Meeting notes: insurance agencies
Every tool our insurance agencies guides cover to document client meetings, sorted by the cheapest price on the vendor's own pricing page. Cheapest isn't always best: read the guides for fit and compliance.
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Cheapest published price
| Tool | Cheapest paid price | Free plan or trial | Source |
|---|---|---|---|
| Fireflies.ai | Pro $10/user/mo, billed annually | Free plan | Vendor pricing, checked Oct 16, 2026 |
| Fathom | Team $15/user/mo annual (2-user minimum); Premium $16/mo annual | Free plan | Vendor pricing, checked Oct 16, 2026 |
| Lindy | Team from $29.99/user/mo (3,000 credits) | $50 in credits for 7 days, no card | Vendor pricing, checked Oct 19, 2026 |