Be in the conversation.
Keep every next step.

Yes. When you create a client or team meeting, choose In person, Video call now, or Schedule for later. In person opens the recorder. Video call now asks for a title, guest email addresses, and a duration, then uses your connected Google Calendar to create a Google Meet call or a Teams-enabled Outlook calendar to create a Teams call. Guests receive a calendar invitation; that invitation does not grant access to your Debrief IQ notes or recordings. Open the meeting to join the call. Automatic notetaker capture is not currently available; you can upload a recording from your meeting platform afterward. Schedule for later takes you to the existing scheduling form with client or team already selected.

Open Debrief IQ on your phone or laptop, tap record, and place the device where it can hear everyone. Audio is captured on your device, uploaded over an encrypted connection, and encrypted at rest in cloud storage. Debrief IQ and its processing providers access the audio to transcribe it; this is not end-to-end encryption.

Create them from the New Meeting screen and keep going. Type the name, and if nothing matches, Debrief IQ offers to create the contact in your CRM right there — name, phone, email, and company — then links the new record to the meeting before you start recording. A walk-in or a referral you haven't written up ends up as a real contact rather than a meeting with nowhere to file. You can also attach more than one person to the same meeting, which is how a couple on a homeowners review or two partners on a commercial renewal get filed. One of them is the primary, and the primary is the only contact your CRM note posts to — linking a second person never puts a duplicate note in your book.

Debrief IQ lets you correct the transcript line by line and edit the summary — the recap, topics, decisions, and participants. The original transcription remains available behind a "view original" toggle. Review your changes before saving, and check any summary note already sent to your CRM separately; do not assume an edit has updated that external copy.

Yes. If the audio was captured somewhere else — a phone voice memo, a dictation app, an export from another tool — upload the file on the New Meeting screen and Debrief IQ transcribes and summarizes it exactly like one it recorded itself. It accepts m4a, mp3, wav, webm, and ogg. Long files upload in resumable chunks, so a dropped connection resumes where it stopped instead of starting the whole file over.

Automatic notetaker capture is not currently available. For a Zoom, Teams, or Google Meet call, record with your meeting platform, with participants informed, then upload the audio to Debrief IQ. Connecting a calendar or video account alone does not record a call.

Yes. Each teammate connects their own Google Calendar or Outlook account in Settings → Scheduling → Calendars. That connection shows upcoming meetings in their Schedule and checks busy times when offering and confirming booking slots. A teammate's calendar connection does not enable your own booking page, and appointments on calendars you have not connected are not checked. Google Meet booking links use your Google Calendar connection; no separate Meet connection is needed. Teams links require a supported Microsoft 365 account. Connecting a calendar does not record calls; you can upload audio from your meeting platform.

Yes. Every Debrief IQ agency gets a booking page at debriefiq.appliedaijax.com/book/your-agency, with insurance-specific event types — annual policy review, new-business quote intake, claims walk-through — and a choice of in-person, phone, or video. The client sees times in their own time zone, books, and gets an email confirmation plus email reminders before the meeting. Drop the booking link in your email signature, or embed the booking widget on your agency website with one line of code.

Yes. An agency admin chooses access for each assistant and teammate in Settings → Scheduling → Team access. In each Schedule tab, the assistant can choose an approved teammate, view busy times, and copy or open their published booking pages. Teammate access is read-only: creating proposals, editing bookings, and changing event types stay within the assistant's own schedule. Private calendar details, recordings, and account settings remain private.

It became part of Debrief IQ. CalendarIQ was Applied AI's standalone scheduling tool; as of September 18, 2026 everything it did — booking pages, event types, proposed times, email reminders, CRM sync — is built into Debrief IQ, and the standalone CalendarIQ product is retired. The old CalendarIQ address answers for a short overlap, then redirects here. If you were paying for CalendarIQ, you are not charged for it anymore: scheduling is included in every Debrief IQ seat.

No. Scheduling is included in every Debrief IQ seat, Recorder and Viewer alike, at no added cost. Anyone on your team can have a booking page and send proposed times. Recording the booked meeting works the way it always has — that part takes a Recorder seat.

No. Open the booked meeting and start recording when you are ready. For in-person and phone bookings, the recorder opens with the client and meeting already selected, and the resulting transcript and summary stay on that meeting. Automatic notetaker capture for video bookings is not currently available; record with your meeting platform and upload the audio.

Yes — that is Propose Times. Pick a handful of open slots from your calendar and send them by email or as a link. The prospect taps one, and it books straight onto your calendar and shows up in your Schedule. It is the right tool for a renewal review you are trying to get on the books, where a 'here is my link' feels like homework.

Yes. Open any upcoming meeting in the Schedule and attach the client record, an agenda, or an intake form ahead of time. When you start recording from that meeting in the web app, the checklist is already on screen, and the intake answers are pulled from the conversation automatically afterward.

Yes, by email. The client gets a confirmation when they book and an email reminder before the meeting, and the producer sees the whole day in the Schedule. Debrief IQ does not send text-message reminders today.

No. Debrief IQ emails you the summary and a link to the transcript. Meeting action items appear automatically in your Tasks dashboard after processing. If you use Producer IQ, Pipedrive, or HubSpot, summary notes sync automatically to a linked contact; you choose and assign the action items to sync as CRM tasks.

Your choice. Debrief IQ works as a web app you can install straight from your browser, and the native Debrief IQ app is on both the App Store and Google Play — iPhone, iPad, and Android — with offline recording, an on-device recordings library, and live meeting checklists built in. The mobile app is the recording surface, so it's for Recorder seats; Viewer seats work from the web app.

Two seat types, because most agencies don't need everyone recording. A Recorder seat is $60 per seat per month ($48 on annual billing) and includes in-person recording, audio uploads, and the mobile app for iPhone and Android. Automatic notetaker capture is not currently available. A Viewer seat is $20 per seat per month ($16 on annual billing) and includes everything except starting a recording: every meeting the agency records, summaries, transcripts, search, follow-up email drafting, coverage and renewal extraction, intake forms, tasks, and Q. An agency buys both — three producers on Recorder plus six CSRs on Viewer is $300 a month rather than $540.

One thing: whether that person can cause a meeting to be recorded. Recorder seats start recordings and upload audio. Automatic notetaker capture is not currently available. Viewer seats do everything after the meeting — read the summary and transcript, draft the follow-up, pull coverages and x-dates, fill and finalize intake forms, run tasks, and ask Q. Both seats see every non-private meeting in the agency, so the back office is working from the same record the producer created. One person holds one Debrief IQ seat; your agency admin picks which type when they assign it.

Optional. Debrief IQ connects to Producer IQ, Pipedrive, and HubSpot — pick your provider in Settings (Producer IQ needs no token; it runs on the same Applied AI account). Your meeting summary posts automatically as a note on the linked client contact. Review, select, and assign action items, then explicitly sync them as CRM tasks. Meeting action items also appear automatically in Debrief IQ's Tasks dashboard after processing, with or without a CRM.

A running list of your tasks. Meeting action items appear automatically after processing; no web Save is needed to add them. You can also review and save tasks from a voice memo. Add notes, mark tasks complete, and assign them to yourself or teammates. CRM tasks still require you to review, select, and assign the items you want to sync.

Debrief IQ is built HIPAA-defensive throughout: audio is stored with AES-256 encryption on AWS S3 in the United States, filenames use UUIDs so they carry no client information, transcripts are never logged in plain text, PII is redacted before logging, and access is audit-logged. Meeting content is never used to train AI models and is never sold or shared. Where a covered engagement requires a Business Associate Agreement, we execute one as part of contracting. Full detail is on our Security page at /security/.

Yes. Every meeting is scanned automatically as it's processed for five kinds of sensitive information clients read out loud when binding a policy or setting up payments: Social Security numbers, credit card numbers, bank routing and account numbers, dates of birth, and driver's license numbers. Card numbers are checksum-verified, and when a digit is misheard or misread the value still flags if the surrounding conversation makes clear what it was — so a garbled Social Security, card, or bank number doesn't quietly slip through. Dates only flag near birth-date context, so renewal dates and policy numbers don't trigger false alarms. When something is found, the meeting shows a warning with what was detected — for example, 1 SSN and 1 credit card — across the transcript and the intake form, and a Highlight button marks exactly where each value appears: click a highlighted value in the transcript to play back the moment it was said, and dismiss anything flagged in error. Your team can also mark anything the patterns miss — select text in the transcript or flag an intake field by hand, and it's treated exactly like a detected value. The detection record itself stores only masked previews like •••-••-6789, never the full value, and automated detection is a review aid, not a guarantee — your team should still review before sharing.

Debrief IQ provides sensitive-info review, text redaction, audio muting, and recording-deletion controls. Review the flagged values and audio sections before confirming; detection can miss information. Text redaction replaces matched values with [REDACTED], while audio muting runs separately in the background and may fail. Check the completion status, review the resulting text, and listen to the recording before sharing it. These controls do not guarantee removal from every copy. Check saved Tasks, photos, previously sent emails, downloaded files, and CRM notes separately. Backup copies follow their retention schedule. Applied redactions and deletions cannot be undone.

Yes. Debrief IQ builds an E&O Coverage Record for each meeting — every coverage you offered and what the client decided (accepted, declined, or deferred), with a verbatim quote from the recording and the exact timestamp you can play back. Print it or save it as a PDF for the client file, so you have a defensible record that the coverage was offered if a claim is ever denied for something the client turned down.

Yes. When a renewal or expiration date comes up in a meeting, Debrief IQ captures the x-date along with the policy type, carrier, and premium — then emails you a reminder 60 days before it hits and again at 14 days. No spreadsheet of x-dates, no renewal slipping past unnoticed. You can turn reminders off anytime in Settings.

Yes — this is built for the walk-in quote. When a prospect brings their current policies to an in-person meeting, open the meeting page in your phone's browser and tap Take Photo: dec pages, auto ID cards, even a VIN plate. From a desktop you can drag in photos or PDF scans instead (JPEG, PNG, WebP, and PDF are accepted). The photos attach to the meeting, and within seconds Debrief IQ extracts a Current Policy Snapshot of what the client carries today — carrier, policy number, term dates, premium, named insureds, vehicles with VINs, drivers, and each coverage with its limit and deductible. Every extracted field carries a confidence flag and links to the exact photo it was read from, so you verify against the document before you key it — and each field has a copy button, built for keying the quote into your rater or Guidewire PolicyCenter. Debrief IQ never auto-fills any external system; your agent stays the author of the quote. A blurry or glared page gets a 'retake this page' note instead of a confident guess. You can also ask Q things like 'what bodily injury limits do they carry now?' and it answers from the photos, citing which one. Photos are stored encrypted in the United States and auto-delete after 30 days — the extracted snapshot stays with the meeting — and they're covered by the sensitive-info scan and removal flow, which can delete the photos themselves on the spot. Long-term policy document storage is Fine Print IQ's job; this is quote-time capture.

Absolutely. Debrief IQ has a dedicated Team Meeting mode — record, transcribe, summarize, and assign action items to your team without needing a client contact.

Q is the AI assistant built into every Applied AI tool. In Debrief IQ, you open Q on a recorded meeting and ask anything — Q already has the full transcript, summary, and action items, so it answers grounded in what was actually said, in plain English. Unlike a bolt-on chatbot that knows nothing about your work, Q reads the file in front of it. The same Q rides along in Fine Print IQ (your policy library), Usher IQ (website conversations), and Producer IQ (client records) — one expert across the whole suite.