For brokerages
What the business actually made this month.
Not what was written. What came in from each insurer, what goes back out to your brokers, what the mandatory fees take, and what is left. Filterable by insurer, product class, team and broker.
Brokerage position
August 2026
Margin
25.7%
- Commission received from insurersR486 200
- Referral and sub broker fees-R18 400
- Owed to your brokers-R271 900
- Mandatory fees, levies and professional indemnity-R42 600
- Software, compliance and administration-R28 300
Every figure is derived from the same commission records your brokers work from, so the principal's view and the broker's view can never disagree about the same policy.
Running the brokerage
Teams, targets and the things that go wrong quietly.
Lapses, arrears and clients drifting out of contact become visible at book level in week one rather than at quarter end.
Teams and managers
A manager sees their own team's book, pipeline and activity. Nothing wider. Coaching happens against real numbers rather than a Monday meeting.
Targets that cascade
Set the brokerage target once and it breaks down to teams and brokers. Every broker also sets their own, and both are tracked side by side.
Commission rules per insurer
Different insurers pay differently, and so do different products. Set the rules once and every estimate in the system uses them.
Retention you can see coming
Lapse and arrears surface at the book level before they become a churn number. The brokerage finds out in week one, not at quarter end.
Training tied to revenue
Product endorsements are recorded, and Meridian tells a broker when they are sitting on opportunities in a class they are not yet endorsed to sell.
A full audit trail
Who opened which client document, when, and from where. When a broker leaves, the book stays and the trail is intact.
Every insurer you deal with, on file
Your agency code with each insurer, the people you actually phone there and what they handle, your running notes on what they will and will not write, and the documents that matter: the agency agreement, the commission schedule, the binder and the wordings.
Insurers are shared reference data. What your brokerage knows about them is yours, and no insurer sees any of it.
The operating system for insurance brokers.
Find your line.
Bring your book across, and by Friday you will know what your month is actually worth.
No card, no contract, and no insurer has to approve it.