EARLY ACCESS · 50 FOUNDING SPOTS

You lost that client because
nobody called.

Meridian listens to every renewal call, logs every detail, and tells you exactly who to call tomorrow — before a single policy lapses.

Client Activity

Live

Robert Chen

Home + Auto

⚡ 7 days

Maria Santos

Commercial P&C

31 days

Dave Kowalski

Life + Home

62 days

AI DRAFTED · READY TO SEND

"Hi Robert — just checking in on your renewal coming up on the 15th. Your current Home + Auto bundle is looking strong, and I'd love to walk you through the updated options..."

⚡ EARLY ACCESS OPEN· FOUNDING RATE $29/MO· ONLY 50 SPOTS TOTAL· NORMAL PRICE $49/MO· NO CREDIT CARD REQUIRED· ⚡ EARLY ACCESS OPEN· FOUNDING RATE $29/MO· ONLY 50 SPOTS TOTAL· NORMAL PRICE $49/MO· NO CREDIT CARD REQUIRED· ⚡ EARLY ACCESS OPEN· FOUNDING RATE $29/MO· ONLY 50 SPOTS TOTAL· NORMAL PRICE $49/MO· NO CREDIT CARD REQUIRED·

THE REALITY

Every week, 11 hours. Gone.

That's what independent agents spend on manual CRM updates. Time you could spend closing.

$87B

Lost annually to preventable policy lapses in P&C

11 hrs

Per week burned on data entry agents shouldn't be doing

3×

More clients contacted when calls are auto-logged

WHAT IT DOES

Every call becomes a system.

TRANSCRIPTION

Auto-call logging

Join any call or record locally. Meridian transcribes the conversation and extracts client name, policy details, renewal date, and action items — automatically, without you lifting a finger.

meridian — live view

ClientRobert Chen

PolicyHome + Auto · $4,200/yr

RenewalDec 15, 2026 · 7 days

SentimentPositive · interested in bundling

ActionFollow up re: umbrella policy

AI ALERTS

Renewal radar

Know which clients are coming up for renewal 90, 60, 30, and 7 days out. Meridian surfaces at-risk policies before they lapse — not after.

meridian — renewal radar

7 daysRobert Chen · Home+Auto

14 daysLisa Park · Commercial

30 daysDave Kowalski · Life

RiskHIGH · missed last 2 calls

1-CLICK SEND

AI follow-up drafts

After every call, Meridian drafts a personalized follow-up email referencing exactly what was discussed. Review and send in one click. Never stare at a blank email again.

meridian — email draft

Torobert.chen@email.com

ReYour upcoming renewal · Dec 15

Draft"Hi Robert — following up on our call today about your Home + Auto renewal..."

ZERO DATA ENTRY

CRM auto-update

Every call detail lands in the right contact record automatically. No more re-entering data. No more lost follow-ups. Your CRM stays current without you touching it.

meridian — crm sync

CRMSalesforce · Synced ✓

Updated12 fields · 0 manual edits

NextCall scheduled · Dec 15 · 9am

HOW IT WORKS

Set it up in 5 minutes.

Connect your calls

Link your phone, Zoom, or calendar. Meridian joins every call automatically.

AI does the work

Transcription, entity extraction, CRM sync — all in real time, zero manual input.

Act on what matters

Get your daily brief: who to call, what to say, which renewals are at risk.

PRICING

Simple. No surprises.

Founding member rate locked in for life. Cancel anytime.

Starter

$29 /mo

$49/mo normally

Founding member rate — solo agents

✓ Unlimited call transcription
✓ CRM auto-logging (1 integration)
✓ AI follow-up drafts
✓ Daily client digest
✓ Renewal radar (30-day)

Get Early Access →

You lost that client because nobody called.