The Refine pass
One click turns a good procedure into a training grade one: per-step reasoning, a glossary for new hires, common problems, and where automation could take over.
Do the work once. Get the SOP forever.
Record any browser task once. SopWow's AI writes the finished SOP, asks about anything unclear, and waits for your approval.
Issue a certificate of insurance.
“Select ‘No, clients do not visit my home’ and click Next.”
Indicate whether clients visit the home location.
The first one tells a new hire which button you pressed. The second tells them how to decide. That is the difference between a screen recording with captions and a procedure you can hand to someone on their first day.
One click turns a good procedure into a training grade one: per-step reasoning, a glossary for new hires, common problems, and where automation could take over.
Nothing is saved, shared, or billed as done until a person has reviewed it. Knowledge the recording cannot vouch for stays visibly flagged until someone vouches for it.
A recording is one path through a branching workflow. SopWow documents the branch points, when to pick each option and what a wrong choice costs, instead of parroting the path you happened to take.
Born documenting insurance agency workflows, AMS onboarding, COIs, client records, and at home in any browser based back office.
The Markdown export is written for machines as much as people: structured, redacted, and ready to drop into a knowledge base your copilots can actually use.
## Endorse a policy in EZLynx**Trigger:** Client requests a mid-term change.1. Open the client in EZLynx and select the active policy. [POLICY · redacted]
Click start and do the task the way you always do. The recorder rides along in your browser. No cameras, no narrating, no blank page.
SopWow asks about the things a recording cannot explain, like why you picked that option and what happens on the other branch.
Fix any step in plain English. Every claim the AI added is flagged until a human keeps or removes it. You approve; nothing ships itself.
A polished visual guide, a Word doc, and clean Markdown, ready for training day or your AI knowledge base.
Redaction runs in your browser, on by default.
Social Security numbers, policy numbers, emails, and addresses are redacted in your browser before text is sent. Screenshots are never sent to any AI model. Redaction is on by default and can be disabled by an authorized admin with acknowledgment.
Every plan includes the recorder, the writer, and every export format. A SOP counts when you approve it. Launch pricing.
For one team writing things down.
For an agency documenting how it runs.
For operations at scale.
Going over a storage cap blocks new saves only. Nothing is deleted or hidden, and you get a warning at 80%. Full pricing details
Wholesale. Rolling out an AMS, or onboarding agencies by the hundred? Wholesale onboarding packs price per agency. Talk to us
Almost every back office has the same problem. One person knows how a task really works. Everyone agrees it should be written down. Nobody has the afternoon to write it, and the person who knows it is the busiest person in the building.
Click-capture tools do half the job. They record the clicks and hand back a list: click here, then here, then type this. That is a record of one run. It does not tell a new hire what to do when the situation is different, which is the only time they need help.
So we built the other half. Click loggers write down what you did. SopWow writes down what to do.
SopWow was born documenting insurance agency work: certificates of insurance, endorsements, renewals, claims intake, and moving an agency onto a new management system. That is still where it is deepest. The only real requirement is that the work happens in a browser.
Element descriptors: which button, which field, which page. It does not record the contents you type into fields. Sensitive values with a recognizable shape are redacted in your browser before anything is sent, and screenshots are never sent to any AI model.
No. Do the task normally. Afterward, SopWow asks a few pointed questions about what a recording cannot know, such as why you chose one option over another, and folds your answers into the procedure.
Those tools write down your clicks. SopWow writes down your decisions. For every question, toggle, or dropdown in the task, it documents when each option is the right one, using your recorded choice as the example.
Yes, if the work happens in a browser. SopWow started in insurance agency back offices, and it works the same way for any browser-based workflow. It does not capture desktop applications or remote desktop sessions.
Record something you did today and watch it become documentation. Your first 3 SOPs are free, with no card required.