Jump

Insurance distribution runs on conversations, but too much of what's said in them never makes it into the CRM. Jump is the AI-powered meeting intelligence platform (40K users) built for the realities of insurance sales: high call volumes, fast-moving product conversations, and CRM systems that only work if people actually update them. Customers include Allianz, Manulife, Principal, Prudential, and more.

Jump preps you for your calls, joins your calls, and turns raw conversation into structured, actionable CRM notes and tasks automatically, all with compliance at the forefront. It also drives organic growth by identifying and tracking upsell and cross-sell signals that emerge inside conversations.

We work across the personas that drive insurance distribution:

Life insurance producers get every client conversation captured and synced, so follow-ups, needs analysis, and policy details are never lost between meetings.

Carrier wholesalers get a system built for volume: dozens of calls a day with advisors and agents, tracked and summarized without adding administrative burden to an already packed calendar.

Group benefits professionals get renewal conversations, plan changes, and broker relationships documented automatically, keeping complex multi-stakeholder deals organized from quote to close.

Medicare agents get compliant, detailed records of plan discussions and client needs, reducing manual documentation while supporting audit readiness and compliance review.

Commercial P&C teams get underwriting and renewal conversations turned into structured account intelligence, so coverage details, exposures, and client priorities carry forward instead of living in someone's notes.

Across every one of these roles, Jump's promise is the same: spend your time selling and serving clients, not on admin. Your CRM gets smarter every time you talk, your pipeline stays current, and your team gets visibility into what's actually happening in the field.