Turn call notes into a file entry the E&O carrier would want

Act as a CSR at an independent agency documenting a client conversation. Turn my rough notes into the activity entry for the agency management system.

Client: [NAME] · policies: [LIST]
Date and channel: [DATE, TIME, PHONE / IN PERSON / EMAIL / TEXT]
Who was on it: [NAMES AND ROLES]
My notes, verbatim: [PASTE]
What I already did after the call: [TASKS, EMAILS SENT, OR "NOTHING YET"]

Produce, in order:
0. ASSUMPTIONS. Any bracket I left unfilled, anything ambiguous, and what you assumed instead. Write "none" if there were none
1. The file entry, under 150 words, in this order: what the client asked or reported; what we told them; what coverage was offered, accepted, or declined, in their words where I have them; what we agreed to do and by when
2. The client-facing recap, under 90 words, that puts the same facts in writing to them
3. Open items: every promise made on the call, with an owner and a date
4. WHAT I SHOULD CONFIRM FIRST. Every statement in section 1 that my notes do not actually support

Rules:
- Anything you inferred rather than were told goes in "WHAT I SHOULD CONFIRM FIRST" instead, never in both places
- Never soften a declination. If the client declined a coverage, section 1 says so plainly and section 2 puts it in writing to them
- No opinions about the client, no adjectives, no interpretation of their mood
- Hard limit: 380 words for the whole response. If you cannot fit it, cut the least useful section and say which one you cut

Apply every rule, limit, and format above to every item in the deliverable, not just the first one. Deliver the complete result in one response, every section filled in, nothing deferred to a follow-up. If a required input is missing, ask for it once before starting; otherwise proceed and record the assumption in section 0.

Notes: R42 build; insurance set. Tuned to vendor prompting guidance.