Every lead followed up, for as long as it takes.
Maverick is an AI teammate for insurance agencies. It welcomes each new lead, stays in touch by text and phone over the following weeks, and connects interested customers with a licensed agent, all within a CRM designed for the sales floor.
What the history shows
Built on what really leads to a sale
Before building Maverick we studied an agency’s past sales in detail: the calls, the texts and the outcomes. Two patterns shaped everything that followed.
How it works
A lead’s first weeks
Maverick keeps a steady, respectful rhythm of texts and calls, and pauses as soon as the customer responds.
A first message in the agent’s own voice
New leads are welcomed promptly, in the name of the agent they have been assigned to.
Calls, including ones Maverick makes itself
When the team is busy, Maverick can phone a lead for a short introductory conversation.
A warm hand-off
An interested customer is connected live to a licensed agent, who sees the whole history.
For the sales floor
One place for the team’s day
Agents call, text and email from the browser. The board shows where every lead stands, and who is waiting to hear back.
New
Contacted
Engaged
Quoted
Sold
A shopper is on the line
Warm hand-off. They just asked for a quote, so pick up while they are holding.
The live-transfer card, exactly as agents see it in the app.
Working together
Maverick keeps the rhythm. Your agents have the conversations.
Maverick takes care of
- Welcoming and assessing each new lead
- Follow-up texts and scheduled calls
- Short introductory calls and live hand-offs
- Suggested replies for agents to review
Licensed agents look after
- Conversations with interested customers
- Quotes, coverage and binding
- Approving or editing suggested messages
- How much Maverick does unassisted
Designed with care
Respectful of customers and of regulation
Licensed work stays licensed
Maverick does not quote rates or bind coverage. Those conversations belong to your agents.
Opt-outs are honoured everywhere
A request to stop applies to every channel, and stays in place.
Review first, if you prefer
For each channel, choose whether Maverick prepares drafts for approval or sends messages itself.
Sensible hours
Texts and calls go out only within set contact hours and your office hours.
Built within your systems
Maverick connects to your lead sources, phone numbers and mailboxes, and follows the way your agency already sells.
Curious whether Maverick would suit your team?
We are happy to walk you through it in more detail, and to hear how the work is done in your organisation today.