CAPTURE
Every call in one unified workspace
Turn calls, texts, and voicemails into easy-to-read records. Our AI automatically extracts key details, recommends next steps, and logs everything right to your system.
See it in actionEffortless Capture
Capture every detail, automatically
Say goodbye to manual data entry, sticky notes, and incomplete client files. YOVU seamlessly captures conversations, transcribes, and logs every call, text, and voicemail the moment it happens. Your team can focus entirely on the client, knowing there’s a defensible record in the background.
Actionable Insight
Turn raw conversations into action
A recording is good, but actionable data is better. YOVU goes beyond basic recording by instantly pulling out next steps, key details, and client sentiment. Whether it is a routine renewal or a complex service issue, anyone in your team can open a file and instantly understand exactly where the client stands.
Built for Teams
Made to help your employees thrive
Capture is designed to make your client records complete, not to watch your team. Strict role-based access controls let administrators decide exactly who can view recordings, transcripts, and reports. The real value belongs to the daily operator: less time writing up manual notes, no more reconstructing calls from memory, and a seamless handoff process where callers don’t have to repeat themselves.
Built to capture every conversation
AI summaries with next steps
Stop digging through raw transcripts. Our AI instantly extracts the key takeaways and next steps from every call, giving your team the exact context they need to take action right away.
Sentiment Analysis
Summary
James is happy with his auto coverage so far and would like to add his wife as a second driver on the policy.
Topics
Tasks
Transcription and sentiment
Conversations are transcribed and tagged for sentiment, so a service issue or an unhappy client is visible in the record rather than buried in a recording nobody has time to replay.
Transcript
Thanks for calling — how can I help today?
My premium went up and no one told me why.
Let’s review it together and get that sorted.
Searchable call history
Find any conversation by client, phone number, date, or keyword. Renewals and policy changes stop starting with “let me find my notes.”
David Smith
Renewal · Mar 4
Olivia Johnson
Policy change · Mar 2
Michael Brown
New quote · Feb 28
Recording and playback, retained up to seven years
Review what was actually said for coaching, quality, a dispute, or a follow-up. Seven-year retention is what turns a he-said-she-said into a record you can pull up.
Featured Use Case
Every call logged to Applied Epic
As a modern, certified conversation-capture platform built into Applied Epic, we capture calls, texts, and voicemails as they happen. Stop relying on manually typed notes that put you at risk for E&O claims two years down the line. Our platform closes the gap between the conversation and the record, giving your brokerage a searchable and defensible file.
Activity logging
Each call is matched to the right client and prepared for your team to review and log, cutting copy-pasting and end-of-day note backlogs.
Built for road warriors
Mobile calls, recordings, and transcripts sync right to the record so conversations are captured outside the office.
Beyond Applied Epic
We are actively expanding to other agency management systems so your records travel safely as your brokerage tech stack grows.
Frequently Asked Questions
Yes. Call history is searchable by client, phone number, date, or keyword, so you can find any conversation without digging through personal notes.
Recordings are retained for up to seven years, which supports stronger long-term documentation and E&O defensibility.
Each summary pulls out the key details of the call and recommended next steps, so the next person who touches the account has usable context rather than a raw transcript.
YOVU Communicator is SOC 2 Type II, with role-based access controls over who can view recordings, transcripts, and reports.
Not on its own. YOVU captures each call and prepares the transcription, summary, and suggested activity, then leaves it to a person on your team to review and confirm what gets logged to Applied Epic. Keeping a human in the loop keeps your client records accurate and defensible.
Applied Epic is the flagship integration today, and Capture is extending to additional agency management systems.