Insurance professionals: your document in 30 seconds, in the language of your appointment
Expert report, Appointment summary, and List of documents: dictate or paste what was said, and Notae structures the document in your own vocabulary. You review it, validate it, and send it.
Between appointments with policyholders and the documents to gather for each file, writing a faithful expert report takes time a heavy claims load rarely allows. Notae turns what was declared and observed into a structured document, without ever inventing an amount or a settlement decision.
Three formats, your vocabulary
A insurance claims adjuster Notae account only sees these three formats — never the formats or vocabulary reserved for another profession, and vice versa.
- Expert report — Policyholder's statement (the facts, as said), observations made (only what was described or seen), circumstances reported, and missing elements ("to be completed" if not provided).
- Appointment summary — Topic discussed, information shared by the policyholder (only what was mentioned), explanations given by the professional (as stated), and next step and deadline.
- List of documents — Documents requested (as announced), by whom (policyholder or third party), deadline (if given, otherwise "not specified"), and point of contact.
Before / after, on an example
What you dictate at the end of the exchange:
"the water damage was noticed Monday morning? yes, I saw a stain on the living room ceiling when I got up — did you notify the building manager? yes, the same day — I'll examine the area and list the documents needed, I'll send you the full report by the end of the week"
What Notae produces (Appointment summary format):
Topic discussed : water damage noticed Monday morning, stain on the living room ceiling.
Information shared by the policyholder : building manager notified the same day.
Explanations given : site examination pending, list of file documents being prepared.
Next step : full report expected by the end of the week.
To be validated by the professional.
Notae for every profession in insurance professionals
Choose your exact profession at signup: the vocabulary and examples adapt, while the three formats stay those of insurance professionals.
Security and confidentiality
Notae is hosted in Europe and GDPR-compliant: documents are encrypted, never resold, and never used to train a model. Reports stay in your encrypted account; you decide whether to send them to the insurer or a third party.
The same price, whatever your profession
Solo
- 150 notes per month
- Recording and dictation with no time limit
- Expert report · Appointment summary · List of documents
- Encrypted history, thread between sessions
- PDF & Word export with practice letterhead
Practice
- Everything in Solo, for each practitioner
- 150 notes per month and per seat
- Team invitations and management
- One invoice for the whole practice
- Data processing agreement (DPA) provided
Prices in euros; VAT shown on the Stripe payment page before confirmation. See the full breakdown on the Pricing page.
During the trial
Seven days, no card, with 30 minutes of audio and 5 notes in total over the period (whichever limit is reached first). Enough to test Notae on your real appointments before deciding.
Frequently asked questions
Does Notae assess the amount of a settlement?
No, never. Notae reports statements and observations exactly as said or seen; no amount, rate, or settlement decision is ever invented or inferred.
Does a insurance claims adjuster account see formats meant for other professions?
No. Every Notae account has a profession chosen at signup. A insurance claims adjuster account only sees the formats and vocabulary specific to their profession; it has no access to any format or text reserved for another profession (for example a researcher), and vice versa.
Does the policyholder's personal data stay confidential?
Yes. Reports stay in your encrypted account; you decide whether to send them to the insurer or a third party.
Try it on your next appointment
Seven days, no card, 30 minutes of audio and 5 notes. Dictate or paste a transcript, and judge the result for yourself.
Start the free trial (7 days, no card)No charge during the trial · cancel anytime with one click afterward.