Sequences by product line
Text and email sequences built for mortgage protection, IUL, final expense, and trucker general life — with AI handling the booking once someone replies.
Merotrix brings your leads, scripts, dialer, and follow-up sequences into a single screen — built around how insurance producers actually spend their day.
No contract. Cancel from your settings anytime.
Every producer gets a branded page with dedicated sections for IUL, final expense, mortgage protection, and annuities — content that updates itself from your call notes instead of sitting still.
Licensed Producer · IUL & Final Expense
Stop hunting through bookmarks mid-call. Merotrix keeps quote tools, e-apps, and portal logins organized by product line, so you can send the right link before the client hangs up.
Each script pulls in the contact's name, product interest, and notes automatically — so a producer on their first day sounds like one five years in.
The tools below run quietly in the background, so a lead who doesn't answer today doesn't disappear tomorrow.
Text and email sequences built for mortgage protection, IUL, final expense, and trucker general life — with AI handling the booking once someone replies.
Start calling the moment you sign in. Add power dialing when you're ready to scale your daily volume.
Every call saved automatically, searchable by contact — useful for training and for your own memory.
Leave a pre-recorded voicemail without the phone ever ringing on your end, so you can move to the next dial.
Fill out the financial inventory on the call. It saves as a PDF and drops straight into the contact's notes — no scanning.
Birthday and holiday messages go out on their own, keeping your name in front of past clients year-round.
No tiers, no add-on fees for the features that matter. Every producer gets the full system.
Everything you need to prospect, follow up, and close — nothing metered.
Ask about team pricing for agencies with five or more producers.
Merotrix sits alongside your existing tools instead of asking you to replace them.
Push lead data and performance reports to a spreadsheet on a schedule you set, ready to share with your team.
Multi-line dialing, call recording, and local presence for producers ready to scale their daily volume.
Collect premiums and manage recurring billing without leaving your dashboard.
Route leads from your ad forms directly into your pipeline, ready for the first touch within minutes.
Get a notification the moment a lead comes in, an appointment books, or a deal closes.
Pull your data into whatever reporting or agency tooling your team already relies on.
We were spread across a dialer, a spreadsheet, a text tool, and a website builder — four logins before I even made a call. Now it's one place, and I actually finish my list.
The sequences booked three appointments before I'd even finished my coffee that morning. I didn't write a single message.
Onboarding two new producers used to take a week of shadowing. Now the call sheet does the coaching — they're dialing confidently by day two.
Merotrix is a sales system built for independent insurance producers — one screen for your leads, your scripts, your dialer, and your follow-up sequences, instead of four separate tools.
Most producers make their first call within a day. Import your contacts, choose the product lines you sell, and your call sheets and sequences configure themselves.
Client records, financial inventories, and call recordings are encrypted at rest and in transit, and access is scoped to each producer's own book.
No. Merotrix runs month to month, and you can cancel from your billing settings whenever you'd like.
Each producer gets their own seat and their own book, with an agency view for owners who want visibility across the team. Reach out for team pricing.
Try Merotrix free for 14 days. No contract, no setup fee.
Start free for 14 days