Opportunity Intelligence for Insurance Agencies

Your best sales opportunities
are already in your existing book.

MediMe analyzes your existing customers' health policies, surfaces service, retention and coverage-improvement opportunities, and prepares a documented reason to reach out — plus a personalized call script — for every representative.

Know who to contact, why, and what to say.

Sample Opportunity Queue

L. Cohen

Above-market co-pay

High
Coverage ImprovementFull queue across your book

Why do opportunities in your book go unaddressed?

Professional analysis of every policy takes significant time.

Representatives don't know which customers to prioritize right now.

Outreach without a professional reason can damage trust.

MediMe turns your customer book into a documented, professional work queue.

How It Works

1

Send policies via PDF or API

2

MediMe analyzes and prioritizes opportunities

3

The representative gets a report, a reason to reach out, and a call script

What the Representative Gets

Insurance Snapshot

Every customer's policies, coverages and premiums, in one place.

Opportunity & Reason to Contact

The opportunity type and the professional reason to reach out, for every case.

Report & Price/Quality Comparison

Not just price — coverage quality and gaps too.

Call Script & Professional Chat

How to open the call, what to explain, how to handle questions.

CustomerReason to ContactTypePriority
L. CohenAbove-market co-payCoverage ImprovementHigh
M. PeretzPolicy hasn't been updated in a long timeNeeds ClarificationHigh
A. DayanRenewal date approachingRetentionMedium

Possible opportunitySubject to agent review. Illustrative only.

Where Do You Start?

Existing Customers — From Book to Opportunity Queue

Analyze your existing book's policies and get a prioritized work queue with a professional reason for every outreach.

Pilot

Leads Without Documents — Consent, Collection & Analysis

An agent-assisted process helps obtain consent, collect the information, and prepare an opportunity for the agent.

Simple, Transparent Pricing

Single Report

₪79per report

50 ReportsRecommended

₪59per report

250 Reports

₪49per report

Large-Scale Activity

Custom quote

Lead services: pricing tailored to lead volume and service level.

Prices exclude VAT.

ISO 27001 Certified

ISO 27001

Source-Grounded Information

Every Action Documented

The Agent Stays In Control

Start with 10 policies and discover what's already in your book.

Frequently Asked Questions

No. MediMe identifies opportunities and prepares a professional reason to reach out. The recommendation, underwriting and final decision remain the sole responsibility of the licensed agent.

Ready to Start?

Leave your details and we'll get back to you to schedule a short fit call and pilot details.

This form is for scheduling only — do not upload lead lists or customer details here.

Prefer to talk? Message us on WhatsApp

MediMe's reports are a professional decision-support tool and are not a substitute for personal advice from a licensed agent. Changing or replacing a policy is subject to agent review and underwriting terms. Prices exclude VAT.