Eliminated data siloes
20+ hours of manual reporting saved
Automated cross-sell identification
The company
Maverick Risk is a leading provider of insurance, warranty, and workforce solutions tailored specifically for homebuilders. Maverick distinguishes itself as the only provider of structural warranties that also offers comprehensive builder’s insurance packages and financial products, helping builders manage, protect, and market their homes effectively.
Maverick targets general contractors, remodelers, and trade contractors as its core customer base. The company emphasizes its commitment to alleviating homebuilders’ financial and risk exposure, positioning itself as a trusted and experienced advisor to builders across the country.
The challenge: disconnected GTM data was slowing growth
- HubSpot housed CRM data
- Their proprietary product database held engagement insights
- A third-party Agency Management System tracked policies
- And reporting required pulling it all together manually from Excel
This fragmentation created two major problems:
Poor visibility into the customer journey: sellers lacked a complete view of client touchpoints, making it hard to drive meaningful follow-ups or spot cross-sell opportunities
Manual, time-consuming reporting: month-end reports required cobbling together data from several tools, often taking weeks to produce insights that were at risk of going stale
“We couldn’t see the full customer journey or help guide our sellers to the key actions they needed to take. And our month-end reporting took weeks of stitching different reports together.”
The solution: a centralized GTM data foundation with AccountAim
One connected system for all GTM data
To solve these issues, Maverick implemented AccountAim’s RevOps Warehouse: a centralized data platform designed specifically for go-to-market teams.
AccountAim unified data across HubSpot, their product database, the agency platform, and numerous spreadsheet workflows into one usable GTM data layer, without relying on any technical resources from data engineering.
Real-time visibility into the customer journey
For the first time, the team could track every interaction from lead to renewal. Sales and service teams now had a complete view of accounts, making it easier to spot upsell opportunities, trigger proactive outreach, and understand coverage gaps.
Automated cross-sell workflows
With clean, connected data, Maverick began automating its cross-sell motion, recommending the right policies to the right clients at the right time, and improving lifetime value and retention.
Fast time-to-value, no data team needed
AccountAim’s platform made creating a unified GTM layer seamless. No SQL or dependence on Maverick’s internal data team required. And expert support from AccountAim every step of the way to get up and running quickly.
“AccountAim’s RevOps Warehouse brought it all together in one place. Now we have real-time GTM reporting, we’ve started to automate our cross-selling motion, and we finally have complete visibility into the customer journey—all without having to rely on our data team.”
