MeetZair
AI executive assistant for life insurance agencies.
MeetZair handles recruiting follow-up, agent onboarding, opportunity meeting 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 opportunity meeting 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.
The founding beta is live and open now. Lock in founding pricing through July 31, 2026. Go month-to-month, or choose annual and get two months free. Cancel anytime.
Request Founder Access and we email you a coupon for $100 off every month, for life, plus your $2,000 White-Glove Setup waived on the Director plan. Founding pricing is open through July 31, 2026. Priority onboarding, a direct line to the founders, and limited seats.
Yes. The founding beta is live and open for subscriptions. Founding members get locked-in pricing and priority onboarding. Founding pricing is available through July 31, 2026.
No. MeetZair sits on top of your existing CRM and phone stack. We work natively with most common agency CRM and phone setups.
Both plans are month-to-month and include Guided Self Setup at no additional cost. Operator is $297/month for solo owners and base shops up to 10 agents. Director is $597/month for growing agencies with unlimited agents and includes leadership dashboards, opportunity meeting orchestration, and training delivery.
White-Glove Setup is an optional, one-time professional implementation service starting at $2,000, in addition to your monthly subscription. Our team configures your workspace, pipelines, calendars, and launch plan with you. Any additional custom work is scoped and approved before further charges. Guided Self Setup, included with every plan, is the no-cost alternative.
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.
Michael built the first version of MeetZair for his own mom's agency, so a leader who is brilliant with families could stop drowning in the admin loop. Financial education and protection are personal here, and giving agency leaders their time back is the whole point.