Built for established roofing companies

Close More Sales.Win More Insurance Dollars.

Meridian XI helps you improve every sit, see what your reps are actually doing, and fight for more value from every supportable insurance claim.

See If Your Company Qualifies Explore Sales Coach
Coaching in about five minutes
Signed contingencies
CRM integration

We accept a limited number of custom implementations at a time. Not every company will be a fit.

Meridian XI · Field + Claims Active
Latest sit review Feedback ready

Homeowner wants to “talk it over” before signing.

The rep built trust, but surrendered the frame before isolating the real objection. Next move: confirm whether the hesitation is spouse, timing, or trust.

Frame control Tonality Objection strategy
Field visibility
6 homes
Route, stops, and time at each house
Claim review
4 issues
Reductions and missing scope identified
Opportunity status CRM synced

Contingency signed. Claim argument in progress.

The closer stays in the field. Meridian XI keeps the documentation, scope, and carrier response moving.

Coach Every Sit

Practical feedback based on proven sales practices and your company’s playbook.

Know Why They Said No

See the objection, the response, and the missed opportunity behind the CRM status.

Know Where Your Reps Were

See routes, houses visited, and how long each rep actually spent in the field.

Fight Every Reduction

Challenge denials, downgrades, missing scope, and the details that drain claim value.

Two systems. One goal.

Make more money from the opportunities you already have.

Use either system independently—or run both from the first sit through the final approved scope.

01 · Sales Coach

Turn more knocks into signed deals.

Improve the pitch, understand every no, track real field activity, collect the contingency, and move clean information into your CRM.

Explore Sales Coach
02 · Insurance Warrior

Turn more signed deals into valuable jobs.

Fight denials, downgrades, missing line items, and under-scoped claims with patient, policy-specific attention your closer does not have time to provide.

Explore Insurance Warrior
Sales Coach

Know what happens at every door.

Your CRM tells you whether the deal was signed. Meridian XI shows you how the homeowner was pitched, what objection stopped the sale, how the rep handled it, and what to do differently next time.

The rep records the sit in the Meridian XI app. The audio uploads automatically. Feedback is generally ready within about five minutes.

Better feedback while the sit is still fresh.

Each conversation is evaluated against our core sales principles and the process your company wants its reps to follow.

  • Frame control and tonality
  • Rapport, presentation structure, and closing
  • Objection handling and missed opportunities
  • Your own language, talking points, and required steps

“No sale” stops being the end of the story.

See whether the homeowner hesitated over trust, timing, insurance, a spouse, a competitor, or something the rep never uncovered.

  • Identify the real objection
  • Review how the rep responded
  • Give the rep a better strategy for the next sit

Field activity you do not have to take on faith.

Every rep gets a map showing where they went and how long they spent at each house.

  • Routes and neighborhoods worked
  • Houses visited and time on location
  • Actual field time—especially useful when reps are taking a draw

Sign the contingency before they leave.

Collect the homeowner’s signature in the app, keep the sales data connected, and create the opportunity in the CRM your office already uses.

  • No paperwork waiting in the truck
  • No duplicate entry for the office
  • No forced CRM migration
STEP 01

The rep records the sit.

One simple action in the Meridian XI app. The recording uploads automatically.

STEP 02

Meridian reviews the pitch.

Best practices and your company’s playbook are applied to the actual conversation.

STEP 03

The rep gets the next move.

What worked, what did not, and how to handle the next objection better.

STEP 04

The office gets clean data.

Agreement, customer data, outcome, and opportunity flow into the existing CRM.

The closer’s job

Build trust. Create urgency. Ask for the business.

Great roof salespeople are persuasive, energetic, and focused on the next opportunity. That is exactly where you want them.

The claims job

Read every clause. Challenge every reduction. Never get bored.

The person who wins the homeowner is rarely the person who wants to spend hours constructing a meticulous claim argument.

Those are different jobs. Meridian XI lets your closer keep closing.
Insurance Warrior

A great closer should not be your claims department.

A signed contingency is not revenue. The claim can still be denied, delayed, downgraded, under-scoped, or stripped of valuable line items. Insurance Warrior gives every supportable claim the patient, technical attention it deserves.

Fight denials

Do not accept “no” because the rep ran out of patience.

Review the policy, facts, carrier position, and supporting documentation to prepare a claim-specific argument for reconsideration.

Challenge downgrades

Push back when the carrier cuts the job down.

Identify substitutions, reduced quantities, and scope decisions that may not reflect what the policy and project actually support.

Recover missing scope

Find the value that disappeared between the roof and the estimate.

Examine omitted components, accessories, code requirements, installation necessities, measurements, and technical documentation.

Answer every detail

Respond with specifics—not another generic email.

Support correspondence with the relevant policy language, endorsements, manufacturer requirements, code provisions, and claim facts.

The carrier will nitpick.

So will Insurance Warrior.

Insurance companies examine the details because every removed item saves them money. Meridian XI examines the details because every supportable item matters to your customer—and to your job.

Policy language
Endorsements
Carrier estimate
Measurements
Materials
Code requirements
Manufacturer specifications
Carrier correspondence
The economic question

How many roofs did you lose because someone gave up?

How many signed deals died after the carrier said no? How much approved scope was cut because no one wanted to fight over another clause, accessory, or line item?

One additional deal retained can cover a year of monthly software. Every additional dollar won compounds the return.
Built around your company

Keep what works. Make it more valuable.

Meridian XI is configured around your sales process, coaching priorities, agreements, CRM, territory structure, claims workflow, and management expectations.

Keep Your CRM

We custom-integrate with the system your company already uses and send the collected data where your office expects to find it.

No forced migration

Your Playbook + Better Sales Practice

Meridian XI includes the process you want your reps to follow—then strengthens it with proven framing, tonality, objection, and closing practices.

Configured for your company

No Fake Credits

Use your own provider account and API credentials. Pay the underlying provider directly for what you use, without a Meridian XI markup.

Transparent usage
Simple monthly pricing

Choose either system—or run both.

Monthly pricing is based on team size. Custom implementation and integration are scoped separately for your roofing company.

Sales performance

Sales Coach

Conversation coaching, objection visibility, field tracking, contingency signatures, and CRM opportunity creation.

Up to 10 repsOne company subscription
$995 / month
11–20 repsFor larger field teams
$1,495 / month
More than 20 repsStructured around your operation
Custom
Claims performance

Insurance Warrior

Policy-specific claim support for denials, downgrades, missing scope, technical requirements, and carrier correspondence.

Up to 10 repsOne company subscription
$995 / month
11–20 repsFor larger field teams
$1,495 / month
More than 20 repsStructured around your operation
Custom

Custom implementation is required and priced separately. Third-party processing is billed through your own provider account without a Meridian XI usage markup.

Meridian XI is not for every roofing company

We build around your operation. We cannot take everyone.

We look for established roofing companies with enough field activity, operational discipline, and unrealized opportunity to justify a custom implementation. If the fit is right, we may take you on.

See If Your Company Qualifies
Qualification does not guarantee acceptance.