meetergo
For insurance brokers and agencies

The complete software for insurance brokers.

  • Health and financial data secure: EU servers, no US CLOUD Act
  • Close without media breaks: mandate and application via e-signature
  • Mira AI takes notes, sends reminders and prepares follow-ups
Over 40,000 users
Insurance broker advising a client with meetergo

Our Trusted Clients

HubSpot logo
Kreuzwerker logo
DHBW logo
heylogin logo
Xentral logo
DS NRW logo
TUM logo
European Commission logo
Friendly Captcha logo
Steuerring logo
AXA logo
Meyle logo
Perseus logo
Shop Apotheke logo
Vectron logo
HubSpot logo
Kreuzwerker logo
DHBW logo
heylogin logo
Xentral logo
DS NRW logo
TUM logo
European Commission logo
Friendly Captcha logo
Steuerring logo
AXA logo
Meyle logo
Perseus logo
Shop Apotheke logo
Vectron logo

The complete client journey

One case, zero tool switching.

This is how a client moves through meetergo, from the first consultation to ongoing service. Every step in one tool, GDPR-compliant in the EU.

First contactScheduling

The prospect books a consultation via your link, your website or WhatsApp. Automatic reminders by email and WhatsApp noticeably reduce no-shows.

Mira supports every step: notes, reminders and follow-ups run automatically.

Everything an insurance office needs

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 Calendly

Book consultations without email ping-pong.

  • Personal booking page and team routing
  • Reminders by email and WhatsApp against no-shows
  • Sync with Google, Outlook and iCloud
  • Buffers, availability and round-robin
More about Scheduling

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 replaces the whole stack, for one price.

Calendly
Calendly
€16/mo
Zoom
Zoom
€13/mo
Otter.ai
Otter.ai
€17/mo
Typeform
Typeform
€25/mo
DocSend
DocSend
€14/mo
DocuSign
DocuSign
€23/mo
sevdesk
sevdesk
€19/mo
Pipedrive
Pipedrive
€24/mo
Wati
Wati
€45/mo
9 separate tools, 9 logins, 9 invoices
approx. €196/user/month
Your savings
approx. €1,993/year
Start for free

Free plan forever, Suite from €29.90/user. No credit card required.

Hosted in the EU
No US access
GDPR by default
DPA included
eIDAS e-signature
Sign legally
EU AI Act compliant
Mira stays in the EU

Why brokers switch

More closings, less admin.

Fewer no-shows
Reminders by email and WhatsApp
Hours back per week
Mira takes notes, the CRM keeps itself
Close without media breaks
From quote to signature in one flow
One tool instead of seven
No more brittle integrations
Book of business in hand
Reminders for every renewal
A professional presence
Client portal and branded booking pages

Customer Reviews

Automated scheduling has taken my business to the next level. I used to spend about one day per week calling customers back for appointments. That meant roughly 20% of my valuable productive work time was lost. After the switch, I won't accept any other way.

F

Florian Korn

Florian KORN Computer

TechnologyOMR (translated)

I actively searched for weaknesses and haven't found any yet. That might sound exaggerated, but anyone who tests many tools knows: something always annoys you. With meetergo, I haven't experienced that. The first impression is exceptionally positive.

F

Frank

EverSell System

SalesOMR (translated)

What I like best about meetergo is the speed and user-friendliness of the appointment scheduling tool and the seamless integration into our tool landscape. It enables SALT AND PEPPER Technology to save time and effort in appointment coordination by simply sending a booking link. We are excited about the possibility to help shape the tool and the excellent support options. In addition, lessons learned from our experiences were directly incorporated into product improvements, which is particularly valuable for us.

Hendrik Droht

Hendrik Droht

SALT AND PEPPER

HR & RecruitingOMR (translated)

I use the meetergo software daily and am more than satisfied. The system is extremely intuitive and comfortable. I also tested zcal, calendly and other competitors. However, meetergo offers the best value for money. Especially against the background that it is GDPR-compliant, which is extremely important for me as a German entrepreneur. Clear recommendation for anyone who values the software location Germany and wants an excellent product.

Frederik Wegner

Frederik Wegner

konfidal

LegalGoogle (translated)

GDPR-compliant hosting in Germany – that was my most important criterion. Unlike many US alternatives, meetergo stores data on German servers. No more manual scheduling: clients book their appointments themselves, matching my actual availability.

T

Thomas

Neustrukturiert

ConsultingOMR (translated)

In just 4 weeks, I was able to conduct over 25 meetings with very little effort. It was important to me that the platform operates in Europe with data protection compliance. The feature set keeps growing while the core functionality remains intuitive.

J

Jürg

bring in line AG

ConsultingOMR (translated)

Great design, easy to use, excellent round-robin capability to showcase our team's specialized skills. Also great support. There's absolutely nothing to complain about and I would recommend it.

F

Friederike

Xentral ERP Software GmbH

SaaSOMR (translated)

No more email ping-pong and double bookings – candidates and companies book directly into my real availability. Instead of 'When would you have time?' I send a structured booking link. Data protection is taken seriously, servers are located in Germany.

A

Alisha

HR Recruiting

HR & RecruitingOMR (translated)

Didn't think a tool could change so much. We now get more appointments with the right people and have to do much less manually. The support is friendly, but once it took a bit longer to get a response.

Justin Bous

Justin Bous

Catch

SalesGoogle (translated)

Software for insurance brokers: the complete front office 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 as a CRM. Every tool is its own login, its own invoice and one more data-protection risk. meetergo bundles the entire client process into one platform, hosted in the EU and GDPR-compliant.

The process starts with scheduling: prospects book their consultation via your personal link, your website or directly on WhatsApp. Automatic reminders reduce no-shows. 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. The CRM then handles retention with reminders for renewals 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 whole process 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 policy management system?

meetergo is your digital front office for the entire client process: scheduling, consulting, closing, invoicing and a CRM. It does not replace a classic policy management system with GDV connection, 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. The complete suite with all apps is available from 29.90 euros per user and month, with no credit card to try it.

How much effort is the switch?

Appointments, contacts and calendars can be imported with one click, and Mira sets up your booking pages. You can keep your old tools running in parallel until meetergo replaces them step by step.

Replace 15 tools. Get 15 apps on one platform.

Join 40,000+ professionals who bundle scheduling, video, CRM, AI notes, e-signatures and the Mira AI assistant into one subscription.

CalendlyZoomPipedriveOtter.aiTypeformDocuSignsevdeskDocSendSlackWatiIntercomChatGPTTrustpilotDoodleNotion
meetergoMira inside
15 apps, one subscription
One login, not 15
One invoice instead of 15 subscriptions
One GDPR contract, EU servers, no US access

No credit card required. Cancel anytime.