Built for established roofing companies
Improve every sit. See what your reps are actually doing. Fight for more value from every supportable claim.
We accept a limited number of custom implementations at a time. Not every company will be a fit.
Practical feedback based on proven sales practices and your company's playbook.
See the objection, the response, and the missed opportunity behind the CRM status.
See routes, houses visited, and how long each rep actually spent in the field.
Challenge denials, downgrades, missing scope, and the details that drain claim value.
Two systems. One goal.
Use either system independently — or run both from the first sit through the final approved scope.
Sales Coach
Improve the pitch, understand every no, track real field activity, collect the contingency, and move clean information into your CRM.
Explore Sales CoachInsurance Warrior
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 WarriorSales Coach
Your CRM tells you whether the deal was signed. Meridian XI shows you how the homeowner was pitched, what stopped the sale, and what to do differently next time.
Each conversation is evaluated against core sales principles and the process your company wants its reps to follow — frame control, tonality, rapport, structure, and closing.
See whether the homeowner hesitated over trust, timing, insurance, a spouse, a competitor, or something the rep never uncovered.
Every rep gets a map showing routes, neighborhoods worked, houses visited, and time on location — especially useful when reps are taking a draw.
Collect the signature in the app, keep the sales data connected, and create the opportunity in the CRM your office already uses. No duplicate entry. No forced migration.
STEP 01
One simple action in the Meridian XI app. The recording uploads automatically.
STEP 02
Best practices and your company's playbook are applied to the actual conversation.
STEP 03
What worked, what did not, and how to handle the next objection better.
STEP 04
Agreement, customer data, outcome, and opportunity flow into the existing CRM.
The closer's job
Great roof salespeople are persuasive, energetic, and focused on the next opportunity. That is exactly where you want them.
The claims job
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 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
Review the policy, facts, carrier position, and supporting documentation to prepare a claim-specific argument for reconsideration.
Challenge downgrades
Identify substitutions, reduced quantities, and scope decisions that may not reflect what the policy and project actually support.
Recover missing scope
Examine omitted components, accessories, code requirements, installation necessities, measurements, and technical documentation.
Answer every detail
Support correspondence with the relevant policy language, endorsements, manufacturer requirements, code provisions, and claim facts.
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.
The economic question
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
Configured around your sales process, coaching priorities, agreements, CRM, territory structure, claims workflow, and management expectations.
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.
Meridian XI includes the process you want your reps to follow — then strengthens it with proven framing, tonality, objection, and closing practices.
Use your own provider account and API credentials. Pay the underlying provider directly for what you use, without a Meridian XI markup.
Simple monthly pricing
Monthly pricing is based on team size. Custom implementation and integration are scoped separately for your roofing company.
Sales performance
Conversation coaching, objection visibility, field tracking, contingency signatures, and CRM opportunity creation.
Claims performance
Policy-specific claim support for denials, downgrades, missing scope, technical requirements, and carrier correspondence.
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 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.
Qualification does not guarantee acceptance.