Effortless compliant documentation
Between regulatory requirements and client needs, documentation can become a burden. Manni captures your conversations and automatically generates the documentation you need to stay compliant.
How Manni can help you
Real situations where Manni makes a difference.
Needs analysis
Capture every detail of your needs analysis meetings. Family situation, assets, concerns — everything is documented for compliance.
Service calls
Keep track of every call with your clients. Claims, coverage changes, questions — everything is recorded.
Regulatory compliance
Automatically document your conversations to meet regulatory requirements. Proof of advice, risk disclosure.
Renewals
During renewals, easily find the discussion history and changes in the client's situation.
Claims management
Document claim details from the first call. No information lost in the process.
Team training
Record your best sales practices to train new brokers with concrete examples.
The tools that change everything
Everything you need to save time.
Meeting summaries
Manni automatically generates structured summaries including identified needs, discussed products, and next steps.
- Compliance-ready format
- Clear needs and recommendations
- Export to your CRM
Complete client file
Access the complete history of all your interactions with each client in just a few clicks.
- Search by client or topic
- Chronological history
- Easy appointment preparation
Compliance documentation
Generate compliance documents from your transcriptions to meet regulatory requirements.
- Documented proof of advice
- Audit-ready format
- Secure archiving
Compliance documentation used to take me hours every week. With Manni, I generate my meeting reports in just a few clicks. I have more time for my clients and I'm always ready for an audit.
Ready to save time?
Try Manni for free and discover how AI can transform your daily work.
Stop taking notes. Focus on your conversations.
Join professionals who use Manni to capture every word of their meetings without lifting a finger.
14-day free trial. No credit card required.