Partners
Integrate with us. It buys you nothing over anyone else.
Every insurer gets the same integration surface and the same position in the product. That is not a limitation we are apologising for, it is the reason brokerages trust the platform with their whole book.
Insurers
Policy data, quote APIs and commission statements flowing straight into a brokerage's book instead of being rekeyed from a PDF. Integration does not buy placement or visibility, and every insurer gets the same integration surface.
Talk about an integrationBroker networks and juristic representatives
Multi licence and multi branch structures, with network level reporting across member brokerages and each member keeping its own book private from the others.
Talk about a network rolloutPolicy administration and binder systems
Meridian is the broker's workspace rather than a policy administration system. Where a brokerage runs one already, the two should exchange data instead of competing for the same record.
Talk about data exchangeAccountants, attorneys and referrers
Professionals who refer commercial clients to brokers, with the referral recorded and its fee tracked properly rather than remembered.
Talk about referralsWhat a partnership never includes
- Visibility into any brokerage's book, aggregated or otherwise.
- Preferential placement, default selection or promoted position in the product.
- Branding anywhere in the product chrome or on this site.
- Access to a brokerage's client records, documents or commission figures.
These hold whether or not a partner also holds equity. Writing them down before the cap table exists is what makes them mean anything.
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.