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Want more premium?

Mav will make your phone ring. Engage every lead as soon as they land with text and voice conversations that get you more policies.

Grow with Mav

How Mav works your leads

From the first text through the warm transfer to your licensed producers, Mav makes sure no lead falls through the cracks.

Speed-to-lead in seconds

Every lead gets a text the moment it comes in, and Mav replies to their messages 24/7, so you’ll never miss an opportunity.

Multi-day follow up cadence

Mav runs a full 45 to 60 day follow-up cadence on every single lead simultaneously, the 800 dials your team realistically can’t make.

Real-time qualification

Mav captures home and vehicle info, household, budget and more, then routes it back to your CRM. When we said exclusively built for insurance, we meant it.

Warm transfers

When a lead’s ready, your producer gets a live qualified call transfer with the details they need to close the deal.

The Mav Journey

How Mav Turns Leads and Referrals Into Premium

From the moment a lead or referral comes in, to the first text, quote, call transfer, and disposition. Swipe to see how Mav works leads step by step.

  1. Day 1 · 9:01:00 AM

    A lead is bought.

    A third-party vendor, EverQuote, SmartFinancial, QuoteWizard, or your own web form. It arrives with written consent to be contacted, and the clock starts.

    M

    Beacon Insurance

    via Mav

    New lead EverQuote
    Name
    Jordan M.
    Line
    Auto
    Vehicle
    2026 RAV4
    ZIP
    48009
    Consent
    TCPA written ✓
    Purchased
  2. Day 1 · 9:01:04 AM

    In Mav before anyone reads the email.

    One-click vendor integrations, or a webhook from your CRM or AMS, post the lead the moment it is purchased.

    M

    Beacon Insurance

    via Mav

    New lead EverQuote
    Name
    Jordan M.
    Line
    Auto
    Vehicle
    2026 RAV4
    ZIP
    48009

    Posted to Mav by the EverQuote integration

    Received by Mav
  3. Day 1 · 9:01:11 AM

    The first text is out in seconds.

    A lead is most reachable the minute after it is submitted, and that minute rarely falls inside office hours. Mav’s first text goes out on script and on brand, nights and weekends included.

    M

    Beacon Insurance

    via Mav

    Hi Jordan — Mav here with Beacon Insurance. You just asked for an auto quote on your RAV4. Want me to get one started?

    Delivered
  4. Day 3 · 6:15 PM

    No reply yet. The cadence continues, respectfully.

    A multi-day, complete cadence of texts and calls, inside texting hours and each state’s rules, spaced to read as attentive rather than relentless. Opt out once and it stops.

    M

    Beacon Insurance

    via Mav

    Hi Jordan — happy to continue your RAV4 quote when you are ready. Interested?

    Cadence so far

    • Day 1 · 9:01 AM Delivered
    • Day 2 · 11:40 AM No answer
    • Day 3 · 6:15 PM Delivered
    Nurturing
  5. Day 5 · 8:04 PM

    Saturday night, the lead replies. Mav is awake.

    Replies come when the lead has time, rarely 10am on a weekday. Mav answers in seconds and asks the qualifying questions a producer would spend the first five minutes of a call collecting.

    M

    Beacon Insurance

    via Mav

    sorry, crazy week. yes let’s do it

    No problem at all. Two quick ones: is the RAV4 the only vehicle, and who else drives it?

    just the RAV4, me and my wife

    Perfect — and the ZIP you park it in overnight?

    Qualifying
  6. Day 7 · 9:01 AM

    The agency opens. Mav sets up the warm transfer.

    Transfers happen when the agency is open. Mav asks first, then dials the lead. A producer’s time starts here, and not a minute before.

    M

    Beacon Insurance

    via Mav

    Morning Jordan — Beacon just opened and Dana can get you a quote on the RAV4. Good time for a quick call?

    yes, call me now

    Transferring
  7. Day 7 · 9:02 AM

    The licensed producer joins on a conference.

    Mav calls the lead and your producer at the same time and conferences them together, with the whole thread already in hand. No callback queue, no cold open.

    M

    Beacon Insurance

    via Mav

    Live call

    Beacon Insurance · via Mav

    0:42

    • Jordan M. Lead
    • Dana R. Licensed producer
    • Mav On the line
    Connected
  8. Day 7 · 9:04 AM

    Mav stays on and transcribes, with PII redacted.

    Every transfer is transcribed and personal information is redacted before it is stored. Recording consent follows each state’s rules, inside controls audited for SOC 2 Type 1, with Type 2 pending.

    M

    Beacon Insurance

    via Mav

    Live transcript Transcribing
    1. Dana: Great — can I grab your date of birth to finish the rate?
    2. Jordan: Sure, it’s redacted
    3. Dana: And the VIN on the RAV4?
    4. Jordan: redacted
    5. Dana: Perfect. That’s bindable at $148 a month.
    PII redacted
  9. Day 7 · 9:19 AM

    The call ends. Mav writes the dispositions.

    Was a quote delivered, was it too high, was a policy sold, is a follow-up needed. They drive Mav’s next move and post to your CRM or AMS so nothing is retyped.

    M

    Beacon Insurance

    via Mav

    Dispositions

    • Quote delivered Yes · $148/mo
    • Price objection None
    • Policy sold Bound · effective 9/22
    • Follow-up Renters quote · Wed 10am

    Posted to your CRM and AMS

    Synced to your AMS

Results that grow your book

30%

Higher Conversion Rate

44%

Leads Converted From a Follow Up

50%

Lower Cost of Service

“We’ve been able to connect with more prospects than we were before, and those additional conversations have resulted in new policies that we likely would have missed.”
Ulysses Campos

Ulysses Campos

Farmers Agency Owner

Learn more about AI for lead engagement

AI lead qualification for insurance agencies Read post How to automate insurance lead qualification Read post Signs it’s time to replace your call center Read post How to build a $10M insurance agency without a call center with AI Read post

Want to grow your book? Mav can help.

Book a demo

Frequently asked questions

Still have questions?

Talk to us
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.