Jefferson Meetings is live: notes in minutes, recordings on our own servers
Jefferson Meetings went live on 8 October 2026. You can find it at meet.jefferson.bio.
The idea is simple. You have a meeting, and within minutes you have notes from it. You don't have to type while you talk, and you don't have to rebuild the conversation from memory afterwards. The recording and transcript stay on InsurEco's own servers.
This post covers what that means in practice, the three ways to run a meeting, and why we kept the audio and transcripts in-house.
What Jefferson Meetings does
Jefferson Meetings records a meeting, produces a transcript and turns it into notes. The notes arrive within minutes of the meeting ending.
That's the whole product. There is no clever framing behind it. Insurance teams spend a lot of their day in conversation: with clients, with colleagues, and with the people on the other side of a renewal or a claim. Each of those conversations creates something somebody needs to remember, and usually somebody needs to write it down. Jefferson Meetings takes the writing-it-down part off your plate.
Three ways to run a meeting
There are three ways to run a meeting with Jefferson Meetings, so you can pick the one that fits how a particular conversation happens. Not every meeting looks the same. Some are planned, some come up at short notice, and some involve people outside your agency. Having more than one route means the tool can follow how you already work, rather than you rearranging your day around it.
Whichever route you choose, the result is the same:
- the meeting is recorded
- a transcript is produced
- notes are ready within minutes
- the audio and transcript are stored on InsurEco's servers
To see the options and choose one, start at meet.jefferson.bio.
Notes within minutes, not by the end of the week
The speed matters more than it might seem.
Notes that arrive within minutes are notes you can still act on while the conversation is fresh. You can check them against what you remember, catch anything that needs following up, and move on to the next thing. Compare that with how meeting notes often get written. Someone jots fragments during the call, then means to tidy them up later. By the time "later" comes, the details have blurred.
This matters in insurance more than most fields, because so much depends on exactly what was said. Did the client say the building was sprinklered, or that they were planning to sprinkler it? Was the change effective this month or next? A transcript gives you the actual words. The notes give you something you can read quickly. Having both soon after the meeting means you aren't relying on recall.
Why recordings stay on our own servers
This is the part we care about most.
When you record a meeting, you create a file holding everything that was said. For an insurance agency, that often includes client information: names, addresses, details about property and operations, sometimes claims history. It is exactly the kind of material agencies are expected to look after.
So the question "where does the recording go?" deserves a straight answer. With Jefferson Meetings, the audio and transcripts stay on InsurEco's own servers.
That gives you one clear answer when someone asks where a recording lives. If a client asks, or a carrier asks, or your own compliance process asks, you can say where the audio and transcript are held. You don't have to trace a chain of services to work out who has a copy.
We think that's the right default for a tool built for insurance teams. Convenience shouldn't come at the cost of knowing where your clients' information is.
Who this is for
Jefferson Meetings is for anyone on an insurance team who has conversations worth remembering. That probably means most of you.
It's especially relevant if:
- you handle client data in meetings and need to be clear about where recordings are stored
- you currently take notes by hand during calls and lose detail as a result
- you want a written record of a conversation soon after it ends, not days later
If you already use Jefferson, Meetings sits alongside the rest of the assistant as one more way it helps with the routine work around your actual job.
What it doesn't do
We want to be clear about the limits, too. Jefferson Meetings gives you a recording, a transcript and notes. It doesn't replace your judgement about what a conversation means or what to do next. The notes are a starting point you can rely on, and you still decide what matters.
You should also still read what it produces. Notes that arrive within minutes are most useful when someone who was in the meeting gives them a quick look while the conversation is fresh.
Getting started
Jefferson Meetings has been live since 8 October 2026. To try it, go to meet.jefferson.bio, choose one of the three ways to run your meeting, and have the conversation as you normally would. Your notes will be ready within minutes, and the recording and transcript will stay on InsurEco's servers.