Prospect visits your website. Maya conducts the fact-find, matches products from your catalog, and qualifies them before the advisor commits time. The advisor receives a complete discovery package with product recommendations.
What insurance discovery still looks like without this bundle
The fact-find is the foundation of every insurance relationship. Done manually, it consumes the advisor's most valuable resource — face time with qualified prospects — on people who may never buy.
45-Minute Discovery Calls
Every prospect gets the same 45-minute discovery call regardless of whether they are ready to buy. The advisor gathers basic details — age, income, dependents, existing coverage, health history — that could have been collected before the meeting. Half the call is data collection, not advice.
Manual Product Matching
After gathering facts, the advisor manually cross-references the prospect's situation against the product portfolio. Term vs. whole life, rider options, premium tables, underwriting guidelines — this mental mapping happens every time, for every prospect, with no system enforcing consistency.
Document Chasing
Prospects forget to bring existing policy documents, tax returns, and beneficiary details. The advisor sends follow-up emails, waits days for responses, and re-enters information that arrives in mismatched formats. Every missing document delays the quote and risks the sale going cold.
New Agent Product Knowledge
New agents join with licensing but limited product knowledge. Learning the full catalog, underwriting rules, and compliance scripts takes months of shadowing senior advisors. Until they know the products, they cannot recommend confidently — and every wrong recommendation is a compliance risk.
Pre-Built Workflow
What Maya does instead — before the advisor meets the prospect
This is not a lead form. Maya has a discovery conversation with the prospect, matches products from your actual portfolio, and delivers a scored fact-find to the advisor. The advisor walks into the meeting with everything they need.
1
Prospect EngagesProspect visits your website, clicks a shared link, or responds to an outreach. Maya opens the discovery conversation — no form, no account, no app download.
↓
2
Conversational Fact-FindMaya asks about current coverage, life events, financial situation, dependents, health considerations, and goals. Conversational format — the prospect answers naturally instead of filling out a questionnaire.
↓
3
Product Matching from Your CatalogMaya searches your knowledge base — loaded with your product catalog, premium tables, underwriting guidelines, and rider options — and recommends 2–3 suitable products from your actual range. Not generic advice.
↓
4
Qualification ScoringMaya qualifies the prospect as Hot, Warm, or Cold based on readiness, fit, and engagement. The advisor sees the score before deciding whether to commit their time.
↓
✓
Complete Fact-Find DeliveredThe advisor receives a structured discovery package: fact-find summary, product recommendations with reasoning, qualification score, and any documents the prospect provided. The meeting starts with advice, not data collection.
Three Layers Working Together
Avatar + Knowledge + Tools — in one conversation
The optional avatar layer puts a face on the fact-find. Maya appears on the prospect's screen, asks discovery questions, and answers from your product materials. Without avatar, the same workflow runs as text.
Conversational Fact-Find with Product Intelligence
Maya's knowledge base is loaded with your product catalog, underwriting guidelines, premium tables, claims procedures, and compliance scripts. When a prospect asks "what's the difference between term and whole life?" or "does my health condition affect my premium?" — Maya answers from your actual product data, not generic information. The fact-find becomes a two-way exchange where the prospect gets their questions answered while you get every data point you need to recommend and quote.
With Avatar
Maya appears face-to-face to conduct the fact-find — warmer than a form, more consistent than a junior agent
Searches your product catalog mid-conversation to explain coverage options using your actual products and pricing tiers
Answers prospect questions about claims procedures, waiting periods, and policy terms from loaded documents
Follows compliance scripts loaded into the knowledge base — every prospect gets the same compliant discovery
Qualifies the prospect live and sends the structured result to the advisor immediately
Available as a shared link sent via SMS, email, or messaging app
Straight Workflow (No Avatar)
Same fact-find questions, same product matching, same qualification — no video layer
Prospect interacts via text chat on the same link
Results delivered via API, webhook, or directly to your CRM
Lower cost per interaction — suitable for high-volume lead qualification
Runs headlessly — prospect sees a chat interface, not a video avatar
Functionally identical to competitors, without the avatar differentiator
Brokerage quoting commercial policies for small businesses
Maya collects business type, revenue, employee count, claims history, and existing coverage
Knowledge base loaded with underwriting guidelines per carrier to identify eligible products
Documents collected in the conversation — loss runs, certificates of insurance, financial statements
First Notice of Loss intake available if a claim is reported during discovery
Broker receives a structured submission package ready for carrier quoting
Output: Commercial risk profile with business details, claims history, document checklist status, carrier eligibility notes, and submission-ready summary.
Multi-Line Agency — Agent Training
Agency onboarding 5 new agents who need product certification
Knowledge base loaded with the agency's full product catalog, underwriting rules, and compliance scripts
Maya runs product knowledge assessments sourced from your actual materials — not generic insurance questions
Each new agent scored on product knowledge, identifies specific gaps in their understanding
Targeted training recommendations generated for each agent based on their assessment results
Agency tracks certification progress across all new agents
Output: Per-agent assessment report — product knowledge score, gap analysis by product line, recommended training topics, certification status.
Tools in This Bundle
15 tools — all live, all included
Every tool in this bundle is built, tested, and running in production. This is not a roadmap. These are live capabilities Maya uses when you deploy the Insurance bundle.
15 TOOLS • ALL LIVE
Intake QuestionsGenerate fact-find questions tailored to the insurance line and prospect profile
Intake SummaryStructure the discovery conversation into an organized fact-find report
Prospect QualificationScore prospects Hot, Warm, or Cold with structured reasoning and next-step recommendations
Requirements ExtractionExtract coverage requirements, exclusions, and conditions from policy documents
Document SummarySummarize existing policies, loss runs, and underwriting correspondence
Document CollectionTrack and collect required documents from prospects (existing policies, loss runs, financials)
Compliance TrackerMonitor regulatory compliance requirements across discovery and quoting stages
Product Knowledge AssessmentTest new agents on your actual product catalog, underwriting rules, and compliance scripts
Knowledge Base SearchSearch your product catalog, premium tables, underwriting guidelines, and claims procedures
Contract GeneratorGenerate engagement letters, policy summaries, and agreement documents
Social Profile ScanReview a prospect's or agent's public social presence across 6 platforms
Demand Letter GeneratorGenerate formal notices for premium collection and policy reinstatement
Claims Intake (FNOL)Structured First Notice of Loss report — claim summary, classification, severity, key facts, missing information, red flags
Appointment SchedulingBook consultation appointments directly during or after the fact-find conversation
SMS NotificationsSend appointment reminders, document requests, and follow-up messages via SMS
The traditional fact-find is a data collection exercise that happens during the advisor's most valuable time. This bundle moves discovery to before the meeting and adds product intelligence the advisor would do manually.
Traditional Fact-Find
Advisor spends 30–45 minutes per prospect collecting basic information
Paper or PDF questionnaire — prospects skip fields, leave sections blank
Product matching done manually from memory or by flipping through carrier materials
Unqualified prospects consume the same time as qualified ones
Documents collected after the meeting via follow-up emails
New agents learn products through months of shadowing, not structured assessment
Compliance depends on individual advisor discipline, not enforced scripts
VS
Insurance Bundle Agent
Prospect completes the fact-find before the meeting, on their own time
Maya asks follow-up questions when answers are incomplete or unclear
Products matched from your actual catalog automatically — consistent, compliant, documented
Prospects scored before the advisor commits time — only qualified leads get meetings
Documents collected during the conversation — not chased after
New agents tested on your actual products with structured scoring and gap analysis
Optional face-to-face avatar for a warmer discovery experience
Prospects complete the fact-find before the advisor meets them. Product recommendations come from your catalog. Every discovery follows your compliance scripts. No wasted meetings.
The Insurance Bundle Agent is a pre-built AI fact-find and qualification workflow powered by Maya. It replaces manual discovery calls and paper questionnaires with a conversational experience that collects current coverage, life events, financial situation, dependents, health considerations, and goals before the advisor meets the prospect. Maya searches the insurer's knowledge base during the conversation to recommend products from the actual product catalog, explain coverage options, and answer prospect questions using the insurer's own materials. The bundle includes 15 tools from the TaskMaster tool library, all live and running in production. Agencies deploy the bundle by uploading their product catalog, underwriting guidelines, premium tables, claims procedures, and compliance scripts into the knowledge base. Maya follows these materials during every fact-find, ensuring consistent and compliant discovery across all prospects. The bundle also includes a First Notice of Loss intake tool for structured claims reporting and a product knowledge assessment tool for training new agents on the agency's actual products. The optional two-way video avatar layer enables face-to-face interactions where Maya conducts the fact-find on the prospect's device with a warmer experience than any form. Available in 30 languages with pay-as-you-go pricing. No long-term commitment required. Business and deployment partner licenses available.