Insurance Broker App Gets An Update: Our Meeting Recorder

We are pleased to announce that RWA's Our Meeting Recorder iPhone app has had an upgrade and a bit of a face lift. The latest development now allows insurance brokers to take a photograph of their client visit and attach it to the email as further evidence for future use.

Our Meeting Recorder is a free mobile device app developed by RWA with Aviva. The app allows insurance brokers to evidence that client meetings have taken place with an innovative method of data capture.

Our Meeting Recorder allows insurance brokers to:

  • Record your client meeting location at the press of a button (time, date and post code)
  • Write notes about the meeting
  • Confirm you have completed key tasks 
  • Record a voice message with details of the meeting
  • Take a photograph of the visit 
  • Email a copy of the record to your office and also the office of your client (if you choose).

If you want to take some of the pain out of record keeping and ensure your account executives have file records of meetings and important actions then the RWA Our Meeting Recorder app will help.

Remember, if it isn’t written down it didn’t happen. Now you can show it did happen.

This application utilises GPS and Email.

 

About the author

Tom is a Director at RWA. He has built a team of professionals that continue to deliver outstanding service and develop innovative solutions for our clients. Passionate about change and developing sustainable futures, Tom is a transformational leader who was a winner at the Leading Wales Awards in 2014 and in the same year received a Distinction from Cardiff Metropolitan University for his Post Graduate Certificate in Sustainable Leadership. As well as his work leading the RWA team, Tom continues to work in the local Welsh community helping business start-ups, charities and enterprise facilitation initiatives.

Tom Wood

Get RWA Insight In Your Inbox

Regular business news and commentary delivered direct to your inbox each week. Sign up here