What is Mav?
Mav is insurance AI
built
to grow your book.
Playbooks specifically built for insurance. Connectors to the tools you already use. Mav sits between your leads and your producers, having conversations that make your phone ring with ready-to-close deals.
- Every lead gets worked
- Every opportunity found
- Every renewal handled
- 100% cadence completion
The strategies that grow your book
More than a cadence. Installed where the revenue starts, Mav reacts to every reply across sales, servicing, and renewals.
New Premium
Every lead worked in seconds, full follow up cadence handled, ready leads transferred warm.
Hi Jordan — saw you were shopping an auto quote. Want me to start one?
yes, 2026 RAV4
Perfect. Connecting you to a licensed agent now 👍
Retention & Renewals
Renewal conversations 60 to 90 days out, shopping signals caught in real time.
Hi Samantha — your policy renews 9/15 and the rate moved. Want me to re-shop it?
ugh, yes please
On it. Same coverage, better rate — sending it over.
Rounding out the household
Life-event triggers turn mono-line customers into multi-policy households.
my daughter just got her license
Congrats! Want me to add her and check teen discounts?
yes!
Coming soon
You don’t need a call center.
You need Mav.
Traditional Call Center Model
- Requires headcount to scale
- Rings phones leads won’t answer
- Runs during business hours only
- Turns over every 12 months
- Costs more to hire than it earns back
The Mav Model
- Scales without hiring
- Texts first, calls when needed
- Runs 24/7, every day of the year
- Never quits, never calls in sick
- Cost per conversation drops as volume rises
Run the numbers: Mav vs your call center
Lead calculatorMeet leads on every channel
they want to reply on.
SMS
Every lead worked in seconds, follow up handled, ready leads transferred warm.
RCS
Verified sender, brand-safe, with your agency’s logo and rich media. Trust before the conversation starts.
Voice
Inbound and outbound calls that can qualify and connect. When a lead needs to talk, Mav talks.
Warm Transfer
Partyline handoff to a licensed producer the moment a lead is ready to buy.
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.
-
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.
MBeacon Insurance
via Mav
New lead EverQuote- Name
- Jordan M.
- Line
- Auto
- Vehicle
- 2026 RAV4
- ZIP
- 48009
- Consent
- TCPA written ✓
Purchased -
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.
MBeacon 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 -
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.
MBeacon 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 -
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.
MBeacon 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 -
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.
MBeacon 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 -
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.
MBeacon 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 -
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.
MBeacon Insurance
via Mav
Live call
Beacon Insurance · via Mav
0:42
- Jordan M. Lead
- Dana R. Licensed producer
- Mav On the line
Connected -
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.
MBeacon Insurance
via Mav
Live transcript Transcribing- Dana: Great — can I grab your date of birth to finish the rate?
- Jordan: Sure, it’s redacted
- Dana: And the VIN on the RAV4?
- Jordan: redacted
- Dana: Perfect. That’s bindable at $148 a month.
PII redacted -
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.
MBeacon 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
AI purpose-built for insurance
It gets smarter with every conversation — and Mav has had tens of millions of them.
Mav will make your phone ring.
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.