Mavrix Insurance Services, a centralised insurance brokerage born out of the Heffernan Group, has introduced Millie, a proprietary platform designed to work as both an AI agent and an AI infrastructure layer supporting agents, insureds and service teams.
Millie has been built to serve two separate functions, both shaped around the workflows specific to Mavrix’s centralised brokerage model.
On the agent and service-team side, the platform moves through intake, quote-to-bind and servicing stages, identifying what each step requires and carrying it out. This is intended to cut the time agents spend on administrative handoffs, freeing them up to spend more time with clients and grow their books of business.
For insureds, Millie offers a quick, guided route into starting a personal or commercial insurance quote, alongside a self-service portal for managing policies once they are in place.
While many AI tools built for the insurance sector are limited to isolated tasks, such as producing a recommendation, answering a query or automating a single step, Millie has been designed to carry out work across interconnected workflows rather than in isolated pieces.
Service teams typically manage a high volume of small administrative tasks each day, including policy changes, renewal preparation and follow-ups. Rather than addressing this work one task at a time, as most AI tools do, Millie has been built to act across the full scope of servicing and administrative duties at once, with the aim of compounding the time saved rather than delivering it gradually.
The platform’s remit has been deliberately limited and does not extend to underwriting or claims decisions, which continue to sit with licensed agents and carriers. Instead, Millie is positioned to coordinate the servicing, communication and administrative work that surrounds those decisions, leaving the judgement behind them untouched.
Mavrix Insurance Services operates as a centralised insurance brokerage built to remove operational friction for independent agents. By taking on account servicing, carrier management and administrative infrastructure, the company allows agents to concentrate on selling and maintaining client relationships across personal insurance, commercial insurance and employee benefits.
Mavrix CEO Leticia Treviño said, “Unlike other AI-enabled insurance technologies, Millie is built as agentic AI from the outset, not retrofitted onto an existing tool set.
“We structured Millie around how agents, insureds, and service teams work together. Good service is what keeps an agent’s book of business growing, and Millie exists to make sure that service happens without pulling agents away from their clients.”
Mavrix VP of operations Toni Francis said, “Millie works with our service teams, not around them. When service teams have the support to do their job well, agents feel it first: fewer gaps, faster turnarounds, more time back for the relationships that grow their business. That’s exactly what Millie is built to protect.”
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