Dictation software for insurance agents and brokers
VoiceTyping is dictation software for insurance agents who spend the day on calls and then lose the evening to file notes. You talk through the call, the coverage questions and the next step, and AI cleanup removes the ums, applies your corrections and adds punctuation, so the note you paste into your agency management system or the follow-up you send to the client already reads cleanly. Personal costs 7 USD a month billed yearly.
The short answer for agents and brokers
Most of an agent's paperwork is words: a call note after every client conversation, a recap of what was quoted, a renewal reminder, a reply to an underwriter. Typing each one takes longer than the call did, so notes get skipped or batched at the end of the day, and details are lost.
VoiceTyping lets you dictate the note right after you hang up. Talk for 40 seconds the way you would brief a colleague, and the Notes style returns tidy bullets: who called, what they asked, what you quoted, what happens next. The Email style turns the same recap into a client follow-up. On a laptop the extension for Chrome and Edge types straight into browser based agency management systems, CRMs and web mail.
Call notes that survive an audit
Say "spoke with Dana Reyes about the commercial auto renewal, she added two drivers, no, three drivers, quote to follow Friday" and the note says three drivers. A complete note written within minutes of the call is worth more than a perfect one written a week later.
Follow-ups in your own voice
The Email style writes a greeting, short paragraphs and a sign off. Dictate the same quote recap once and send it as an email, then say "make it shorter" for a text message.
Carrier names and policy terms spelled right
Add carriers, underwriters, endorsement types and terms like umbrella, ACV, BOP and E&O to your personal dictionary. Personal holds 200 words and Pro holds 2,000.
Snippets for what you repeat
Save your standard documents request, renewal reminder or disclosure wording as snippets and insert them by voice. Personal includes 10 snippets and Pro has no limit.
Fix it by voice
Say "more formal" for a letter to a commercial client or "friendlier" for a long time personal lines customer.
Works in the browser tools you already use
The extension types into the note and email fields of web based systems. On a phone you dictate in the installed web app and share the cleaned text into any app.
How to clear your call notes in four steps
- 01 Add the extension to Chrome or Edge and install VoiceTyping to your phone's home screen. It takes a couple of minutes.
- 02 Right after a call, hold the record button and talk through what was said, what you quoted and what you promised.
- 03 Pick the Notes style for the file or the Email style for the client, read the result once and correct anything by voice.
- 04 Paste or type it into the policy record. Back at the desk, the extension writes straight into the same browser fields.
How far each plan goes for an agent
AI minutes are counted on your speech, by the second. A typical call note is 30 to 60 seconds of talking.
| Plan | Price billed yearly | AI minutes per month | About this many 45 second notes | Daily cap |
|---|---|---|---|---|
| Personal | 7 USD per month (84 USD per year) | 400 | 530 | 40 minutes |
| Pro | 14 USD per month (168 USD per year) | 900 | 1,200 | 90 minutes |
| Team | 24 USD per seat per month, from 3 seats | 1,500 per seat | 2,000 per seat | 120 minutes per seat |
An agent who handles 25 client contacts a day and dictates a note for each uses about 19 minutes, so Personal covers the month. Producers who also dictate proposals and renewal letters usually pick Pro. Monthly billing is 15 USD for Personal and 29 USD for Pro. Every plan is on the voice typing app pricing page.
What insurance professionals dictate with VoiceTyping
- Independent agents who log every call and send a quote recap before the next client calls.
- Producers and sales reps who dictate prospecting follow-ups between meetings.
- Account managers who write renewal reminders, certificate requests and endorsement summaries.
- Claims and service staff who write file notes during and after calls.
- Agency owners who put the whole team on one dictation software for teams plan with shared billing from 3 seats.
VoiceTyping writes what you say. You remain responsible for accuracy in anything you file, including coverage statements, and for following your agency's and carriers' rules on what client data goes into any tool.
VoiceTyping compared with other dictation options for agents
Facts about other products are as published at the time of writing and may change.
| VoiceTyping | Phone keyboard dictation | Dragon Professional | Wispr Flow | |
|---|---|---|---|---|
| Price | 7 to 14 USD per month billed yearly | Included with the phone | About 699 USD one time | Pro about 12 USD per month billed yearly |
| Removes ums and false starts | Yes | No | No | Yes |
| Styles for email, chat and notes | Yes, 4 built in plus custom on Pro | No | No | Tone per app |
| Custom vocabulary for carriers and terms | 200 or 2,000 words | No | Yes | Yes |
| Works on a phone | Yes, installed web app | Yes, in every app | No | Yes, native keyboard |
| Types into desktop programs | No, browser only | Not applicable | Yes, Windows only | Yes |
| Team plan with invoices | Yes, from 3 seats | No | Through resellers | Yes |
If your agency management system is a desktop program, Dragon or Wispr Flow may fit better because they type into any window. If your systems and email live in the browser and you want each note cleaned before it is saved, VoiceTyping is the cheaper fit on a yearly plan. See the detail on the Dragon dictation software alternative and Wispr Flow alternative pages.
FAQ
What is the best dictation software for insurance agents?
The best dictation software for insurance agents cleans up what you say instead of typing every filler word. VoiceTyping removes ums, applies corrections and formats call notes and client emails in the browser tools agents already use. Agents who need dictation inside desktop only software may prefer Dragon on Windows.
Can I dictate client call notes and file notes?
Yes. Use the Notes style right after the call and paste the result into the policy or contact record. Read it once before saving, since you are responsible for what goes in the file.
Will it spell carrier names and policy terms correctly?
Add carriers, underwriters and terms like umbrella, ACV, BOP and E&O to your personal dictionary once and VoiceTyping uses them every time. Personal holds 200 entries and Pro holds 2,000.
Is dictation private enough for client information?
Audio is processed to produce text and deleted right after transcription, and it is never used to train models. Read the privacy and security page, and follow your agency and carrier rules on what client data you put into any tool.
Does it work with my agency management system?
If the system runs in Chrome or Edge, the extension types into its note and email fields. There is no separate integration to set up. Desktop only systems are not supported by the extension.
How much does dictation software for agents cost?
VoiceTyping Personal is 15 USD per month or 84 USD per year, Pro is 29 USD per month or 168 USD per year, and Team is 24 USD per seat per month billed yearly from 3 seats. Dragon Professional costs about 699 USD one time and runs only on Windows.
Try it on your next call note
Record 15 seconds the way you would brief a colleague and see the clean version before you decide anything.