More closings. Less chasing.
Everything in one place, so you organise less and have more time for clients.
- Consultations
- Video calls
- AI call notes
- Client communication
- Digital signatures
Our Trusted Clients
One client case, step by step
How an enquiry becomes a client you look after.
Click through. Every step shows what runs automatically, what you check and what your client sees.
Contact and next step are captured.
- Runs automaticallyContact in the CRM, task "offer a consultation"
- You checkRead the request, propose a slot
- Client seesConfirmation with your booking link
Sarah Nowakvia website · 2 min agoNew enquiryTask: offer a consultation
From financial and insurance advice
What advisors say after switching.
Three voices from financial advice, published on OMR Reviews and Trustpilot.
For my online client meetings in financial consulting, meetergo Connect is a real gamechanger. My clients join directly via the browser with no app download or registration, which is extremely easy even for less tech-savvy people. Seamless screensharing from my iPad lets me present in HD, and this GDPR-compliant tool noticeably simplifies my workday.
As a self-employed advisor in finance, I switched from Calendly to meetergo: more modern, more precisely configurable and with more features. Reminding clients via WhatsApp, DocuSign, a meeting platform like Zoom, AI features and Typeform surveys, it is all included. A true all-in-one package and better than Calendly.
If you want a professional scheduling tool based in the EU and think Calendly is the only option, compare them both. My killer argument for meetergo is GDPR compliance, and the value for money beats Calendly too. With everything meetergo offers, I work in a completely different way than with a free calendar tool.
Three situations from your day
This is exactly the work meetergo takes off your plate.
Even if you work with Outlook, Excel and the phone today.
Documents · Sarah N.Upload from the phone, no app- Existing policyreceived
- ID cardreceived
- Health detailsopen · reminded
Waiting for documents?
- Request
- Reminder
- Received
- Send disability quote
- Request old policy
- Call back on Thursday
Paperwork starts after the consultation?
- Call
- AI notes
- Next tasks
Sarah NowakManaging Director · Nowak BeratungQuote openFollow-up draft by Mira
Reminder: Friday
Prospects stop replying?
- Open quotes
- Follow-up reminder
- Follow up
Already using several programs for this?
meetergo bundles these functions in one interface, with one login and one invoice.
Working with your software
Complements your broker management system, does not replace it.
meetergo takes over everything before and around the contract. Portfolio and commissions stay in your broker system.
- Webhooks
- Zapier
- CSV import and export
- Calendar sync
- REST API
- Portfolio management
- Commission accounting
- GDV and BiPRO records
- Tariff and comparison calculators
MVP & Insurance Pool Integrations
Compatible with Your Broker Management Software
meetergo integrates directly with the most popular insurance broker management systems and service providers. Contacts, appointments, and documents are synchronized automatically.
Broker Management Systems (MVPs)
Insurance Service Providers & Pools
Your MVP or pool isn't listed yet? We're continuously developing new integrations.
Request IntegrationThese functions come bundled in meetergo
Click through your new software.
Each app is strong on its own and replaces a tool you pay for today. Pick one and see what it does.
Scheduling
replaces CalendlyBook consultations without email ping-pong.
- Personal booking page and team routing
- Reminders by email and SMS against no-shows
- Sync with Google, Outlook and iCloud
- Buffers, availability and round-robin
Your broker tool stack
Nine tools, one invoice.
Most brokers pay for half a dozen US tools that don't talk to each other. meetergo bundles them in Suite for one price. WhatsApp Business is added in Premium.
Free plan forever, Suite from €29.90/user. No credit card required.
The right plan
Which plan do you need for this flow?
Three plans, one recommendation. Prices per user and month, billed yearly.
To start with one flow, such as consultation plus reminder.
- 3 active booking types
- 3 simple e-signatures
- 100 form submissions per month
- 10 deals in the CRM, 3 portals
- Unlimited AI notes
The plan for the broker flow shown above, from enquiry to signature.
- All apps except WhatsApp
- Scheduling, Connect, Mira Log, Forms, Spaces, E-Signatures, CRM, Invoicing, Reviews
- SMS reminders, round robin, workflows
- Migration from your old tools included
- No "powered by meetergo"
If your clients should reach you on WhatsApp or you need many signatures.
- Everything in Suite
- WhatsApp Business
- Unlimited e-signatures
- Custom domain and white label
- Priority support, 5x Mira quota
Suite and Premium apply at the stated price in the first year, then €34.90 and €59.90. Billed monthly: €39.90 and €69.90. No credit card to try it, the Free plan does not expire.
Before you start
The practical questions before you get going.
Short answers to what brokers ask us in the demo.
Does it fit my broker management system?
meetergo runs alongside your broker system. Hand over appointments, contacts and form data via webhook, Zapier or CSV.
- aB-Agenta
- ams
- AMEISE
- Keasy
- DEMV
- Blau Direkt
- Fonds Finanz
- VEMA
- Assfinet
- Arisecur
- Yours missing? We check it before you buy
Do I have to change everything?
No. Start with a single flow; the old tools keep running in parallel.
- 1Day 1Booking page and reminders
- 2Week 1Mandate as e-signature instead of by post
- 3Week 2Mira Log for consultation documentation
- 4ThenCRM, client portal and invoicing as needed
Who sets it up?
On Free you do it yourself, with Mira and ready templates. In Suite and Premium our team pulls your data out of the old tools.
- Calendar import in one click
- Templates: mandate, claim report, SEPA mandate
- Migration from Calendly, Typeform, DocuSign
- Support in German and English
Which plan do I need?
Suite is enough for the flow shown. WhatsApp Business and unlimited e-signatures are in Premium.
What is already available?
Everything in the client case is live. Beta and planned are marked.
- Scheduling, Connect, Forms, SpacesLive
- Mira Log (AI notes)Live
- E-Signatures (AES under eIDAS)Live
- CRM, Invoicing, ReviewsLive
- WhatsApp Business · Premium planLive
- AI Phone AssistantBeta
- NewsletterBeta
- Cloud recording in ConnectLive
Software for insurance brokers: the client process before the contract in one tool
Insurance brokers work with a patchwork of tools today: Calendly for scheduling, Zoom for the consultation, a form tool for needs analysis, DocuSign for the signature, invoicing software and, somewhere in between, an Excel sheet for open quotes. Every tool is its own login, its own invoice and one more data-protection risk. meetergo bundles the client process before and around the contract into one platform, hosted in the EU and GDPR-compliant. Portfolio management stays in your broker management system.
Read more
The process starts with the enquiry: prospects book their consultation via your personal link or your website. Automatic reminders reduce no-shows. Missing documents are requested as a digital request with an open status instead of chasing email attachments. The consultation itself runs on Connect, the European video solution with no download, while Mira Log records the conversation and takes the documentation off your plate.
For closing, meetergo bundles needs analysis, quote and signature: questionnaires as a form, documents kept safely in the personal client portal instead of an unencrypted inbox, and the legally valid e-signature for mandate and application right in the tool. When a decision is pending, a follow-up reminder and a prepared message make sure no quote is left behind. The CRM then handles ongoing service with reminders for policy expiry and annual reviews.
Because sensitive health and financial data are involved, data protection is non-negotiable. meetergo hosts exclusively on European servers, is not subject to the US CLOUD Act, and provides the data processing agreement by default. Mira's AI features run on EU models too, so consultation data never leaves Europe. You get software for insurance brokers that covers the process before the contract without trading compliance for convenience.
Only looking for a scheduling tool? You'll find scheduling for the insurance industry on our insurance scheduling page.
Frequently asked questions
Does meetergo replace my broker management system?
No. meetergo is your digital front office for the client process: enquiry, appointment, consultation, documents, signature, follow-up and invoicing. It does not replace portfolio management with GDV connection and commission accounting, but complements it by covering everything before and around the contract.
Is my clients' data really GDPR-compliant?
Yes. meetergo hosts exclusively on European servers, is not subject to the US CLOUD Act, and provides the data processing agreement by default. Your clients' health and financial data stay in Europe.
Is the digital signature legally valid?
meetergo offers the advanced electronic signature (AES) under eIDAS. For broker mandates, applications and consultation records, that is the appropriate, legally secure signature level.
What does meetergo cost for brokers?
There is a free plan forever to get started. Suite with all apps except WhatsApp is available from €29.90 per user and month, billed yearly. WhatsApp Business is part of Premium from €49.90. No credit card is needed to try it.
Is the AI phone assistant available yet?
The AI phone assistant is in beta. Everything shown in the client case on this page is live: Scheduling, Connect, Mira Log, Forms, Spaces, E-Signatures, CRM, Invoicing and Reviews.
How much effort is the switch?
Appointments, contacts and calendars can be imported with one click, and Mira sets up your booking pages. In Suite and Premium our team handles the migration from your old tools. You can keep them running in parallel until meetergo replaces them step by step.
Replace five tools with one. Add only the apps you need.
Start with scheduling. Turn on forms, video, CRM and AI notes only when they fit your workflow.
No credit card required. Cancel anytime.