Insurance agents call each client knowing what has changed

Littlebird remembers calls on your computer, email and screen, so each household's coverage and life changes stay in view

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SOC 2Never sold or used for trainingMac and Windows

Chat

What has changed for Brook Ellis since last year's renewal, and what did we discuss about umbrella coverage?

Worked for 3 steps

On the August 14 call, Brook mentioned that their teenager starts driving in January and that the kitchen renovation finished in May. You discussed umbrella coverage in March, and Brook asked for a quote once the new car is bought.

Your book of clients stays personal as it grows

Your book is hundreds of relationships, each with its own policies, renewal dates and life events: a new driver, a home renovation, a growing business. Clients value the agent who calls at the right moment and remembers what they shared.

Littlebird remembers the calls you take on your computer, the email you connect and the policy details you look up on screen. Ask what changed for a client since their last review, and Littlebird drafts the renewal note for you to send. The coverage advice stays yours.

What Littlebird does for you

It works from your meetings, email and the work on your screen, and you stay in charge of what goes out

Know each household's story

Ask about any client, and Littlebird answers from your calls, email and the policy screens you've viewed: what they have, what changed in their life and what you discussed last.

Get a brief before renewal reviews

With meeting prep on, Littlebird writes a short brief before reviews on your calendar, with last year's conversation and any life changes the client mentioned since.

Find clients with life changes to discuss

Ask which clients mentioned a new baby, a move or a renovation this quarter, and Littlebird answers from your calls and email so you can decide who needs a review.

Draft check-ins and review invitations

Ask for a renewal note or a review invitation, and Littlebird drafts it in Gmail or Outlook with the details that show you know the client. You edit it and send it.

Littlebird works with the tools you already use

Connect your email, calendar and files on every plan, including the free one

Littlebird also remembers what you see in any app on your Mac or Windows computer.

Integrations

Private by default

Littlebird never sells your data or trains models on it, and neither do its AI providers

You choose what it sees

Pause capture anytime, keep apps and websites out, and delete your data whenever you like.

Private until you share

Your chats, meeting notes and memory stay private to you unless you choose to share them.

Encrypted in the cloud

Data is encrypted at rest with AES-256 and in transit with TLS 1.3, and hosted on AWS in the United States.

Audited security

Littlebird is SOC 2 Type II audited, and HIPAA is available with a signed BAA.

Visit the Trust Center Read how we handle your data

Frequently asked questions

Can Littlebird help me prepare for renewal reviews?

Yes. With meeting prep on, Littlebird writes a short brief before reviews on your calendar, with what the client shared last time and any life changes since. You decide what to recommend, and Littlebird gives no coverage advice.

Does Littlebird work with my agency management system?

Littlebird remembers what you see in any app on your Mac or Windows computer, including your agency management system and carrier portals, so each client's policies and notes stay easy to find. You can also connect Gmail, Google Calendar, Google Drive, Outlook and Dropbox on every plan, including the free one.

Does a bot join my client calls?

No. Littlebird takes notes from your computer's audio, so no bot joins the call and it works with the meeting app you already use. It takes notes on calls you take on your computer, and the iPhone app handles in-person meetings. Let clients know you're taking notes, as your agency's policy and local law require.

Is client information kept private?

Littlebird never sells your data or trains models on it, and neither do its AI providers. It's SOC 2 Type II audited, your chats and notes stay private to you unless you share them, and you can pause capture, keep apps out or delete your data at any time.