Jefferson
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Jefferson
Every Jefferson doc in one place: introducing the JCI Index
The JCI Index gathers every Jefferson document, from guides and how-it-works pages to plans and live sites, onto one page of cards marked live or draft. Jefferson itself can be asked to refresh it. Here is what it is, how to read it, and why we document in the open.
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Jefferson
Jefferson Meetings is live: notes in minutes, recordings on our own servers
Jefferson Meetings has been live since 8 October 2026 at meet.jefferson.bio. Run a meeting one of three ways and your notes arrive within minutes. The audio and transcripts stay on InsurEco's own servers, which matters when your conversations involve client data.
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Jefferson
Restricted meetings: only the people in the call can see it
Some agency conversations shouldn't be visible to the whole team. The new Restricted flag in Quill Meet limits a call to its host, attendees, invitees and platform admins. Here is what it does, how to set it before or after recording, and how to check that it worked.
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Jefferson
Consent first: how Jefferson asks every participant before recording
A note-taker is only useful if everyone in the meeting is comfortable with it being there. Here is how Jefferson handles recording: each participant is asked, a consent notice is built in, rooms can be limited to your organisation, and recordings are kept on InsurEco servers.
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Jefferson
Quill Meet 0.6.0 for Mac: Recording, Notes and Action Items on the Desktop
Quill Meet for Mac version 0.6.0 is available. It records your meetings and produces notes and action items, so the follow-up is written down before you've closed the call. A Windows version is coming soon.
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Jefferson
Quill Notify 0.2.0: Jefferson in Your Mac Menu Bar
Quill Notify 0.2.0 brings Jefferson to your Mac menu bar. It adds banners you can answer directly, full-screen alerts for urgent items, an inbox and widget, quiet hours, optional SMS, and screenshots on request. Here is what each feature does and where to get it.
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Jefferson
The Quill family roadmap: Notify now, Meet new, desktop and iPhone next
Jefferson is moving onto the desktop through a family of apps called Quill. Quill Notify is available now, Quill Meet is new, the full desktop Quill app is coming soon, and Quill for iPhone follows after that. Here is the order, and what each step means for your team.
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Jefferson
What a Private AI Chief of Staff Means for Agencies and MGAs
The refreshed askjefferson.com home page, now in the J-Wave After Dark theme, puts one idea up front: Jefferson as a private AI chief of staff for agencies and MGAs. Here is what we mean by that, what we don't mean, and how Jefferson's own meeting notes sit alongside tools like Fireflies.