Marais Transport
Fleet, 14 vehicles
R8 400
New business
3d
The product
Six things, and they all know about each other.
Meridian is not six tools in one login. A renewal date changes the day's priorities, a logged call moves the pipeline, and a schedule you upload sets its own reminder. That connection is the product.
The daily workspace
Open it at 07:40 and the day is already ranked.
Meridian reads your whole book overnight and opens on what will actually move your month, with the reason attached to every entry. You start working instead of deciding what to work on.
Renewals inside the window, worst first
Quotes that have gone quiet
Premiums in arrears before the policy lapses
Clients nobody has spoken to, ranked by what they are worth
Today's meetings and your own overdue follow ups
Tuesday, 07:41
Good morning, Thandeka
Commission this month
R32 400
of R50 000
R1 253 a day for 14 days
Today, in order
5 to work
Bezuidenhout Plant Hire
Today
Fleet renewal in 9 days, no contact since the last review
R12 400 commission at risk
J. Mokoena
Today
Debit order returned twice, policy lapses Friday
R890 monthly commission
Ridgeway Attorneys
This week
Professional indemnity quote sent 4 days ago, no reply
R5 600 if it closes
S. Naidoo
Opportunity
Third vehicle registered, not on your schedule
R2 100 estimated
Adrian Fourie
Relationship
Birthday tomorrow, client of six years
Try it here
Move a deal. Watch the month change.
Every stage carries a probability, so the forecast under the board is what your pipeline is actually worth rather than what it would be worth if everything closed. Drag a card and see.
Contacted
15% likely
R9 550
P. Sithole
Household and motor
R1 150
Referral
1d
Needs identified
35% likely
R5 600
Ridgeway Attorneys
Professional indemnity
R5 600
New business
9d
Quote presented
60% likely
R14 500
Bezuidenhout Plant Hire
Business interruption
R12 400
Cross sell
4d
S. Naidoo
Third vehicle
R2 100
Upsell
2d
Closing
85% likely
R19 800
Kruger Bros Farming
Agricultural renewal
R19 800
Renewal
6d
Pipeline commission
R49 450
Weighted forecast
R28 923
Move a card and the forecast moves with it. Try it.
On a phone, use the arrows on a card. Everything here works without a mouse.
Bezuidenhout Plant Hire
Commercial, 47 employees, client since 2019
Monthly premium
R41 200
Your commission
R4 120
Placed
Commercial fleet
Insurer A
R28 900
9 daysPublic liability
Insurer B
R7 400
7 monthsBuildings combined
Insurer A
R4 900
5 months
Not placed
Business interruption
47 staff, no cover placed
Cyber
Holds client payment data
Key person
Owner managed, single signatory
One book
The client view, not the insurer's view.
Every policy a client holds through you sits on one page, whoever wrote it. What is placed, what it costs, when it renews, and what is missing.
The brokerage owns the client
A broker is assigned to a client, never the other way round. When someone leaves, the relationship, the history and the documents stay where they belong.
No insurer sees your book
Meridian is not an insurer's system with a broker seat added. No insurer has visibility into what you place, where, or with whom.
Export whenever you like
Your data leaves in a usable format on request, without a support ticket and without a retention conversation.
Documents and FICA
Upload the schedule. Keep the data.
Drop in a policy schedule and Meridian reads it, then shows you what it found so you can confirm or correct it. The record is created and the renewal reminder is set before you close the tab.
FICA works the same way. The pack a client needs is worked out from what kind of client they are, and the status is derived from what is actually on file rather than from a box somebody ticked. A proof of address that ages past ninety days quietly turns that client back to outstanding, which is exactly the transition nobody notices until a compliance review.
Bezuidenhout-fleet-schedule.pdf
Read and ready to confirm
- Policy number
- CFL-2019-447812
- Insurer
- Recognised from the schedule
- Product
- Commercial fleet
- Premium
- R28 900 monthly
- Excess
- R25 000
- Renewal date
- 5 September 2026
Renewal reminder set for 6 August 2026, thirty days out.
Client history
The whole relationship, on one spine.
Every policy taken and lost, every claim, every conversation and every document, in the order it happened. This is the screen you open twenty minutes before a renewal meeting.
Bezuidenhout Plant Hire
Commercial, 47 employees, client since March 2019
FICA verified|2019/447812/07
Lifetime premium
R1 842 000
Your commission
R184 200
Commercial fleet renews
R28 900 monthly. Fourteen vehicles, up from nine at inception. No review booked yet.
R28 900 monthly premium
Call with Riaan Bezuidenhout
Mentioned two new tippers arriving in September. Asked about cover while in transit from Durban.
Claim settled, vehicle collision
Tipper truck, N3 near Villiers. Settled at R412 000 after a R25 000 excess. Twenty six days end to end.
R412 000 settled
Public liability taken up
R7 400 monthly, placed after the site incident in September. Sum insured R10 million.
R7 400 monthly premium
FICA pack verified
CIPC certificate, proof of address, banking confirmation, two director IDs and the signed resolution.
Site meeting, Vereeniging yard
Walked the yard after a near miss with a subcontractor. Liability gap identified and quoted the same week.
Goods in transit lapsed
Cancelled by the client during the fuel price period. Never reinstated, and the fleet has grown since.
R3 100 premium lost
First policy placed, commercial fleet
Nine vehicles at R14 200 monthly. The start of the relationship.
R14 200 monthly premium
Commission and calendar
The two things every broker checks.
What you have earned, what is still in flight, and what is in the diary. Both update as you work rather than when a statement arrives.
One book, every insurer
The client view nobody else gives you.
Every policy a client holds through you, whichever insurer wrote it, on one page. Cover, premium, excess, renewal date and what is missing. Add an insurer and nothing else about how you work changes.
Commission you can plan against
Earned, in flight, and what is still missing.
What you have banked, what is sitting in the pipeline weighted by how likely it is, and the gap to target. In Rands, updated as you work, not when the statement arrives.
One calendar, everything on it
Meetings, callbacks, renewals and birthdays.
Book a follow up from inside a client without leaving the page. Drag it to move it. Renewals and birthdays put themselves on there, so the things you would have forgotten are the things already scheduled.
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.