MeetZair
AI executive assistant for life insurance agencies.
MeetZair handles recruiting follow-up, agent onboarding, B.O.M. event reminders, Phone Zone activity, Fast Start tracking, and the daily admin loop. So you can spend your time closing, protecting families, and building your team. Not chasing paperwork.
Most tools dump more tasks on you. MeetZair clears the deck so your team can focus on educating clients, closing cases, protecting families, and building the next leader on the bench.
Every aspiring agent gets touched. SMS, email, and call reminders run through your numbers and your voice, so future builders on your team never go cold.
Step-by-step onboarding with auto-nudges, doc collection, licensing and contracting check-ins, and Fast Start tracking through the first 30 and 60 days. New agents get into position to educate and close, faster.
Drive activity. Track who showed up, who dialed, who set, and who closed. Weekly B.O.M. event prep, attendance, and follow-up handled for you.
Cases closed, families protected, recruits in the pipeline, retention, and team health in one view. Drill down by hierarchy, base shop, or individual agent.
Push educator scripts, closer playbooks, and product trainings to the right agents at the right stage. Auto-quiz and completion tracking built in.
Ask Zair anything about your book, your team, or your day. Morning brief, end-of-day recap, and inbox triage included so you can stay in front of clients and team.
Plug in once. Zair handles the daily loop. You stay in front of clients and team.
Founding pricing, locked in for beta members. Join the waitlist now. You will not be charged until the beta opens.
Founding agencies get locked-in pricing, priority onboarding, and a direct line to the founders. Built for educators, closers, and the leaders raising them. Limited seats.
The closed beta launches June 11, 2026. Founding members get locked-in pricing and priority onboarding.
No. MeetZair sits on top of your existing CRM and phone stack. We work natively with GHL and most common agency setups.
Both plans are month-to-month. Operator is $297/month for solo owners and base shops up to 10 agents. Director is $597/month for growing agencies up to 50 agents and includes leadership dashboards, B.O.M. event orchestration, and training delivery.
Yes. Monthly subscriptions, no annual lock-in, cancel from your dashboard.
Email hello@meetzair.com or visit our Contact page. Director plans also get priority chat support.
Yes. All data is encrypted in transit and at rest. We do not share your data with third parties. See our Privacy Policy.
A note from the founder.
I started as a life insurance agent. More than ten years ago I recruited my mom into the business. She built her book one family at a time, then built a team around her, and today she runs her own agency. I have since moved on to other ventures and I am not actively writing policies anymore, but I never stopped paying attention to what it takes to run an agency well.
Watching her run hers, I kept seeing the same picture. A leader who is brilliant on the phone with families, brilliant on the bench with new agents, and absolutely buried under the admin loop. Follow-ups slipping. Onboarding stalled. New recruits going cold because no one had time to text them back the same day. That is not a talent problem. That is an operating-system problem.
I went and earned my master's in AI for business so I could build this the right way, not bolt AI onto another CRM. So I built the first version of MeetZair for her. One operator. One agency. So she could stop carrying the back office in her head and get back to the parts of the work that actually move families forward. It worked. So we are sharing it with the world.
This country has a financial literacy problem. People retire with no plan. Families lose someone and the surviving spouse finds out, in the worst week of their life, that there was no coverage. Agency owners and their agents are the front line between that future and a better one. If we can give those leaders their time back, they protect more families. That is the whole point.
This is personal for me. I have seen up close what financial education and protection do for a family, in my own family, including my dad. I am a Jamaican immigrant, and the principles do not change at the border. I have watched the same thing play out in Jamaica and in the United States. Every family needs education, and every family needs protection.
So that is what MeetZair is for. Take the admin loop off the leader's plate, keep every recruit and every client warm, and let the people who are good with families spend their days with families. We are starting with a small group of founding agencies in the closed beta, and we are building it shoulder to shoulder with the owners who run on it.
If that is you, come build it with us.