4.8
on G2
Sign In
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 Loom recordings become searchable step-by-step guides instantly
Join remote teams using Docsie to convert Loom recordings into searchable documentation
_Leader_Small-Business_Leader.svg)
_BestSupport_Small-Business_QualityOfSupport.svg)
Insurance training videos become state-compliant continuing education documentation
Why Docsie is Different
Most tools just convert speech to text. Docsie's multimodal AI actually watches your videos—reading on-screen text, identifying UI elements, and understanding visual context.
AI watches and understands video content—reads on-screen text, identifies UI elements, detects visual changes, and understands what's happening in each frame
Correlates what's being said with what's being shown. Understands technical terminology, product names, and industry jargon—no more 'sequel' instead of 'SQL'
Identifies important visual moments—UI changes, diagram reveals, key screens—and captures them as illustrations correlated with text
Simple Process
Powered by Docsie Copilot's agentic AI system
Drop your training video, product demo, or tutorial into Docsie. Supports all major formats: MP4, MOV, AVI, WebM
Multimodal AI watches the video, reads on-screen text, identifies UI elements, and creates structured documentation in real-time
Get professionally formatted documentation with screenshots, step-by-step instructions, and structured content ready to publish
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 major video platforms and formats
Process YouTube videos and playlists
Convert Vimeo content
Convert Loom recordings
Support for MP4, AVI, WebM, MOV
Start creating professional documentation that your users will love
