How much does TheOneForm cost?

Per prospect, not per seat. A typical mid-market prospect lands around $12–15 — far less than the producer hours it replaces. Your first five are on us, so you can run the math on real prospects before deciding.

What if my prospect drops files we've never seen before?

Drop it anyway. The AI reads dec pages, loss runs, schedules, supplementals, and anything in between — even messy or partial files. When something is ambiguous, the system flags it for you to resolve, not the prospect.

NewBuilt for commercial P&C producers

Stop losing deals at intake.

No more 20 emails and 5 phone calls.
One smart intake your prospects actually finish.

Book a 15-min demo

01 — Smart intake

The one form that
gets finished.

One form. Every line of commercial P&C. Pre-filled from EIN, NAICS, and prior policies.

Less for the prospect to fill — more reason for them to finish.

intake · step 1 of 4

Meridian AnalyticsBusiness basics

Legal nameMeridian Analytics Inc.

EIN84-2917623

NAICS541512 — Computer Systems Design

Annual revenue$14.2M

PayrollEnter payroll…

02 — Broker insights

You spot the gaps
before they cost you.

AI catches coverage gaps, exposures, and errors as the form fills. You walk into the renewal already knowing more than the last broker did — protected on E&O while you're at it.

insights · meridian

Meridian Analytics7 flagged

Coverage gap · criticalPHI handled, no cyber coverage on fileDetected from SOC 2 attestation upload

Risk concentration18% of revenue from one anchor clientDetected from financials

D&O missingSeries A · 2 VC board seatsCross-referenced from Crunchbase

+ 4 more insights ready to review

03 — Cross-sell

Add a line.
Not another form.

Add D&O, cyber, EPLI — anything — and the form doesn't restart. Business info, classification, and contact carry over. The prospect fills the gaps once.

Suggestions surface from NAICS and the data already in the file. New producers don't miss critical coverage. Senior producers quote more lines per relationship — without the awkward upsell pitch.

lines to quote · meridian

Commercial Package (CPP)From dec page

Professional Liability (Tech E&O)From dec page

Workers' CompensationFrom dec page

Cyber LiabilitySuggested · PHI

Directors & OfficersSuggested · VC-backed

17 of 24 fields carry over from the existing intake

Learn more about the product

Get started — risk-free

Don't chase your prospects.
Impress them.

You replace the emails, the phone calls, and the stack of PDF forms — keep your AMS, your carriers, and everything else.

×No PDF forms×No required integration×No annual contract×No per-seat math×No credit card

Book a 15-min demo Your first 5 submissions on us

Or check pricing first

Measured in production

25%

fewer lost prospects

Each worth $10K–$50K/yr

50%

higher cross-sell rate

Cyber, D&O, EPLI — lines that get skipped

$6K+

saved per intake

At producer hourly rates

“I used to lose deals because the intake was a wall. Now the intake is the reason I win them.”
Rob Oldroyd · Senior Producer · Moreton & Company

Still on the page · still have questions

What producers ask
before they commit.

How much does it cost?

A typical prospect costs $12–15. The first five are free so you can measure the ROI on real deals before you commit. In our pilot, producers recovered 25% more prospects compared to their old intake process — each worth $10K–$50K in annual premium — and saw 50% higher cross-sell on lines like Cyber and D&O that normally get skipped.

See full pricing

Does it work with my AMS?

Yes — without integrating. TheOneForm sits upstream of Epic, AMS360, Hawksoft, and the rest. We replace the email-and-PDF chase that happens before data ever reaches your AMS, then export clean data when you're ready. No migration. No IT ticket.

Read how it fits your stack

Where does the pre-filled data come from?

Company websites, public filings, press releases, social profiles, proprietary data sources, and any documents you or your prospect upload — even messy or partial ones. The AI stitches it all together so your prospect confirms instead of typing. When something's ambiguous, it flags you, not them.

See it in action

How fast can I actually start using it?

Most producers send their first real intake within a week of the demo call. We do a brief setup with you, configure your firm's preferences, and you're sending intake links to live prospects the same week.

Book the 15-min demo

Stop losing deals at intake.

The one form thatgets finished.

You spot the gapsbefore they cost you.

Add a line.Not another form.

Don't chase your prospects.Impress them.

What producers askbefore they commit.