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3 active subscriptions MRR € 447
AI agents for finance & insurance
A firm that books
every consultation, automatically.
One agent meets every lead the moment they reach out. It answers their questions, qualifies eligibility, and books the consultation, day or night.
60% of leads interact
50% become appointments
1M+ messages handled
Every lead: caught,
booked, and kept.
One agent works the whole funnel on WhatsApp, so no lead slips and no qualified prospect goes cold.
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- Replies in seconds, day or night, so no lead waits till morning and calls a competitor.
- Pulls in leads from every channel your ads run on: Meta and Instagram lead forms, Messenger, and web forms.
- Opens the chat on WhatsApp automatically, the instant a lead taps.
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- Qualifies each lead (need, eligibility, timeline) so serious prospects rise above the browsers.
- Books the consultation straight into your calendar, right in the chat. No forms, no phone tag.
- Handles the back-and-forth on its own, escalating to your advisors only when a case truly needs a person.
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- Sends reminders on the same WhatsApp thread, so booked consultations stop turning into no-shows.
- Follows up undecided leads with the right product, rate, or a policy that fits what they asked for.
- Brings past enquiries back at renewal time, or when their situation changes.
Meridian Advisory WhatsApp
New leads · today
Mortgage enquiryMeta lead form · 9:20 PMAnswered · 10s
Insurance quote requestInstagram lead form · 10:50 PMAnswered · 8s
Investment consultationWeb form · 7:05 AMAnswered · 6s
Every lead caught. None left waiting.
New leadHot · ready Mortgage · budget set · wants advice this week
Thu 4:00 PMConsultation · mortgage Booked
Qualified, then booked. In one chat.
Thu 4:00 PMConsultation · mortgage Reminder sent · confirmed
Undecided leadRenewal coming up · a better rate Re-engaged
Consultations stay booked. The maybes come back.
It quietly runs the rest, too.
The same agent, one WhatsApp number, more of the firm's front office off your plate.
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Connects to your CRM
Every contact and conversation syncs across. No copy-paste, no data entry.
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Handles customer care
Answers the same client questions at any hour, and escalates the real ones to your team.
See more -
Brings leads back
Broadcasts for renewals, rate changes and offers, sent right on WhatsApp.
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Speaks your firm's voice
Answers from a knowledge base of products, terms and policies, in the client's language.
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Writes to your calendar
Google Calendar sync. Consultations booked in chat, never double-booked.
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Catches leads from ads
Meta lead forms and Messenger flow straight into the same agent.
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Hands off with full context
When a case needs a person, the whole thread goes with it. Nothing repeated.
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Works every channel
WhatsApp, Messenger, web widget, Instagram soon. One agent behind all of them.
How to build
You can set this up in 30 minutes.
No staff to train, no developers to brief. You load the products, terms, and qualification rules, set the reminders and follow-ups, and switch it on. A result you can sell, live in 30 minutes, on a recurring margin.
Real growth runs on Irelia.
1M+ messages handled60% of leads reply50% become appointments
We stopped losing leads and significantly increased our response rate. An effective way to optimize contact management.
Gianluca Morigi Meta Ads expert · €100k+ ad spend Around 4 extra appointments every month, and a drastic drop in no-shows. A real game-changer for our company.
Edoardo Di Coste CEO & Co-Founder, ADevolution Irelia manages conversations on its own and turns them into booked appointments. A game-changer for my post-lead process.
Giovanni Adamo Coach & media buyer · €400k+ ad spend We automated the entire request process. Now we focus only on the patients who are ready for treatment.
Dr. Ivan La Rusca Plastic surgeon · 145k+ followers I added Irelia to a new client proposal and to two renewals. It helped me close those deals more easily, and at a higher price.
Diego Lecca Founder, Metodo BEE Irelia accelerated our sales process and boosted our business volume. On top of that, a fantastic collaboration.
Michele Russo Founder & CEO, Spectra Client data Built for
Built for
sensitive data.
Finance and insurance handle personal and financial information, so the bar is higher. The agent runs on infrastructure built for it, and treats every conversation the way a regulated firm has to.
How we handle data- Encrypted, in transit and at rest Every client message is encrypted on the way and while stored (TLS 1.2+, AES-256).
- Handled under GDPR Data is processed under GDPR, with Standard Contractual Clauses in place for transfers.
- Never used to train models Client conversations are never used to train AI models, and are anonymized by design.
- The data stays the firm's It belongs to the firm, not to the platform, and can be exported or deleted on request.
Build one for your finance or insurance client in 30 minutes.
Describe the firm in chat. Your agent starts answering, qualifying, and booking consultations the same day.
Free for 45 days. Cancel anytime.