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Native AI-powered meetings built into your CRM. Get automatic recaps, action items, and CRM updates—no Zoom subscription required.
Everything you need to replace Zoom
Native meetings built for insurance professionals, powered by AI.
Native CRM Integration
Meetings automatically link to contacts, log activities, and trigger automations. No manual data entry required.
Aria AI Recaps
Get instant summaries, action items, and CRM update suggestions after every call. Never miss a follow-up.
Guest Access
Clients join with one click—no account needed. Professional branded experience for every participant.
Meeting Templates
Pre-configured templates for discovery calls, needs analysis, policy reviews, and more. Start every call prepared.
Invite clients however they prefer
From simple links to SMS invites, give your clients multiple ways to join.
Share Link
Copy and paste meeting links anywhere—email signatures, CRM notes, or website.
QR Code
Generate QR codes for in-person events or printed materials. Instant join from mobile.
Email Invite
Send branded calendar invites with one-click join buttons. Works with all email clients.
Email & Direct Links
Share meeting links via email or copy to clipboard. Perfect for any communication channel.
6-Digit Code
Share simple meeting codes for phone dial-in or quick joins without long URLs.
Add During Meeting
Invite additional participants mid-call. Perfect for bringing in specialists or family members.
Interactive Demo
Try it yourself
Discovery Call - John Smith
Share this code for quick joins without the full URL
Meetings you can trust
Bank-level security for sensitive financial conversations.
Password Protection
Secure sensitive meetings with optional passwords. Only invited participants can join.
Expiring Links
Set automatic expiration on meeting links. Perfect for one-time consultations.
Waiting Room
Screen participants before they join. Prevent unwanted interruptions and maintain professionalism.
Set it once, meet forever
Create recurring meeting schedules with flexible patterns. Perfect for regular client check-ins, team meetings, or policy reviews.
Daily
Team standups, check-ins
Weekly
Sales meetings, 1-on-1s
Monthly
Policy reviews, quarterly business reviews
Custom
Every 2 weeks, first Monday, etc.
Automatic scheduling
Pre-built for insurance professionals
Start every call with the right structure, talking points, and automations.
Discovery Call
Initial client meeting to understand needs and qualify leads.
- Automated CRM logging
- Needs assessment checklist
- Follow-up automation
Needs Analysis
Deep dive into financial situation and coverage gaps.
- Financial questionnaire
- Coverage gap analysis
- Document collection
Concept Review
Present policy options and review illustrations.
- Screen sharing enabled
- Illustration walkthrough
- Q&A prompts
Policy Review
Annual check-ins and policy adjustments with existing clients.
- Policy summary ready
- Renewal reminders
- Upsell opportunities
Team Training
Onboard new agents or train team on products and processes.
- Recording enabled
- Screen share
- Breakout rooms
Client Webinar
Educational group sessions for multiple clients or prospects.
- Up to 50 participants
- Q&A mode
- Automated follow-ups
Plus custom templates you create and save for your unique workflows
Calculate your usage
See how many meetings you can host with STARTER or PRO plans.
Why AIVIONT Meetings?
More than video calls—a complete meeting solution built for your workflow.
| Feature | AIVIONT | Zoom | Google Meet |
|---|---|---|---|
| Monthly Cost | Included in plan ($59-$99) | $15.99/mo per user | Free (limited features) |
| AI Meeting Summaries | |||
| CRM Integration | |||
| Meeting Templates | |||
| SMS & WhatsApp Invites | |||
| Password Protection | |||
| Expiring Links | |||
| Recurring Meetings | |||
| Add Participants Mid-Call | |||
| Automations & Workflows |
Questions about AIVIONT Meetings
Everything you need to know about invitations, security, and recurring meetings.
You have multiple options: share a direct link, send an email invite with calendar attachment, text an SMS or WhatsApp message, generate a QR code, or share a simple 6-digit meeting code. You can even add participants mid-meeting if you need to bring someone in last minute.
Still have questions? Visit our Help Center or book a demo
Ready to replace Zoom?
Start your 7-day free trial and experience native AI-powered meetings built for insurance professionals.