Skip to content
  • There are no suggestions because the search field is empty.

What to Expect When a Lead Is Delivered

This article explains what happens before a lead reaches you, what a delivered lead looks like, and how to handle the call so you convert more of them. Read it once before your first lead comes in.

By the time a lead is connected with you, Mav has already found them, sparked their interest, and confirmed they're a real fit. Your job is to pick up a warm, live conversation and provide the quote. Treat every delivered lead like an inbound call - the prospect is expecting to talk to you right now.

How a lead gets to you

When a lead is delivered, Mav gathers the information you'll need to make a quote and facilitates the transfer process to your Sales team using the following steps: 

  1. Mav initiates a conversation with a lead

  2. When the lead responds with genuine interest, we continue the conversation and ask qualifying questions to ensure they’re a good fit for your policy  

  3. Mav confirms the lead meets your criteria (the right need, fit, and intent) and  qualified leads are encouraged to get transferred to a rep
  4. Mav connects the lead directly to your sales rep to talk numbers and close. That's the call you receive.

The earlier stages are handled for you. You only step in at the moment a qualified, interested prospect is ready to talk.

What the handoff actually feels like

There is no clunky transfer. Mav manages the connection so the prospect doesn't sit through a "please hold while I transfer you" moment. From the prospect's side, the conversation simply continues, and now they're talking to you.

Because of this, treat the lead like an inbound call: the person is already warm, already expecting to speak with someone, and ready to get a quote. You're not cold-calling. You're continuing a conversation that's already going well.

About "Rebecca"

"Rebecca" is the default persona behind our outreach, the name the prospect may have been talking to before they reached you. Rebecca handles outreach and qualification; she does not provide quotes.

If a prospect asks for Rebecca, don't transfer or hesitate. Take control of the call and clarify the roles in a friendly way. For example:

"Rebecca helps with the outreach side - I'll be the one providing your quote."

This reassures the prospect they're in the right place and keeps the conversation moving.

Confirming their information

The prospect has already shared some details during qualification, but you should still confirm the essentials before quoting. Frame it so it doesn't feel repetitive:

"You may have already given us some of this information, but I just have to confirm a few things..."

This sets the right expectation, prevents errors in the quote, and shows the prospect you're being thorough on their behalf.

Quick checklist for every delivered lead

  • Answer like it's inbound. The prospect is warm and expecting you.
  • If they ask for Rebecca, respond: "Rebecca helps with outreach, I'll be providing the quote."
  • Confirm before quoting: "You may have already given us some of this, but I have to confirm..."
  • Move to the quote. They've reached you because they're qualified and ready.

Why this works

Every delivered lead has already cleared three stages of interest and qualification before reaching you. That means the people you talk to are real, relevant, and ready. The smoother and more confident your call handling, the more of those warm leads turn into customers.