Advice must be documented before the contract
Under the Insurance Distribution Directive, the client’s demands and needs have to be captured before a policy is sold. Handwritten notes are incomplete and hard to find later.
AI notetaker for insurers and insurance brokers: Document advice, claims and underwriting conversations the way regulators expect.
Caven records broker advice, claims calls and underwriting meetings without a bot, and turns them into notes for the policy file. Sensitive and health data stays processed in the EU.
We take your data seriously
Your meetings are no one else's business.
Data stays in the EU- No bot joins your call
- ISO 27001 and GDPR
- No training on your data
In short
Which AI notetaker is suitable for insurance companies and brokers?
Caven is an AI notetaker for insurers and insurance brokers: it records client advice, claims calls and underwriting meetings without a bot and turns each one into a structured record for the policy or claims file. Personal and health data is processed in the EU and never used to train AI models. Advice notes capture the client’s demands and needs and the advice given, to support the documentation the Insurance Distribution Directive (IDD) asks for.
- Recording
- No bot joins the call. Caven records from your desktop or phone: Teams, Zoom, Google Meet, Webex, in person and phone calls.
- Data location
- Processed in the EU. Your recordings are never used to train AI models.
- Hosting
- Caven EU cloud, your own AWS, Azure or GCP account, or fully on-premise.
- Security
- ISO 27001 certified, GDPR compliant, encrypted storage and optional pseudonymisation before AI processing.
- Output
- Transcript, structured summary in the right template, action items with owners, in 99+ languages.
- Integrations
- NetDocuments, SharePoint, OneDrive, Google Drive, Notion, Slack, and Outlook or Google calendar.
- Pricing
- A free plan, and Plus, Pro and Team with a 14-day free trial. Enterprise for firm-wide rollouts. See pricing
Caven at a glance
The challenge
Why generic AI notetakers don’t work for insurance teams
Claims conversations are sensitive
Claims calls contain personal and sometimes health information. Sending them to a US meeting bot is not an option for most insurers.
Underwriting knowledge is scattered
Risk visits and underwriting meetings produce insights that end up in personal notes instead of the client file.
Seamless in the background, with privacy at its core.
Prepare.
Walk into every meeting prepared, with context enriched briefings from your past meetings and connected tools.
Use cases
Which meetings insurance teams document with Caven
Client advice and renewals
Demands and needs, options discussed and the advice given, as the basis for your advice file.
Claims calls and interviews
What happened, statements and agreed next steps, with timestamps in the transcript.
Underwriting meetings
Risk information, conditions and open questions per policy.
Risk surveys with business clients
Findings and prevention measures, captured on site from your phone.
Committees and governance meetings
Decisions and reasoning in a structured record for your system of governance.
Broker and partner meetings
Agreements with agencies and partners, so nothing depends on one person’s memory.
Why insurance teams choose Caven
No bot in the call
Caven records from your desktop or phone. No third-party participant, no awkward introductions and no platform lock-in.
Your data stays in the EU
All recordings are processed exclusively within the EU. Never used for model training, never shared with third parties.
Built in Belgium, under EU law
Caven is a Belgian company with no US parent. Audio is processed on EU servers, and you can host Caven in your own cloud or on-premise.
The right summary, automatically
Caven recognises the type of meeting and applies a template tailored to your industry, or one built from your own notes.
Every meeting searchable
Every conversation becomes a structured record. Search your full history and ask the AI Copilot about any meeting.
Deploy where you want
Caven cloud, your own AWS, Azure or GCP, or fully on-premise. ISO 27001 certified and GDPR compliant.
Compliance
Built for advice, claims and governance records
Insurance conversations combine advice obligations with sensitive personal data. Caven helps you document both without giving up control.
How Caven processes your dataInsurance Distribution Directive (IDD)
Notes of each advice conversation capture the client’s demands and needs and the advice given, to support the documentation the IDD asks for.
DORA
Insurers and larger intermediaries have to assess ICT providers. ISO 27001 certification, EU processing and own-cloud or on-premise hosting make that assessment straightforward.
GDPR and health data
Health data is a special category under the GDPR. Caven processes in the EU, encrypts recordings and can pseudonymise names and identifiers before AI processing.
Solvency II governance
Structured records of committee meetings help show how decisions were made within your system of governance.
Caven supports your documentation; it does not replace your own legal or compliance assessment.
Hear it from the professionals who use it
“I hated taking written notes, which then weren’t always complete afterwards. Caven solved this problem for me completely.”
Frederik Vanden BogaerdeITLA“Safe and compliant use of AI is a priority for GD&A Advocaten. These tools increase our efficiency in the interest of our clients, and that is why we chose Caven.”
Steven MichielsGD&A Advocaten“Caven is a great tool that makes our day-to-day practice as lawyers a lot more efficient. The summaries are to the point, so during meetings we can focus more on the substance, which greatly improves the quality of the meeting. The Caven team’s technical support is always ready if there’s a problem. In short, a top product!”
Ivan ReynsReyns Advocaten“As a law firm, confidentiality is non-negotiable for us. Caven combines smart reporting with the security and privacy our sector demands.”
Sharryn-Chill HermyWanted Law“For a law firm, what is said in a meeting matters. Caven makes sure none of it gets lost and that it is properly worked through afterwards, which has made both our legal work and our admin a lot more disciplined.”
Maxim VaneeckhoutteMace“I hated taking written notes, which then weren’t always complete afterwards. Caven solved this problem for me completely.”
Frederik Vanden BogaerdeITLA“Safe and compliant use of AI is a priority for GD&A Advocaten. These tools increase our efficiency in the interest of our clients, and that is why we chose Caven.”
Steven MichielsGD&A Advocaten“Caven is a great tool that makes our day-to-day practice as lawyers a lot more efficient. The summaries are to the point, so during meetings we can focus more on the substance, which greatly improves the quality of the meeting. The Caven team’s technical support is always ready if there’s a problem. In short, a top product!”
Ivan ReynsReyns Advocaten“As a law firm, confidentiality is non-negotiable for us. Caven combines smart reporting with the security and privacy our sector demands.”
Sharryn-Chill HermyWanted Law“For a law firm, what is said in a meeting matters. Caven makes sure none of it gets lost and that it is properly worked through afterwards, which has made both our legal work and our admin a lot more disciplined.”
Maxim VaneeckhoutteMaceFurther reading for insurance teams
ComplianceWhy Encrypted Meeting Recordings Matter for Regulated Teams
ComplianceWhy Pseudonymization Matters in AI Meeting Intelligence
ProductWhy On-Premise Hosting Is Practically a Must in Highly Sensitive Environments
EU RegulationThe EU AI Act and High-Risk Teams: What Legal, M&A, and Finance Professionals Must KnowQuestions from
insurance teams.
Got a question?
Get in contact with our team.
Yes. Caven records the advice conversation and produces a summary of the client’s demands and needs, the options discussed and the advice given. You review it and add it to the client file to support your IDD documentation.
It can be, when the insurer or broker has a legal basis, informs the client and handles special category data such as health information with extra care. Caven processes recordings in the EU, signs a data processing agreement, encrypts recordings and can pseudonymise names and identifiers before AI processing. Your organisation stays the controller and decides how recordings are used.
Caven processes recordings in the EU, encrypts them and never uses them to train AI models. Names and identifiers can be pseudonymised before AI processing, and insurers can host Caven in their own environment for the most sensitive claims.
DORA requires insurers to manage the risk of their ICT providers. Caven supports that assessment with ISO 27001 certification, EU processing, a published sub-processor list and the option to run in your own cloud or on-premise.
Yes. Call from the Caven app with your own phone number; the policyholder sees your usual number. Afterwards you get a transcript, a summary and follow-ups.
No. Caven records Teams, Zoom, Google Meet and Webex calls from your own desktop, without a bot in the call. In-person conversations are recorded on your phone or laptop, and phone calls from the Caven app with your own number.
Yes. Record the conversation on your phone during the visit and Caven turns it into structured findings and follow-ups for the client file.
On the Caven EU cloud, data is processed and stored in the EU. Insurers can also run Caven in their own AWS, Azure or GCP account or fully on-premise.
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