Every broker call ends with a next step on the file.
Record the broker meetings that matter and the summary lands on the submission or policy they concerned.
What you agreed on Tuesday becomes dated tasks, so the quote keeps moving and the renewal starts from what the insured asked for.
Nothing a broker tells you gets lost.
Recorded broker meetings land on the submission or policy they concerned, summarised for whoever picks up the file next, so the quote never waits on somebody’s notebook.
Record the meetings that matter.
Connect your calendar once. Record every Zoom, Google Meet or Teams meeting, or choose meeting by meeting, and the broker sees Riska join.
Skip the write-up.
A short summary with the key points, in the speaker’s own framing, is on the record before your next meeting starts.
Leave every call with a next step.
Commitments are pulled out with who agreed and by when. One click turns each into a task in that person’s queue.
Whoever picks up the file knows what was agreed.
The call sits on the submission or policy beside its emails, documents and notes, so a handover does not start with a round of phone calls.
“The renewal conversation used to live in my notebook. Now the next step is on the account by the time I am back at my desk.”
Every broker conversation, on the right file.
New business, renewal or a mid-term change, the meeting is filed on the record it concerned. Underwriters quote from what the broker said, and nothing is retyped.
Underwrite from what the broker said.
The broker walks you through the risk on the video call. The summary lands on the submission, next to the documents already read out of the email.
Renewals that remember last year.
What moved, what the insured is asking for and what you agreed to look at, on the renewal well before it expires.
Mid-term changes, captured.
A new location, a higher limit, a vehicle added. What the insured asked for is on the policy, ready to become the endorsement.
Rolled out without a project.
No new app for underwriters to learn, and you decide what gets recorded and what the summaries pay attention to.
Records Zoom, Meet and Teams
Zoom, Google Meet and Teams, from the calendar your team already uses.
Brokers matched to their accounts
Attendees are recognised from the people and companies in your book. A meeting that could belong to two accounts waits for a person rather than landing on the wrong one.
Summaries tuned to your book
Tell the summary what matters to your underwriters, in your own words, for each environment.
Changed like any other setting
Changes to what the summary looks for ship through a release, so you can see what changed and when.
Recording is opt-in
Nothing is recorded until someone turns it on, for their account or for a single meeting.
Trial it before rollout
Turn it on in a sandbox environment and try it on real meetings without touching production.
What happens after you hang up.
The summary is the start. The point is what it sets in motion: the follow-up, the endorsement and the referral.
Follow-ups, assigned.
Each commitment arrives with who agreed to it and by when. One click makes it a task on the record, in the owner’s queue, with the due date that was said out loud.
Catch up without the recording.
Read the summary, scan the transcript by speaker, or play the recording from the policy’s Calls tab. Nobody sits through a whole meeting to find one answer.
Act on what was agreed.
A new location becomes an exposure endorsement, a higher limit a quote change, a risk over your authority a referral. Riska lines up the action from the call, and you decide.
Every channel, on the policy record.
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.