MESa is an agentic AI platform purpose-built for life insurance and wealth advisors. Three specialized agents — Mick, Eva, and Sally — automate your entire workflow, from lead generation to client retention, so you can spend your time where it counts: with clients.
Built inside the industry it serves — not adapted to it.
The Platform
Each agent owns a stage of your pipeline and reports into a single, real-time Advisor Growth Engine dashboard — so you and your MGA always know exactly where your book stands.
VP Marketing · Prospecting
Builds the top of your pipeline while you sleep.
VP Sales · Conversion
Turns qualified prospects into signed clients.
VP Service · Retention & Growth
Protects and grows the revenue already on your books.
Why MESa
Independent advisors run on fragmented, manual processes: prospecting lists in spreadsheets, proposals built by hand, and client service that depends entirely on one person's memory and bandwidth. Off-the-shelf tools are built for generic sales teams — not for the compliance, product, and relationship dynamics of insurance and wealth advice.
How It Works
Always-on prospecting surfaces and qualifies leads, drafts outreach, and hands you warm conversations — not cold lists.
Complex corporate and estate planning cases get structured proposals and strategy support, so nothing stalls in "follow up later."
Renewals, milestones, and cross-sell opportunities are tracked automatically. You show up prepared to every review.
Proven in Production
MESa was built and battle-tested inside CF Canada Financial, a Managing General Agency with 25 years of operating history and carrier relationships including Manulife, Canada Life, Equitable Life, and Industrial Alliance.
Security & Compliance
In this industry, data handling is the first objection to AI adoption — and it should be. MESa routes sensitive client and prospect data to locally-hosted, data-resident models rather than general-purpose cloud AI. That's a structural decision, built in from the first line of code.
How we handle your data"A purpose-built agentic AI layer — one that actually understands corporate insurance strategy, segregated funds, and MGA compliance — changes what a single advisor can do."
The MESa founding team · Financial-industry operators & AI engineers
For MGAs
Advisors join — and stay with — the MGAs that make them more productive. MESa gives your agency a defensible differentiator to attract and keep top advisors.
Leadership sees pipeline health across prospecting, conversion, and service — across the whole network.
Offer every advisor an always-on marketing, sales, and service team from day one.
Agent outputs and data flows are designed around MGA compliance obligations, reducing exposure.
MESa deploys as licensed technology infrastructure for your agency — proven in production at a 25-year MGA.
Book a demo and we'll walk you through Mick, Eva, and Sally running on live advisor workflows.
Book a Demo