P&C
P&C prospect finding
Lists of likely buyers for commercial auto, business owners policies, workers' comp, homeowners and personal auto, built around your carriers' appetite.
Commercial autoBusiness ownersWorkers' compHomeownersPersonal auto
An AI growth engine for Insurance and Financial services agencies.
MaxVantageAI runs a system for independent P&C and Life & Financial agencies. It finds likely buyers, reaches out to them, and books sales calls with your producers. Your team then learns from every call.
2Lines: P&C and Life & Financial
5Steps from appetite to learning
7Services in one system
Territory sweep
Illustrative sample
Pass 01
Event streamSample data
- BookedCall booked with a P&C producer--:--:--
- FoundContractor · commercial auto policy expiring--:--:--
- FoundYoung family · no term life on file--:--:--
Commercial autoBusiness owners policiesWorkers' compHomeownersPersonal autoTerm lifeWhole lifeAnnuitiesRetirement planning
The problem
Producers are paid to sell, but much of their week goes to finding someone to sell to.
Independent agencies live on referrals, renewals and whatever walk-ins come through the door. Cold prospecting gets pushed aside by service work, and follow-ups slip. When a producer does make calls, nobody records what worked, so the next round starts from scratch.
Growth ends up depending on who happens to call you.
Inbound signalIllustrative
Old way, new way
From waiting on the phone to calls on the calendar.
The old way
With MaxVantageAI
ProspectsReferrals, renewals and whatever walk-ins come through the door.
ProspectsA list of prospects who fit the lines, states and carriers you chose.
ProspectingCold prospecting gets pushed aside by service work.
ProspectingMessages go out in your agency's name, with no prospecting team to build in-house.
Follow-upFollow-ups slip.
Follow-upFollow-ups are scheduled, so replies don't get lost.
LearningNobody records what worked, so the next round starts from scratch.
LearningCall outcomes feed back in. Targeting and messaging get sharper with every round.
GrowthGrowth depends on who happens to call you.
GrowthInterested prospects book a time, and the call goes to the producer who handles that line.
The pipeline
Follow one prospect through the AI Growth Engine.
Select a stage, or let it play. The entries are illustrative samples, not client data.
Stage 01 · Find · P&C sample
Sample entry
Find
Sample entry: a landscaping company with several work trucks, flagged as a likely commercial auto prospect for a P&C agency.
Services
The whole spectrum, run for your agency.
Life & Financial
Life & Financial prospect finding
Likely buyers for term life, whole life, annuities and retirement planning conversations, matched to the products your agency sells.
Term lifeWhole lifeAnnuitiesRetirement planning
Both lines
Outreach and follow-up
First messages and scheduled follow-ups written for your agency and the line of coverage, so each prospect hears about the policy that fits them.
Both lines
Sales call booking
Interested prospects book directly onto your producers' calendars, with P&C and Life & Financial calls going to the right person.
P&C callP&C producer
Life callLife & Financial producer
Feedback
Call learning
Outcomes from your own sales calls are fed back into the system to refine who it targets and what it says.
Your existing book
Renewal and cross-sell outreach
Outreach to your existing book ahead of renewal, such as a client with auto and no umbrella, or a business owner with no life coverage.
Client with auto, no umbrella
Business owner, no life coverage
One view
Pipeline view
One view of the pipeline, from prospect found to message sent, reply received, call booked and call held.
Prospect foundMessage sentReply receivedCall bookedCall held
How it works
Five steps, one loop.
You set the appetite. We run the rest, and every call makes the next round sharper.
STEP 01
Set your appetite
You tell us which lines you want (commercial auto, business owners, homeowners, term life, annuities and more), which states you're licensed in, and which carriers you write with.
STEP 02
We find likely buyers
The system builds a list of prospects who fit the lines and territory you chose.
STEP 03
We reach out
Messages go to those prospects in your agency's name, with follow-ups scheduled so replies don't get lost.
STEP 04
Calls get booked
Interested prospects choose a time. The call goes to the producer who handles that line.
STEP 05
The team learns
After each call, outcomes feed back into the system. Targeting and messaging get sharper with every round.
FAQ
Questions agencies ask.
Is this for P&C agencies, Life & Financial agencies, or both?
Both. The system is set up around the lines you write, whether that is commercial auto and business owners policies, term life and annuities, or a mix of all of them.
Who actually takes the sales calls?
Your producers. We find the prospects, reach out and book the call. You make the sale.
How does it know what I can write?
We start by asking for your carrier appetite, the lines you want to grow and the states you're licensed in. Outreach only targets what you can actually place.
What does 'the team learns from its own sales calls' mean?
After calls are held, the outcomes go back into the system. It sees which prospects booked and which messages got replies, and it adjusts its targeting and wording to match.
What does it cost?
Pricing depends on your lines, territory and how many calls you want to handle. Reach out through the contact section and we'll go through it with you.
Can I use it on my existing clients too?
Yes. Renewal and cross-sell outreach to your current book is one of the services, for example a policyholder with auto and home but no life coverage.
Put your next sales calls on the calendar.
Tell us which lines you want to grow and where you're licensed. We'll show you how the AI Growth Engine would work for your agency.
MonTueWedThuFri
Producer calendar · illustrative
Contact
Talk to us about your agency.
Tell us which lines you want to grow and where you're licensed.