The Meridian lead assistant
Your website should answer the phone at 10 p.m.
Most agency websites lose the lead in the gap between "I'm interested" and "someone called me back." Our AI assistant closes that gap. It greets every visitor, asks the questions a producer would ask, and hands your team a qualified lead — day or night.
Included with every Meridian website — not an upsell.
Atlantis Insurance Assistant
Online · answers 24/7
Hi! Are you looking for a new insurance quote or help with a policy you already have?
How it works
Four things it does, every day.
01
Greets every visitor
Within two seconds, before they bounce to the next agency in the search results.
02
Asks the qualifying questions
Line of business, ZIP, current carrier, renewal date, contact details — in the order a producer would ask them.
03
Hands you the lead
Complete, structured, and delivered by email, text, or straight into your CRM.
04
Never sleeps
Nights, weekends, holidays, and the twenty minutes you're on a carrier hold — the 6 p.m. caller who used to get voicemail gets a conversation.
What you receive
A lead your producer can actually work.
Not a name and an email address. Every conversation is delivered with the details your team needs to pick up the phone already knowing what the prospect wants.
- Name, phone, and email
- ZIP code and state
- Lines of business requested
- Current carrier, if any
- Renewal or effective date
- Commercial vs. personal
- Whether they want a call or a quote
- Full chat transcript
- Service requests triaged — ID cards, COIs, address changes
Where your leads land
In your CRM before you finish the client meeting.
A lead sitting in a website form queue is a lead your competitor already called. Every qualified conversation is routed straight into the system your agency works out of — automatically, within seconds.
Your inbox and phone
Every lead by email and text the moment the chat ends — with the full transcript attached, so your producer calls back already knowing the story.
AgencyZoom
Leads pushed into your pipeline with line of business, ZIP, current carrier, and renewal date mapped to the right fields and assigned to the right producer.
Zapier
Connects to thousands of tools — HubSpot, Salesforce, Pipedrive, Google Sheets, Slack, Mailchimp, Constant Contact, or whatever your agency already runs on.
Routing rules
Personal lines to one producer, commercial to another, after-hours to whoever is on call. Plus a running sheet of every conversation for your records.
If your system has an API or accepts email parsing, we wire it during your build. If it doesn't, leads still arrive by email and text within seconds — nothing gets lost either way.
Email follow-up
The follow-up happens whether you get to it or not.
Most leads are lost after the form, not before it. The assistant keeps the conversation warm on both ends until a licensed producer takes over.
- Instantly
The prospect gets an email
A confirmation of what they asked for and when to expect a call, sent from your agency's address so it looks like you — because it is you.
- Instantly
Your producer gets alerted
Email and text with the qualified details and the transcript. No logging in, no checking a dashboard.
- Days 1, 3, and 7
Quiet leads get nudged
An optional three-touch email sequence for prospects who go dark, so a busy week doesn't cost you the policy.
- Every month
You get the numbers
A report in your inbox: conversations held, leads captured, what visitors asked for, and where they came from.
Straight answers
The questions every agency owner asks first.
Does the chatbot quote or bind coverage?
No. It never quotes, never advises, and never binds. It answers common questions, qualifies the visitor, and hands a complete lead to a licensed producer. Every recommendation still comes from your agency.
Is this a licensing or compliance problem?
It is scoped to stay away from anything requiring a license. It collects information and sets expectations — the same work a front-desk CSR does. Disclaimers are shown in the chat window, and we tune the wording with you before launch.
What if it doesn't know the answer?
It says so, takes the visitor's contact details, and routes the question to your team instead of guessing. You can review transcripts any time.
Where do the leads go?
Email, SMS, or both — plus a push into your CRM. We route leads into AgencyZoom directly, or into HubSpot, Salesforce, Pipedrive, Google Sheets, Slack and thousands of other tools through Zapier. Each lead arrives with name, phone, email, ZIP, lines of business, current carrier, and renewal timing.
Can it push leads into AgencyZoom or my CRM?
Yes. AgencyZoom fields are mapped during your build, and anything else connects through Zapier. If your system has an API or accepts email parsing, we wire it — and if it doesn't, leads still arrive by email and text within seconds.
Will it replace my quote form?
It sits alongside it. Most agencies see visitors who would never finish a 14-field form finish a conversation instead.
Can we change what it says?
Yes. The greeting, the questions it asks, the lines of business it covers, and the handoff message are all yours to adjust — we handle the edits as part of your monthly plan.
Next step
See what this would look like for your agency.
A 30-minute call. We'll walk through the chatbot live, look at your current site, and tell you plainly what we'd change. No pitch, no pressure.