The compliance-first AI copilot // insurance sales

Every word on the record.The record on your side.

Verbatim rides shotgun on every insurance call — cryptographic proof of every word, guidance on the glass in 142 ms, and a flywheel that learns which arguments win. Your reps close harder because the record is perfect.

EXHIBIT AThe Flight Recorder

Proof, notrecollection.

Every call Verbatim touches becomes a SHA-256 hash chain — each sentence sealed against the one before it, in wet ink that mathematics can read. Rewrite a single word, months later, and the document voids itself in public.

When a claim dispute lands in court, you don't produce a memory. You produce the record.

THIS IS NOT A MOCKUP — the document on this page is hashing with real SHA-256 (WebCrypto), in your browser, right now. Press tamper and watch the mathematics object.
Sealed transcript — ANNUITY RENEWALCHAIN INTACT
CASE № 88-1042RECORDED FEB 11, 14:02 CSTALGORITHM SHA-256 · CHAINED
BLK
01

PROSPECTSo if the market dips next year — what actually happens to my payout?

✓ SEALED······
BLK
02

REPThe floor is locked at 3%. That part is contractual — it cannot move.

✓ SEALED······
BLK
03

REPAbove the floor, returns track the index. I can't promise you a number beyond that.

✓ SEALED······
BLK
04

PROSPECTFine. But I want that exact sentence in writing.

✓ SEALED······
BLK
05

REPIt's already sealed in the call record. You'll have the signed transcript tonight.

✓ SEALED······
Chain verified — 5/5 blocks

EXHIBIT BThe HUD

Guidance at thespeed of speech.

No chatbot walls of text. When an objection lands, the HUD puts three calm cues on the glass — five words or fewer, 142 ms median — and gets out of the way. Reps read it in a glance, mid-sentence, without breaking eye contact with the deal.

Trained on your playbooks. Fenced by your compliance rules. It never suggests a sentence your lawyers haven't met.

LIVE SIMULATION — a real objection→guidance loop, paced exactly as reps experience it. The tape never stops.
REC 00:04:12VERBATIM HUD v2.4LATENCY 142 MS
Listening ▂▃▂
CHAIN 0x3f9c…00b SEALINGDEEPGRAM STT · 16 KHZ
0ms
Median guidance latency, mic to glass
0%
Of calls cryptographically sealed
0
Founding pilot slots open this quarter
0
Bytes of audio retained after the call
EXHIBIT CThe Bandit Flywheel

Your best argument,discovered statistically.

Every guided call is an experiment. A Thompson-sampling bandit tests your arguments against live outcomes, promotes what closes and retires what doesn't — autonomously, across the whole floor. Your newest rep inherits the statistical instincts of your best one.

LIVE MATHEMATICS — the curves below are the sampler's actual Beta posteriors, recomputed in this tab on every draw. Tighter bell, higher confidence.
Posterior beliefs — P(win | argument)BETA(α, β) · LOG-SPACE
20%25%30%35%40%
Estimated win rate → draw · batch won draw · batch lost
Argument leaderboard — 12,841 guided calls
01Total-cost reframen=1,24934.3%
02Claims-speed storyn=1,22931.8%
03Peer-carrier proofn=1,01929.6%
04Deductible mathn=47325.8%
05Risk-pool scarcityn=33622.0%
THOMPSON SAMPLING — RUNNING LIVE IN THIS TAB

EXHIBIT DChain of custody — the spec sheet

Built for people whoread the appendix.

CUS-01Chained SHA-256 ledgerEvery utterance sealed against the previous block within 300 ms of transcription. Tampering is not hidden — it is mathematically loud.CORE
CUS-02Zero audio retentionAudio is transcribed in-stream and discarded. What remains is the sealed text record — nothing for an attacker to leak, nothing for a subpoena to surprise you with.DEFAULT ON
CUS-03Compliance fenceState-by-state scripting rules (NAIC-aligned) enforced before a suggestion ever reaches the rep. The HUD cannot recommend a sentence your counsel hasn't approved.PER-STATE
CUS-04Courtroom-ready exportOne click produces the transcript, the hash chain, and an independent verification script any expert witness can run.VERIFIABLE
CUS-05SOC 2-aligned · GDPRControls built to SOC 2 standards from day one — formal audit underway with the founding cohort. EU data residency options, DPAs signed same-day.AUDIT-READY
CUS-06SSO / SCIM / On-premOkta, Entra, Ping out of the box. Air-gapped deployment for carriers who treat the cloud as a rumor.ENTERPRISE

APPENDIXThe deposition — questions on the record

Asked under oath,answered verbatim.

Q01What is Verbatim?
A

Verbatim is a compliance-first AI sales copilot for insurance agencies. It listens to live sales calls, seals every word into a tamper-evident SHA-256 hash chain (the flight recorder), puts short real-time guidance on the rep's screen in about 142 milliseconds, and runs a Thompson-sampling flywheel that learns which sales arguments actually win.

Q02How does the cryptographic flight recorder work?
A

Each sentence of the call transcript is hashed with SHA-256 against the hash of the sentence before it, forming a chain. Change a single word later and every subsequent seal breaks visibly — the record is tamper-evident by mathematics, not by policy. One click exports the transcript, the hash chain, and an independent verification script that any expert witness can run.

Q03Does Verbatim record or store call audio?
A

No. Audio is transcribed in-stream and immediately discarded — zero audio retention by default. What remains is the sealed text record: nothing for an attacker to leak and nothing for a subpoena to surprise you with.

Q04Will real-time guidance distract my agents?
A

The HUD is built for the opposite. When an objection lands it shows at most three short cues — five words or fewer — in about 142 ms, then gets out of the way. Reps read it in a glance without breaking eye contact with the deal. It never writes scripts mid-call and it never suggests a sentence your compliance team hasn't approved.

Q05How does Verbatim help with insurance compliance?
A

State-by-state scripting rules (NAIC-aligned) are enforced before a suggestion ever reaches the rep, the sealed transcript gives you defensible evidence in E&O disputes and DOI examinations, and the courtroom-ready export produces the record plus its verification tooling in one step. Deployment options include EU data residency and on-prem for carriers with strict perimeters.

Q06How do I join the pilot program?
A

We are onboarding five founding agencies this quarter. Book a demo through the intake form — it's a 20-minute call where we put your playbook live on the HUD. Pilots run 21 days with your real call flow and your compliance rules.

Your agents shouldn't fear the recording. It should be their best witness — and your fastest closer should train every new hire without saying a word.

The Verbatim thesis — what we prove in every pilot

Founding pilot — 5 slots this quarter

Put every callon the record.

Intake form — pilot cohort MMXXVI
20-minute call · your playbook, live on the HUD · no deck