The sales-development agent.
Built for insurance agencies. It works your opted-in leads under your agency’s own name — reads each lead’s context, writes like someone paying attention, follows up on time, and steps aside the moment a person should take over.
Your leads. Your name. Our care.
Persistent, polite, and honest about being careful.
Every conversation runs on the lead’s own consent record, checked before each send. A “no” is honored the moment it arrives — and a warm “yes” goes straight to your producers with the full thread attached.
Hi Dana — it’s Meridian Insurance. You asked for an auto quote on our site last week. Still want me to put one together?
oh right, yes. we have two cars now though
Good to know — two cars usually means a multi-vehicle discount. Anything else change since last year?
can I just talk to someone?
Of course. I’ll have Sam from our team call you — he’ll have this whole conversation in front of him.
Handed off to producer · full thread attached
See it under your name.
Existing customers can sign in below. Everyone else — write or call, and a person will answer.