For insurance agents
Stop juggling apps. Start closing deals.
CRM, power dialer, advanced mapping and full control of your book of business — all for less than most agents pay for a dialer alone. One login, one bill.
Works on computer, tablet and phone
Tampa list · 37 left
Dials this session 44
Robert Diaz
71 · 880 Oak St, Lakeland, FL
Booked during the call · in home · reminder 15 min before
Good morning, Victor
Tuesday, Oct 13 · 3 appointments today
Appointments
0
Policies
0
Calls
0
October goal
$14,786
NEXT · 10:00 AM
Maria Lopez
In home · 2.1 mi
Today
● Policy issued · Park
● Booked · Carter
● Stop PAC done · Diaz
Everything in one place
Call lists, goals, live stats and hands-free Terminator mode.
Door-knock routes in seconds, and call lists drawn right on the map.
Book the appointment while you're still on the call.
Sales, goals, appointments and calls on one screen.
Pending, active and lapsed policies, plus replacement reminders, on each client.
Your appointment setters work inside your account, with only the pages you allow.
One tool, not four
CRM for your leads
Usual mix: One app
✓ Meridio
Power dialer
Usual mix: A second app or an extra charge
✓ Meridio
Map and door-knock routes
Usual mix: A third app
✓ Meridio
Calendar, booking and reminders
Usual mix: A fourth app
✓ Meridio
Policies and replacements
Usual mix: Spreadsheets
✓ Meridio
Everything in one place
Call lists, goals, live stats and hands-free Terminator mode.
Door-knock routes in seconds, and call lists drawn right on the map.
Book the appointment while you're still on the call.
Sales, goals, appointments and calls on one screen.
Pending, active and lapsed policies, plus replacement reminders, on each client.
Your appointment setters work inside your account, with only the pages you allow.
One tool, not four
| What you need | The usual mix of tools | Meridio |
|---|---|---|
| CRM for your leads | One app | ✓ included |
| Power dialer | A second app or an extra charge | ✓ included |
| Map and door-knock routes | A third app | ✓ included |
| Calendar, booking and reminders | A fourth app | ✓ included |
| Policies and replacements | Spreadsheets | ✓ included |
Plans
Pick a plan now, switch later. Cancel anytime during your free month and you won't be charged.
Field Agent
$39 / month
For agents who sell mostly in person: book appointments by phone, then meet clients on the road.
Included
Not in this plan
Phone AgentPro
$99 / month
For agents who sell mostly by phone: calling, selling and booking all day.
Included
Pro features
Swipe to compare both plans
On both plans.
Questions
Your first month on the plan you pick is free. You add a card when you sign up, and it's only charged when the free month ends. Cancel anytime before then and you won't be charged.
Yes. Export your leads from your old CRM as a spreadsheet (CSV) and import them. You match the columns once, and we point out possible duplicates before anything is saved.
A few minutes: create your account, import your leads, pick a phone number, and you can start calling.
No. It runs in your web browser on your computer, tablet or phone. On your phone you can add it to your home screen like an app.
Yes. Every page has a phone layout: your day, your leads, the map and routes, the calendar and the dialer.
Our most advanced automatic, hands-free power dialer: it calls down your list for you, so you only talk to people who pick up. It's included in Phone Agent, and you can try it free during your trial on either plan.
We check your numbers constantly for spam labels and tell you when it's time to switch one. The dialer also warns you before a number makes too many calls in one day.
Yes. Recording is your choice: turn it on when you want it, and only calls that pick up are recorded. Recordings are kept for 30 days. Recording laws differ by state, and some states require everyone on the call to agree, so follow the rules where you and your leads are.
Yes. You pick your numbers by area code, and local caller ID calls each lead from a number that matches their area code when you have one.
Yes. Invite your appointment setters to your account. They use your numbers and minutes and only see the pages you allow. Phone Agent includes 1 setter, and more can be added on both plans.
Yes. There's no contract. Cancel during your free month and you won't be charged.
Yes. You can move between Field Agent and Phone Agent whenever your work changes.
Your data is private to your account and backed up every night. The account owner can download all of it anytime, as spreadsheets, from Settings.
Field Agent ($39) if you sell mostly in person: you book by phone, then meet clients on the road. Phone Agent ($99) if you sell mostly by phone and want more minutes and Terminator mode.
Your first month on the plan you pick is free. You add a card when you sign up, and it's only charged when the free month ends. Cancel anytime before then and you won't be charged.
Yes. Export your leads from your old CRM as a spreadsheet (CSV) and import them. You match the columns once, and we point out possible duplicates before anything is saved.
A few minutes: create your account, import your leads, pick a phone number, and you can start calling.
No. It runs in your web browser on your computer, tablet or phone. On your phone you can add it to your home screen like an app.
Yes. Every page has a phone layout: your day, your leads, the map and routes, the calendar and the dialer.
Our most advanced automatic, hands-free power dialer: it calls down your list for you, so you only talk to people who pick up. It's included in Phone Agent, and you can try it free during your trial on either plan.
We check your numbers constantly for spam labels and tell you when it's time to switch one. The dialer also warns you before a number makes too many calls in one day.
Yes. Recording is your choice: turn it on when you want it, and only calls that pick up are recorded. Recordings are kept for 30 days. Recording laws differ by state, and some states require everyone on the call to agree, so follow the rules where you and your leads are.
Yes. You pick your numbers by area code, and local caller ID calls each lead from a number that matches their area code when you have one.
Yes. Invite your appointment setters to your account. They use your numbers and minutes and only see the pages you allow. Phone Agent includes 1 setter, and more can be added on both plans.
Yes. There's no contract. Cancel during your free month and you won't be charged.
Yes. You can move between Field Agent and Phone Agent whenever your work changes.
Your data is private to your account and backed up every night. The account owner can download all of it anytime, as spreadsheets, from Settings.
Field Agent ($39) if you sell mostly in person: you book by phone, then meet clients on the road. Phone Agent ($99) if you sell mostly by phone and want more minutes and Terminator mode.