Founder pricing: up to 75% off a Meeteor license · 100 seats per tier, per platformSee seats left →
Solutions · in research

Meeteor Broker

Renewal reviews and coverage conversations, with the policy, the proposal and what you promised the client last year on screen, each with its source.

Commercial insurance brokers and employee-benefits advisors

Join the research All solutions

A concept for a future edition with invented sample content, not a shipped screen.

during the call

On screen, with its source

  • Policy and proposal details, with the page they came from
  • Renewal history and the commitments made to the client
  • Carrier questions and information that is still missing
after the call

A record you can act on

  • Client decisions and renewal actions
  • Missing information and submissions to complete
  • Carrier follow-ups, each with an owner
The first workflow we're testing

Start narrow, then earn the rest.

  1. 01

    Load the client's policies, proposals and earlier calls into one project.

  2. 02

    During the renewal review, surface cited policy details, prior commitments and open questions.

  3. 03

    After the call, capture decisions, missing information and assigned follow-ups.

  4. 04

    Keep sourced facts visibly apart from items that need the broker's review.

Guardrails

  • A sourced fact and an item that needs your review never look the same.
  • Meeteor prepares; you decide. Nothing goes to a carrier or a client from Meeteor.
  • Client files stay on your computer. AI runs with your own provider key, or fully offline.
Meeteor already does the core of this today. Make a project for each client, account or matter, add its documents, and live cards answer from them with verified quotes. Every call ends with a summary, decisions and action items, and Ask searches across documents and calls. An edition adds the setup, card types, recap formats and integrations for your profession. See what Meeteor does today.
Help shape Meeteor Broker

Join the research.

If you take these calls, tell us which one you'd use it for first. We'll ask a few people for a short conversation, and later for help testing a prototype.

  • No dates or prices yet: we build only what people keep using
  • Early prototypes on your own documents
  • No sales pitch and no newsletter

We keep what you write here, with your name, email, company and the IP address and country of the request, only to plan this research and contact you about it. See our privacy policy.

Also in research

Other editions.

In research

Meeteor Sales

Complex discovery and renewal calls, with customer history, approved pricing and the right proof point.

B2B account executives, sales engineers and sales managers
In research

Negotiation mode

Your goals, your limits and every concession on the table, and a ledger of what each side committed to.

A mode inside Sales, Broker, Legal and procurement, not a separate edition
In research

Meeteor Legal

Matter meetings and client intake, with fast recall across matter documents and earlier discussions.

Law firms and in-house legal teams
Exploring

Meeteor Compliance

Audit interviews and evidence gathering, with statements linked to the policy or control they concern.

Internal audit, compliance, risk and quality teams
Founder program

Use Meeteor on your calls today.

The core works for any profession now. Free for 5 calls a month, or a founder license at up to 75% off while seats last.

Get founder pricing Join the free beta