the office frees up 3 hours per day for actual expertise.

Recapro.ai

What Recapro delivers

Instant assessment report

The expert dictates observations in the field. Recapro generates a structured report matching your business templates, ready to send to headquarters.

100% sovereign data

French Cloud (France-Nuage, Vendee) or On-Premise server on your premises. No insured data ever transits through foreign servers.

Post-visit debrief

Back in the car, the expert activates the voice debrief: estimated amount, reserves, photos to attach. Recapro merges everything into a complete report.

Insurance SI integration

Automatic synchronization with your claims management tools and insurance CRM. Standardized PDF export.

Compatible with your tools

Recapro integrates with the solutions you already use

Activ’Infinite IARD Pro Salesforce Efficy Guidewire Duck Creek Google Calendar Outlook Teams Gmail

What Recapro handles in practice

We don’t replace your experts. We let them focus on field expertise.

Field assessment report

The expert dictates observations during the visit. Recapro structures the report with photos, findings and recommendations.

Claim declaration

Recapro guides claim qualification: nature, circumstances, documents to provide. The file is pre-filled automatically.

Post-meeting debrief

After a client meeting, the agent dictates the summary: commitments made, amounts discussed, next steps.

Coverage note

Voice analysis of client needs, transformed into a structured sheet with recommended guarantees and identified exclusions.

For whom

If you work in insurance and your reports take too long

Insurance companies

Claims departments, expert networks, management platforms. Standardize and accelerate the processing chain.

Brokers and agencies

Small teams, large portfolio. Recapro saves you time on every file without compromising quality.

Independent experts

Dictate your findings in the field, receive the structured report before you even get back to the office. No more delays.

Need deployment support?

For optimal Recapro integration in your organization, our partners NoBullshit Conseil support document process auditing, deployment and team training.

Discover the full journey

“

As an AXA general agent, protecting our clients’ data is non-negotiable. We need to gain performance and responsiveness through new technologies, while maintaining complete control over the sensitive information we handle daily. Recapro is a solution designed from the ground up with a strong security approach, particularly through an on-premise model that guarantees true data isolation.

Cédric Ruffier

Insurance Agent, AXA VENDÉE YON Agency

The questions you are going to ask

01

How can a loss adjuster write up a claims assessment report faster?

The adjuster dictates observations during the visit in the mobile app, and Recapro (recapro.ai), an AI meeting report tool, turns them into a structured report that follows your business templates, with photos, findings and recommendations. Back in the car, a voice debrief adds the estimated amount and any reservations. The report reaches head office as a standardized PDF.

02

How do you produce minutes for an underwriting committee or a claims committee?

You record the committee from a phone or a computer, with no robot added to the video call, and Recapro writes the minutes in the format you pick, such as formal meeting minutes listing decisions and action items. The original transcript stays available alongside to check any wording. The document is a draft that the committee secretary reviews before it goes out.

03

Can Recapro process policyholders’ health data, for example in income protection or bodily injury claims?

Yes, in an on-premise deployment inside your walls or with the HDS hosting provider of your choice. Recapro is HDS-ready, with no HDS certification claimed, so its Cloud offer hosted in France must not be used to process personal health data. Meetings that contain none, such as a team review of how the claims desk is organised, can stay on the Cloud offer.

04

Can an adjuster record at the policyholder’s home with no network coverage?

Yes. The mobile app records offline and syncs the recording as soon as the connection is back. Transcription and the report are then produced on our servers in France with the Cloud offer, or on your own server with Fortress On-Premise. Recording starts from the adjuster’s phone, so no automated participant joins the conversation with the policyholder.

05

Does policyholder data go through a third-party AI service?

No. Transcription, summarisation and speaker identification run on our own servers in France, with no call to an outside AI API. Service data is hosted by Scaleway in Paris and France-Nuage in Vendée, encrypted at rest and in transit. With Fortress On-Premise, recordings, transcripts and reports stay on the machine installed on your premises.

Dig deeper

On-site assessments, claims handling, duty of advice. The same hosting questions come back on every file, and here is where we deal with them.