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AI for Life Insurance Agent
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What you'll accomplish

By the end of this guide, you'll have Otter.ai set up to transcribe your needs analysis and follow-up appointments in real time. After each meeting, you'll get a searchable transcript and AI summary — with action items identified — that you can paste directly into your CRM. Instead of spending 15-20 minutes writing notes from memory, you review in 2 minutes.

What you'll need

  • Otter.ai account — free at otter.ai (300 minutes/month free; enough for 10-15 appointments/month)
  • A smartphone with the Otter app installed, OR a laptop with a working microphone
  • A paid plan if you do more than 10-15 hour-long appointments monthly ({{tool:Otter.ai.price}})
  • Cost: Free tier available

How-To Guide: Use Otter.ai to Capture Appointment Notes Automatically

Step 1: Create your Otter.ai account

  1. Go to otter.ai on your computer
  2. Click Sign Up Free and create an account with your work email
  3. Download the Otter.ai app on your smartphone from the App Store or Google Play

What you should see: Your Otter dashboard with a Record button and an empty transcript history.

Tools:Otter.ai