How Insurance Teams Save Hours with Automated Meeting Notes
Challenge
At Oney Insurance, meetings are central to collaboration - from client updates and project reviews to internal strategy and recruitment calls. But documenting these discussions took up significant time and effort.
Before using Jamie, the team’s note-taking process looked like this:
- Manual transcription: After each meeting, recordings were replayed to create written notes.
- Heavy admin workload: Preparing summaries and follow-ups required considerable time and attention.
- Unclear action items: Key tasks and ownership weren’t always captured consistently.
- Reduced focus during meetings: Taking notes manually distracted participants from the conversation itself.
As one team member explained, “Gathering meeting minutes required considerable effort and time.” The result was that a large share of productive time was spent on documentation rather than analysis or client engagement.
Solution
Oney Insurance adopted Jamie to simplify and automate meeting documentation across all types of discussions - from internal syncs to client meetings.
Jamie automatically records meetings and produces clean, structured summaries with clear action items. These summaries are then easily shared with teammates, ensuring everyone - including those who couldn’t attend - stays informed and aligned.
How Oney Insurance uses Jamie:
- Internal meetings: Quick, accurate summaries make it easy to follow up on priorities and track progress.
- Client meetings: Automatic documentation ensures decisions, commitments, and next steps are always recorded precisely.
- Sales and recruiting calls: Action items and candidate or client details are captured instantly, reducing admin work.
- Project updates: Summaries help maintain clarity across technical and cross-functional teams.
Outcome:
- “The automated summaries drastically reduce our workload and need very few adjustments.”
- Precise action item extraction and task list generation.
- Works without a visible meeting bot, ensuring privacy and professionalism.
- Meets company data protection standards - a crucial factor in the insurance industry.
Jamie has become a seamless part of the workflow, quietly handling the administrative side of meetings so the team can focus on high-value work.
Impact
The results at Oney Insurance were immediate and measurable.
Quantitative results:
- 1–2 hours saved per meeting per person, depending on length and complexity.
- 30–45 minutes less spent on post-meeting documentation, freeing time for higher-value analytical and strategic tasks.
Qualitative improvements:
- Meetings now feel more focused and productive, with participants fully engaged in the discussion.
- Action items are clearer and automatically shared, improving accountability and follow-up.
- Knowledge sharing has become effortless — meeting summaries are easily distributed and accessible to all relevant team members.
- The entire process of capturing and communicating meeting outcomes has become faster, more accurate, and more secure.
Testimonial
"Jamie makes capturing and sharing meeting insights effortless and fast."
Francesca Sant
Data Analyst & Developer | Oney Insurance PCC Ltd.
Why it matters?
In insurance, precision, accountability, and efficiency are critical. Every client discussion, internal review, or project update carries information that needs to be captured and acted upon quickly.
With Jamie, Oney Insurance has turned one of its most time-consuming tasks into an automated, reliable process. Meetings that once required manual transcription and hours of follow-up now produce ready-to-use insights within minutes - freeing the team to focus on analysis, innovation, and customer value.
Jamie helps Oney Insurance work smarter - making documentation effortless, knowledge accessible, and collaboration faster than ever.
Book a demo today
Learn more about how Jamie can eliminate busywork and free your team to focus on what really matters.
