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Transform insurance training videos into regulatory-compliant documentation. Perfect for insurance carriers, agencies, and MGAs managing state insurance department compliance and continuing education requirements.
Watch It Work
See how insurance training becomes audit-ready procedures for state exams
Join forward-thinking teams using Docsie to transform video content into searchable documentation
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Insurance training videos become state-compliant continuing education documentation
Why Docsie is Different
Most tools just transcribe. Docsie's AI understands insurance content—structuring training into CE-compliant procedures with underwriting guidelines, claims processes, and regulatory references.
Generates continuing education documentation that meets state insurance department requirements with timestamps, training records, and version control
AI identifies and structures underwriting rules, risk criteria, pricing guidelines, and approval procedures from training videos
Creates documented evidence of agent training for E&O carriers—proof that proper procedures were taught and followed
Simple Process
Powered by Docsie Copilot's agentic AI system
Drop agent training, underwriting procedures, or compliance webinars into Docsie. Supports MP4, MOV, AVI, WebM
AI structures training into documented procedures with underwriting guidelines, claims processes, and regulatory compliance evidence
Get state-compliant documentation with training records, timestamps, and version control for market conduct exams and E&O carrier reviews
See how insurance carriers transform agent training into state-compliant documentation
Transform insurance sales training, underwriting procedures, and claims handling into searchable, state-compliant written procedures. Perfect for insurance carriers, agencies, and MGAs managing continuing education and state exam requirements.
Turn underwriting training videos into structured documentation with risk assessment criteria, pricing guidelines, and approval procedures ready for E&O carrier review and state market conduct exams.
Convert state insurance department webinars, continuing education videos, and regulatory updates into organized, searchable documentation with citations to specific state requirements.
Everything you need to convert insurance training into state-compliant documentation
Generate documentation that meets state insurance department CE requirements with timestamps, version control, and training completion records
Automatically identify and structure underwriting rules, risk assessment criteria, pricing guidelines, and approval procedures
Automatically identify and link to state insurance requirements, market conduct standards, and regulatory compliance obligations
Generate fully searchable procedures indexed by line of business, coverage type, and regulatory requirement with timestamp links to original training
Automatically capture visual evidence of rating systems, underwriting workflows, and claims handling procedures
Structure documentation to demonstrate agent training completion and procedural compliance for E&O carrier audits
Watch how Docsie Copilot analyzes both audio and video—seeing UI elements, reading on-screen text, and capturing code—to create structured documentation
No credit card required • 14-day free trial
Common Questions
Everything you need to know about converting insurance training to state-compliant documentation
Q: Does this meet state insurance department continuing education documentation requirements?
A: Yes. Docsie converts agent training videos into written documentation that demonstrates CE compliance and training completion. The system includes timestamps, training records, and version control that state insurance departments expect to see during market conduct examinations. Documentation is structured to support state CE credit requirements.
Q: Can I use this to prepare for state market conduct exams?
A: Absolutely. Docsie generates documented underwriting guidelines, sales procedures, and claims handling protocols that state examiners require. The system structures agent training into written procedures that demonstrate compliance with state insurance regulations and unfair trade practice laws.
Q: How does this help with E&O carrier documentation requirements?
A: Docsie converts agent training videos into documented evidence of procedural compliance and training completion. E&O carriers require proof that agents followed proper procedures—written documentation provides this evidence better than video-only training. The system creates searchable procedures that demonstrate agents were trained on proper sales practices, underwriting guidelines, and claims handling.
Q: Does the AI understand insurance terminology and underwriting concepts?
A: Yes. Our multimodal AI is trained on insurance and regulatory content. It recognizes underwriting terminology, state insurance requirements, coverage concepts, rating procedures, and claims handling protocols—ensuring accurate documentation that doesn't misinterpret critical insurance concepts or regulatory requirements.
Q: Can I organize the documentation by line of business or coverage type?
A: Yes. The AI-generated documentation can be organized to match your lines of business, coverage types, and state jurisdictions. All underwriting guidelines, sales procedures, and claims handling protocols can be categorized for your specific product portfolio and state licensing.
Still have questions?
Book a DemoCompatible with carrier training platforms and CE providers
Process agency training calls and carrier webinars
Convert carrier training libraries and CE content
Recordings from state CE providers and carrier training
MP4, AVI, WebM, MOV from any training platform
Start creating professional documentation that your users will love
