A Tech Stack Built for Growth
Growing your agency is an uphill battle when you have to do everything manually. There’s a better way. With our automated processes, backed by our dedicated service team, you can capture more opportunities in less time.
How Mavrix smart tech reduces operational drag, powering higher close rates:
Integrated. Automated. Fast.
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Lead flows into unified CRM and rating tools automatically
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Application auto-sent to prospect — zero manual data entry
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Carrier rating and proposal generation triggered instantly
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Agent reviews and presents — nothing left to build
Manual. Fragmented. Slow.
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Leads sit in shared inboxes, waiting for someone to notice
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Agent manually calls each prospect to gather quoting information
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Agent re-enters data separately into CRM, AMS, and rating tools
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Agent builds proposal from scratch in Microsoft Word
Low Touch. High Output.
The platform handles the process. The service team handles the complexity.
The agent stays focused on selling.
The Platform Keeps Working After Bind.
A fast quote wins the business. A good client experience keeps it. Mavrix gives insureds direct access to their policy between touchpoints, so they feel taken care of without the agent having to be in every conversation. Clients who feel supported do not shop around at renewal.
Self-Service Policy Portal
Insureds access and manage their policy directly: coverage details, documents, and updates available on their own time.
Certificates & Documents
Certificates of insurance and policy documents are accessible digitally: organized, current, and available without picking up the phone.
Payment Portal
Clients manage payments directly through a secure portal: no agent intervention needed to handle billing.
The Tech Is Ready. Getting You Into It Is the Easy Part.
Everything above, the workflows, the platform, the infrastructure, is already built. When you join Mavrix, we walk you through it. Tools are configured, training is structured, and access is centralized from the start.
No figuring it out on your own. No ramp-up friction.
You come in, get oriented, and start selling.
One system. Every tool, every resource, every escalation path. Accessible from a single login from day one.
The Mavrix Knowledge Hub
Backed by Heffernan Insurance Brokers
Mavrix is backed by Heffernan Insurance Brokers, a Top 100 independent brokerage with national reach, strong carrier relationships, industry clout, and deep expertise across insurance niches.