Recruiting & Sourcing
Engage, screen, and schedule applicants automatically so you fill agent seats faster.
- Applicant engagement & screening
- Interview scheduling
- Pipeline movement
Maya is an AI teammate for insurance agencies. She talks to every applicant and prospect, qualifies them, and books the meeting — so your team only spends time on people ready to move forward.
🔒 SOC 2 compliant · Works with your CRM · Live in days, not months
Maya engages, qualifies, and follows up everywhere it matters — from hiring agents to keeping policyholders.
Engage, screen, and schedule applicants automatically so you fill agent seats faster.
Maya follows up on every cold and warm lead, qualifies intent, and routes the ready ones to producers.
Proactive renewal reminders and check-ins that keep policyholders engaged before they lapse.
Maya spots opportunities in your existing book and starts the right conversation at the right time.
24/7 answers to common questions with empathy and fast resolution — so clients never wait.
Maya collects and reviews documents and applications, speeding up verification and onboarding.
Maya handles the early, repetitive work the way one of your best people would — your team steps in only when someone's ready.
Messages applicants and prospects over email, text, and chat — in your brand's own voice.
Asks the right questions and sorts who's a fit, who's not, and who just needs a nudge.
Schedules interviews and appointments directly onto your team's calendar.
Connects to your CRM and existing systems. No rip-and-replace, no IT project.
Four steps. Maya runs them automatically, around the clock.
Plug Maya into your CRM or upload a simple list — no setup headaches.
Maya sends personalized email and SMS that reflect your brand's tone — and follows up so no one slips through.
Maya talks with each person, answers questions, and tags them by fit — qualified, not a fit, or follow-up.
Real-time logs of who opened, replied, or booked — all synced back to your CRM, routed to the right person.
Real results from real insurance teams.
Maya completely changed how we recruit. It doesn't feel like a tool running in the background — it feels like part of the team. Applicants even ask to meet Maya in person. Within my first year I joined our agency council and was named Rookie of the Year.
Most agencies run on 4–6 disconnected tools. Maya brings the conversation, the tracking, the follow-up — and enterprise-grade security — into one place.
Conversations, data, and scheduling live together — context never lost between handoffs.
Maya learns your brand's tone and speaks like part of your team — every channel.
New product, process, or rules — Maya adapts instantly, no downtime or rebuild.
Licensed professionals with decades across life, health, and P&C.
Book a 20-minute demo and we'll show you exactly how Maya fits into your team — using your own workflow.
Talk to an Expert →