Slash Meeting Busy Work. Supercharge Your Sales.
Dibs is the AI assistant for Insurance Agents that automates your notes, compliance, and follow-ups so you can spend more time selling.
Why Dibs?
Everything you need to automate your meeting admin and focus on what matters most — closing deals.
Built for Every Insurance Conversation
Capture suitability discussions and beneficiary designations accurately.
Generate compliant notes for state suitability and replacement forms.
Auto-update CRM with policy amounts, riders, and underwriting status.
Document Scope of Appointment and Annual Enrollment Period calls.
Generate CMS-compliant notes with plan comparisons and eligibility.
Auto-log enrollment applications and Medicare Advantage details.
Document employer census data and contribution strategy discussions.
Generate ERISA-compliant notes for open enrollment meetings.
Auto-update CRM with renewal dates, participation rates, and quotes.
How It Works
Simple. Automated. Compliant.
Record calls or meetings
AI transcribes everything automatically - phone calls, in-person meetings, or video conferences.
Extract key details
Client details, policy numbers, coverage info, and compliance requirements are automatically identified.
Sync everything
Into CRM + compliance log automatically, with smart follow-up reminders and next actions.
Free up hundreds of productive hours. Grow your book with AI
Join the waitlist to be the first to experience Dibs.
Let's start with the basics
Early Access Pricing
Join the waitlist to get exclusive early-bird pricing and priority onboarding.