The call lands on the account.
Every meeting is transcribed and summarised against the account, submission or claim it concerned. What you agreed on Tuesday sits on the file, not in one underwriter’s memory.
From the invite to the follow-up. By the time the call starts, Riska already knows the meeting exists, who is on it and which record it belongs to.
The meeting is already connected.
One connection syncs your inbox and your calendar, and the organiser and attendees are matched to people already in your book.
Transcribed and summarised.
Each call produces a transcript and a short summary written against the record it concerned, not into a separate notes app.
Commitments become tasks.
Next steps are raised as tasks with an owner, a priority and a due date instead of sitting in the middle of a paragraph.
Filed with everything else.
The call joins the emails, the parsed documents and the notes already on the record, in one timeline.
“The renewal conversation used to live in my notebook. Now the next step is on the account before I have left the call.”
Every conversation your book runs on. New business, renewal or claim, the call is filed against the record it concerned and nothing is retyped.
New business calls.
The broker walks you through the risk on the phone. The summary lands on the submission, next to the ACORD forms and loss runs already parsed out of the email.
Renewal calls.
What moved, what the insured is asking for and what you agreed to look at, on the renewal ninety days before it expires.
Claim calls.
The adjuster call, the coverage question and the commitment you made to the insured, on the claim rather than in a separate log.
It works because the record already knows. Nobody has to tag the call. The connection, the people and the record are in place before the meeting starts.
One connection
Connect your email account once and both the inbox and the calendar sync into the workspace together.
Participants resolved
The organiser and the attendees are matched against the people and companies already in your book.
One meeting, one record
Each meeting is routed to exactly one account, the same way an email thread is.
Searchable with the rest
Find a call the way you find a note, a file or a record: by what was in it.
Owners and due dates
Every follow-up carries an assignee, a priority and a due date, and lands in that person’s queue.
Scoped where it belongs
A connected account is enabled per environment, and can be scoped to the products it should touch.
What happens after you hang up. The summary is the start. What it sets in motion is the point.
Follow-ups, assigned.
Each commitment becomes a task on the record with an owner, a priority and a due date. A workflow can route it round-robin, chase it after five days and close it when the document arrives.
One timeline per account.
The call sits with the emails on the thread, the documents parsed on arrival and the notes your team wrote, newest first, with who did what and when.
Ask about the account.
The assistant reads the record in front of you, so you can ask what was promised on this renewal and get the answer from the file rather than from a colleague.
One workspace, every channel.
Email, documents and calls land on the same record, alongside the rating, workflows and reporting that act on it.
Put a real call on the record.
Bring a renewal conversation you would normally write up from memory. We will show you where it lands and what it starts.
Usually 30 minutes, with an underwriter on the call.