The CRM we built because others couldn't keep up
Meta is an insurance-native platform for sales, claims, underwriting and case management — built for insurers and brokerages who've outgrown their legacy CRM.
See the platform ➝
Four teams. One record.
Sales, claims, underwriting and case management on the same data model — with the same audit trail, the same live updates, and no handoff gaps between them.
Sales
Lead to bound policy in one pipeline. Accountability scoring flags cooling leads, duplicate detection keeps your book clean, and campaign attribution ties marketing spend to revenue.
Explore sales ➝
Claims
Incidents, claims, assets and recoveries on one record. Every call, note and task on a single timeline — no more chasing context across five tabs.
Explore claims ➝
Underwriting
Issuance, endorsements, renewals and fleet changes — all versioned, all audited. Configurable approval flows route referrals without waiting on engineering.
Explore underwriting ➝
Case Management
Stage-based workflows with dynamic, stage-aware forms. Built-in approvals on any case, service-provider network linked to the record, live updates when colleagues edit.
Explore cases ➝
Configuration, not engineering projects
New field, new approval flow, new product line — admin-time work, not a six-month release cycle. Meta is metadata-driven from the ground up, so the platform bends to your business, not the other way round.
Configuration, not releases
New field, new approval flow, new product line — admin work, not a six-month project. Your business team reshapes the platform without a developer ticket.
Configuration, not releases
Configuration, not releases
New field, new approval flow, new product line — admin work, not a six-month project. Your business team reshapes the platform without a developer ticket.
One record, one audit trail
Sales, claims, underwriting and case management on the same data model. Field-level history on every change — actor, timestamp, before and after.
One record, one audit trail
One record, one audit trail
Sales, claims, underwriting and case management on the same data model. Field-level history on every change — actor, timestamp, before and after.
Real-time by default
When a colleague edits the record you're viewing, you see it immediately. Live updates are the baseline, not a premium feature.
Real-time by default
Real-time by default
When a colleague edits the record you're viewing, you see it immediately. Live updates are the baseline, not a premium feature.
Built for the insurance graph
Policy, account, contact, claim, endorsement — all related, all queryable in one step. No stitching joins together to answer a basic question.
Built for the insurance graph
Built for the insurance graph
Policy, account, contact, claim, endorsement — all related, all queryable in one step. No stitching joins together to answer a basic question.
Integrated with the tools
you already run on
eSignatures, calendars, mail, mapping, cloud infrastructure — Meta slots into the stack your team is already using.
Insurance Management System
Amazon Web Services
Google Workspace Integration
The players behind our
ambitious platform
"Sometimes it's the people no one imagines anything of who do the things that no one can imagine."
- Alan Turing
With an ambitious team, we've built a platform that's breaking the meta.
About us ➝