The moment. Amy just got off a call with a customer. She had a question Trey had to answer for her — something about whether Progressive will write an SR-22 for an under-21 driver with two recent speeding tickets. Trey wants to capture his answer so the next time the question comes up, AI Trey can handle it.

9:41

••• 📶 🔋

Voice Memos

🔍 Search

Hanover comm auto rules

April 30, 20260:42

Travelers home — high value above 1M

April 30, 20260:31

Mortgagee changes mid-policy

April 29, 20260:28

Safeco bundling — minimum line discount

April 29, 20260:38

Tap to record

How this works in production. Trey records a 30-second voice memo on his iPhone — the same Voice Memos app already on every iPhone, no new app to install. He shares it via email to the dedicated capture address. Behind the scenes:

The audio gets transcribed automatically
An AI categorization step decides where in the knowledge base it belongs
The entry gets filed under the right category (in this case: Carrier Appetites > Progressive > Auto > Youthful Operators)
Trey gets a confirmation in the end-of-day digest (Scene 3)

Total time on Trey's side: under 30 seconds. No login, no formatting, no decision about where things go.

Step 1. Tap the red button to start recording. Tap again to stop. Then tap Mail to send.

The moment, two weeks later. A customer calls Amy asking about insuring a 19-year-old son who just got his second speeding ticket. Amy doesn't know the answer off the top of her head. Instead of putting the customer on hold and walking down the hall to find Trey, she opens AI Trey on her phone.

10:23

••• 📶 🔋

AT

AI Trey

Online · 47 entries

Hi Amy. Ask me anything about carrier appetites, edge cases, or how Trey would handle a customer situation.

Try asking a question Amy might ask

Step 2. Click a question above to send it to AI Trey. Watch how it answers in Trey's voice with a citation back to the source.

Gmail

🔍 Search mail

AI Trey Today's captures (4) · 1 flagged for review

AT

AI Trey <[email protected]>

to Trey <[email protected]> · 5:00 PM

Hi Trey,

Here's what landed in AI Trey today. Reply EDIT [number] to revise category, DELETE [number] to remove, or just ignore if everything looks right.

Today's captures

1Carrier Appetites > Progressive > Auto > Youthful Operators

"Progressive will decline an SR-22 for under-21 drivers with two or more moving violations in the last 24 months. Route those to non-standard — Bristol West or Hagerty for the classic-vehicle exception."

Source: voice memo, 9:42 AM, 31 sec

2Carrier Appetites > Travelers > Home > High-Value

"Above $1M dwelling, Travelers requires a four-point inspection within 30 days of binding. Flag this in the application or you'll get a non-renewal notice in 60 days."

Source: forwarded email from Travelers underwriter, 11:15 AM

3Customer Scripts > Rate Increase Explanation

"When a customer calls upset about a rate increase, lead with empathy ('I get it, this is frustrating'), explain the market context (reinsurance + weather losses driving statewide increases), then offer to remarket. Don't justify the carrier's decision — acknowledge it and pivot to options."

Source: voice memo, 2:18 PM, 1 min 4 sec

4Billing & EFT Rules > Mortgage-Paid Policies

"If the mortgagee changes mid-policy, the new lender has to send a written request and proof of escrow setup before we'll redirect the bill. Most common mistake: customer assumes refinance auto-updates the policy. It doesn't."

Source: forwarded email reply, 3:52 PM

Today's activity

11 Questions Amy asked

10 Answered confidently

4 New captures from you

47 Total entries (+4 today)

Flagged for your review

Amy asked one question AI Trey couldn't answer confidently:
"Does Hanover write workers comp for sole proprietors in Texas, or do we have to refer that out?"
Confidence: LOW — no matching entries in Carrier Appetites > Hanover > Commercial. Reply to this email with a quick voice memo and AI Trey will learn it.

Tomorrow's digest will arrive at 5:00 PM. To pause digests or change settings, reply with HELP.

Step 3. This single email is the only "interface" Trey ever sees. One glance per day, one-click corrections, no platform to log into.