01 / FIELD PLANNING
Territory & travel planning
See advisor relationships and planned visits in a territory view. Organize a day around geography, priorities, and the context already in the workspace.
Retail insurance distribution · prototype
A clearer view of
what moves relationships
forward.
Meridian brings the planning, context, and follow-through of distribution work into one considered workspace—built for the people who serve advisors and the teams who support them.
A shareable overview of current prototype capabilities. Sample data only; enterprise connections are not active.
One workspace, multiple perspectivesPrototype illustration
A connected way to work
From territory intent to the next useful action.
Meridian is designed to put field activity, shared service work, and team context in view together. Each capability supports a decision; people stay responsible for the decision itself.
02 / MEETING CONTEXT
Meeting capture, with consent
For a real meeting, recording starts only with consent. A transcript can be reviewed for themes, open questions, and possible follow-ups.
03 / PRACTICE
Voice call practice
Rehearse a conversation in a fictional scenario, then review the exchange and coaching prompts before bringing your own judgment to the next call.
04 / SHARED EXECUTION
Work-queue routing
Give requests a visible owner, priority, status, and due time. Frontline and back-office teams can keep shared work legible as it moves.
05 / TEAM DEVELOPMENT
Coaching & team visibility
Review activity and practice signals in context, then use them to guide a thoughtful coaching conversation—not as a substitute for one.
06 / MARKET CONTEXT
Market intelligence
Bring product, pricing, and market observations into a shared view to help teams prepare better questions and informed advisor conversations.
A practical rhythm
Keep the handoff in view.
The workspace connects moments that are often split across a field day: prepare, meet, review, and follow through.
Prepare with context
Orient around a territory, an advisor, and the work already underway.
Meet with intention
Capture a conversation only when participants have consented.
Review what matters
Check the transcript, suggested themes, and any proposed next steps.
Make ownership clear
Choose what to keep, edit, assign, or leave aside.
Territory day / Central TennesseeIllustrative plan
NashvilleFranklinMurfreesboro
Advisor preparationRelationship context9:15
Franklin meetingCapture with consent10:30
Review follow-upDraft · not sent11:45
Team handoffAssign owner1:00
Illustrative content. No route, appointment, or advisor data is live.
Meeting review
Advisor“I would like to understand how this fits with the client’s existing income plan.”
Wholesaler“Let’s start with the need and the time horizon, then look at the options that may be relevant.”
Possible theme · verify against transcriptClient context and product fit were raised as priorities. Confirm details before sharing or acting.
Suggested follow-upEdit draftPotential ownerSales team
AI-assisted. People accountable.
A useful draft is a starting point—not a decision.
Meridian can help make conversation details easier to revisit. Suggested summaries, insights, and follow-ups are presented for people to review. A person decides what is accurate, appropriate, and worth doing next.
Recording and transcription are for consent-based real meetings. The prototype does not silently capture conversations, send drafts, or make commitments on a team member’s behalf.
Review stays visiblePotential actions and insights remain suggestions until a person checks and chooses them.
Practice is practiceVoice call scenarios are simulated and are not connected to customers or live calls.
One operating picture
Different roles. Shared context.
Meridian is shaped for the full distribution team—from the road to the sales desk to the leadership review.
External wholesalers
Plan territory days, prepare for advisor conversations, and keep follow-through close to the meeting.
Internal wholesalers
See shared work, practice calls, and support consistent coverage across advisor relationships.
Back-office sales teams
Make requests, ownership, status, and next steps easier to see across the shared queue.
Sales consultants
Keep advisor context and service needs together while coordinating useful next steps.
Managers
Use activity and practice context to guide one-to-one coaching and team development.
Leaders & intelligence teams
Explore illustrative team and market views to frame questions and inform planning.
Prototype boundaries
Clear about what is—and is not—connected.
Meridian is currently a prototype with sample data. The page describes capabilities represented in the interactive workspace, not a production deployment.
01
Enterprise systems are not active
CRM, email, carrier, telephony, and other enterprise connections are not connected in this prototype.
02
Displayed information is illustrative
People, accounts, work items, market context, and dashboard details are sample or fictional data—not live business results.
03
Recommendations need human review
AI-assisted analysis and suggested follow-ups may be incomplete or incorrect. Review source context and use professional judgment.
04
No claims of outcomes or automation
This overview makes no claim of measured ROI, customer adoption, automated processing, or production-ready integration.
A workspace for the work between conversations
See the prototype in its own context.
Explore the interactive Meridian workspace, where sample views bring territory planning, meeting review, call practice, shared work, coaching, and market intelligence together.