Every client conversation, documented and searchable.
Record policyholder meetings, track client relationships across renewals, and maintain a complete record of every discussion and recommendation.
Free forever on Mac · Grafite Core
The problem
Sound familiar?
Documentation requirements are demanding
Every recommendation and client discussion needs to be documented. Manual note-taking after meetings is time-consuming and error-prone.
Renewal context gets buried
When it's time for renewal, you need to remember discussions from 12 months ago. That context is usually buried in emails or lost entirely.
Clients expect you to remember everything
Your clients come to you once a year and expect you to pick up right where you left off.
The solution
How Grafite helps
Automatic meeting documentation
Record every client interaction and get AI-generated summaries with specific recommendations discussed, decisions made, and action items.
Year-over-year client history
Complete meeting timeline for every client. Pull up your full relationship history before any call, renewal meeting, or review.
Instant recall
Ask Grafite: "What coverage changes did we discuss with the Williamson account?" Get cited answers from any past conversation.
From the field
What people are saying
My renewal meetings are so much more productive because I know exactly what we discussed last year.
— Independent Insurance Agent, P&C Focus
The documentation practically writes itself. I just review the AI summary and add it to the client file.
— Risk Advisor, Regional Brokerage
I was skeptical about AI notes but the accuracy blew me away. It catches details I would have missed.
— Insurance Broker, Personal Lines
Everything you need
Built for this exact workflow
Grafite combines meeting recording, AI transcription, smart summaries, relationship tracking, task management, and conversational AI, all in a single browser tab.