Debrief IQ

Debrief IQ records your client meetings and turns them into structured notes, action items, and CRM updates — built for independent insurance agencies. RECORD ANYWHERE — EVEN OFFLINE • Native recorder designed for in-person meetings — keeps recording while the screen is locked or you switch apps • Offline-first: recordings are saved on your device first and upload automatically when coverage returns • On-device library with offline playback, sharing, and storage controls — your recording is never lost to a dead zone GUIDED MEETINGS • Attach an agenda or intake form before you hit record • A live checklist stays on screen during the meeting so nothing gets missed • Intake answers are extracted from the conversation automatically by the Debrief IQ platform CONNECTED TO YOUR CRM • Link meetings to your Pipedrive or HubSpot contacts as you type the client's name • Summaries and action items sync to the right client record — no copy-paste REVIEW ON YOUR PHONE • Full transcripts, summaries, action items, key decisions, and topics for every meeting • Editing, speaker mapping, and team features live on the web at meetingiq.appliedaijax.com Debrief IQ is the mobile companion to the Debrief IQ platform by Applied AI. Accounts are provisioned by your agency administrator — visit appliedaijax.com to set up your team.