Resources
Everything you want to ask, in one place.
21 questions agency owners actually ask, pulled together from across the site. Pick a topic.
What is Mav?
Mav is an AI engagement platform that works your P&C insurance leads over SMS and voice. Mav reaches out the second a lead comes in, runs a full follow-up cadence, qualifies who’s actually interested, and connects hot prospects to a licensed agent through a warm call transfer.
How is Mav different from other insurance texting platforms?
Most texting tools send messages. Mav has outcome-driven conversations. It engages every lead instantly, in natural language, then qualifies intent and moves the conversation toward a quote or a warm transfer to a licensed agent. Mav grows your book, not your message volume.
Does Mav work for captive agents and independent agents?
Yes. Whether you’re a single captive agent competing on the same corporate lead drop as the agency down the street, or you’re running a multi-producer independent shop, the problem is the same: leads go cold in the gap between when they land and when someone actually works them. Mav is there to close the gap.
How does Mav integrate with the tools I use, like my lead sources and CRM?
Mav features one-click integrations with Salesforce, HubSpot, Tableau, Slack and Google Chat, as well as official Zapier support and a REST API. All integrations are included for free with all Mav plans.
Does AI replace human insurance agents?
No, AI can augment the work of your human producers by working alongside your team to reach out, qualify, follow up, and nurture leads. Once a lead is qualified, they are transferred to a licensed agent who can advise them and close the deal. Instead of spending their time chasing down leads they couldn’t possibly keep up with, Mav brings ready leads to you.
How is Mav trained differently from other insurance AI tools?
Mav’s model is trained on insurance from day one, not a general-purpose model with an insurance prompt bolted on. It runs industry-tested and validated playbooks, and it has had tens of millions of conversations to learn from.
Do I have to use all the playbooks, or can I start with one?
Start with one. Each playbook covers a part of the lifecycle where a conversation drives revenue — new business, retention and renewals, expansion. Turn one on, or layer them in as you scale.
What happens when Mav can’t answer a question?
It brings in a person. Mav does the work that doesn’t need a license — starting conversations, surfacing intent, and qualifying what’s actually going on — then hands off the moment a conversation needs a producer. Party Lines transfers the lead to an available licensed agent on a live call, with the full conversation history.
How long does it take to go live?
Days, not months. Dedicated onboarding support takes you through 10DLC, compliance, provisioning, and integrations, and Mav slots into the CRM, producers, and quoting process you already run.
How does Mav qualify insurance leads?
Mav works each lead through a personalized, two way conversation to find out who’s genuinely interested. It’s trained on industry vetted playbooks, and you can upload your own training manual so it qualifies the way your agency does. Ready leads get routed to a licensed agent, and the rest go into follow up so none of your lead spend gets wasted.
What does Mav do with leads who aren’t ready to buy?
Mav keeps the conversation going and nurtures these leads over days and weeks until they’re ready to move. Mav also works the aged, stale, and abandoned leads sitting in your CRM. When intent shows up, Mav routes them to a licensed agent.
Is texting leads with Mav compliant?
Mav is built to support consent based, compliant texting workflows, and it’s designed around TCPA and consent best practices. We take the conservative, agent protective position on outreach. Compliance still depends on your own opt-in and consent practices, so run your workflows by your compliance team or counsel before you launch.
How does Mav know when to reach out about a renewal?
Mav tracks every policy’s renewal window and starts the conversation before it lapses into “just another file in the system.” You’re not relying on a producer to remember 200 renewal dates across a book of business, or a spreadsheet someone forgot to update. Mav starts outreach early enough that your agency is the first quote a customer sees, not the third one after two competitors already got there.
What counts as a “shopping signal,” and what happens when Mav spots one?
A call to cancel, a reply that says the rate went up, a quote request from another carrier, these are all signals someone’s about to leave. Mav catches them in real time, starts a save conversation immediately, and pulls in a producer the moment the conversation needs a human, a rate to explain, a policy to adjust, a relationship to lean on. The goal is to get in front of the shop, not clean up after it.
How does Mav decide when a household is ready to round out?
Mav watches for the moments that naturally open the door: a new car added, a new driver on the policy, a teenager approaching driving age, a first home. Instead of waiting for the customer to call, Mav starts that conversation when the opportunity is fresh, before they’ve already gotten a quote somewhere else for the thing you could have bundled.
What triggers lapse prevention outreach?
A missed payment, an NSF, a card on file about to expire, a policy nearing its expiration date, any of these puts a policy at risk of falling off the books quietly. Mav reaches out before that happens instead of after, so you’re not finding out a customer lapsed when they call three months later asking why they don’t have coverage.
Is Mav actually replacing my call center, or just adding another tool on top of it?
It replaces the parts of a call center that are pure repetition: cold dialing, redialing, qualifying, and following up on leads who haven’t answered yet. You don’t need a room of dialers making the same first-contact attempt over and over. Mav gets more people on the phone by texting them first, does that instantly and consistently, then routes leads who are ready to talk to a real person, your producer or an existing rep, through a warm call transfer.
What does an in-house or offshore call center actually cost compared to AI?
An in-house team means hiring, training, managing turnover, and paying people to make calls that mostly go unanswered. Offshore doesn’t remove that cost. It moves it, and adds quality and consistency problems on top. Mav runs at a fraction of that cost because you pay for outreach that runs itself, 24/7. No headcount, no shift coverage, no training cycles, no manager keeping it on track.
Can I really scale lead volume without hiring more people?
Yes, that’s the entire point. A call center gets harder to manage every time you add volume: more dialers, more training, more supervisors, more chances for something to slip. Doubling your lead volume just means Mav has more conversations. Nothing else about your operation has to change.
Does Mav actually perform as well as a human caller?
On the parts of the job that are repetitive, like speed-to-lead, follow-up cadence, and initial qualification, Mav is more consistent than a human caller can sustain. It doesn’t get tired, distracted, or off-cadence from one call to the next. On the parts where humans do a better job (closing, advising, negotiating), Mav isn’t trying to replace that. It gets a lead to that point faster and hands them off the moment a licensed agent is needed.
How is this different from an outbound dialer or robocall system?
A dialer just dials faster. It doesn’t understand what a lead says, adjust the conversation, or know when someone’s ready to talk to a person. Mav reads responses, qualifies intent, and only escalates to a human when the conversation has earned it. Dialers automate the call. Mav automates the work of dialing: the qualifying, the follow-up, the conversations that had to happen before a human was worth involving.
Still have questions?
Mav will make your phone ring.