Sell More Policies Without Reading a Script.

Real-time AI assist on the objections agents hear every day, every call scored, and card numbers redacted before any AI reads the transcript.

The short answer

For insurance agencies and call centres, Merdial scores every call against your own rubric, gives agents real-time AI assist with replies reviewed by your team, fills lead details from the conversation, and redacts card numbers and personal identifiers before any AI model reads a transcript.

What gets in the way

  • Scripts sound like scripts

    Prospects hang up on agents who read; agents who improvise drift off message.

  • Sensitive data on calls

    Payment details and personal information are said out loud.

  • QA covers a sample

    Supervisors hear a few calls a week per agent.

How Merdial runs it (Full-cycle or Closing workspaces)

  • Real-time AI assist

    A reply your team reviewed appears when a prospect raises a known objection, in the agent’s own voice.

  • Redaction first

    Card numbers and personal identifiers are stripped before any generative model reads a transcript.

  • Every call scored

    100% of calls scored seconds after hang-up, step by step.

  • Proof of what converts

    Replies are tested on real calls against a control group and judged on sales.

Which plan fits

Agencies usually start on Pro; larger floors are on Custom with SSO and a signed DPA. Free on one seat. Paid plans from $39 per seat a month, monthly, no seat minimum and no annual contract. See pricing.

The push-backs this team hears most

Run it on your own calls: $0, one seat, no card.

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Questions people ask

What happens to payment details said on a call?

They are redacted, with other personal identifiers, before any generative AI model reads the transcript. The redaction cannot be turned off.

Does Merdial have a SOC 2 report?

Not today, and the Security page says so. Larger customers sign a DPA on the Custom plan.

Can agents ignore the suggestions?

Yes. Suggestions assist; the agent decides. Real-time AI assist shows a reply only for challenges your team has already reviewed.

Run Your First Experiment This Week.

Start free on one seat and every call is scored from the first one. Bring your team when you’re ready.

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  • No card needed
  • No seat minimums
  • Cancel any time