Run with Max — The AI Employee Built for Independent Insurance Agents
Speed-to-Lead Max calls your next new lead before they can Google your competitor →

The AI employee
built for insurance agents.

Max calls every new lead in under 60 seconds, qualifies them, books your calendar, and follows up until they show — so you spend your days closing, not chasing.

Request a Demo — Book a Call See how it works →
✓ Live in 7 days ✓ Works for MP, IUL, FIA & Roth ✓ No contracts — cancel anytime
📞
Lead called in 38s
MP inquiry · just now
📅
Appointment booked
IUL consult · Thu 2 PM
💰
Deal revived
FIA client · 41 days cold
app.runwithmax.com / speed-to-lead

Speed-to-Lead Queue

Today — 6 new leads processed · Max called all 6 in <60s
JL
James L. — MP Inquiry (Google)9:04 AM
Max called at 9:04:38 AM · "Interested in mortgage protection for a 15-year policy" · Qualified ✓
📅 Booked Thu 11 AM
SR
Sandra R. — Roth IRA Lead (Facebook)10:22 AM
Max called at 10:22:14 AM · Discussed tax exposure, mentioned 401(k) rollover · Warm lead
📞 Called in 14s
MT
Michael T. — IUL Follow-up (Day 3)11:45 AM
Max sent SMS re-engagement · "Still thinking? Happy to answer questions first." · Replied in 4 min
📅 Booked Fri 2 PM
KC
Karen C. — FIA Revival (41 days)1:12 PM
Dormant lead · Max ran market crash re-engagement · "Sounds like I should have called sooner" · Booked
♻️ Revived cold lead

Built for agents running Mortgage Protection · IUL · Fixed Indexed Annuities · Roth Conversions

Mortgage Protection IUL Fixed Indexed Annuities Roth Conversions Life Insurance Final Expense
The Speed-to-Lead Problem

You're losing deals
to your own voicemail.

Every minute you wait to call a new lead, your odds of booking the appointment drop by 80%. Most agents respond in hours — or days. Max responds in seconds.

78%

Leads go to the first agent who calls

If you don't call within 5 minutes, there's a 78% chance your lead has already moved on. They submitted three forms. You're not the only one.

47 min

Average agent response time to a new lead

The average agent takes 47 minutes to make first contact. Max makes it in under 60 seconds — every single time, including nights and weekends.

7×

More likely to qualify a lead called in the first minute

MIT research shows you're 7x more likely to qualify a lead if you call within 60 seconds vs. 1 hour. Speed is the single biggest driver of close rate.

Works With How You Already Get Leads

Buying leads. Running ads.
Either way — Max gets them instantly.

However your leads come in, they land in your CRM and Max is on the phone in under 60 seconds. No manual imports. No copy-paste. No delays.

🔗
Lead Vendors & Data Providers

Buying MP, IUL, FIA, or final expense leads from a vendor? We integrate directly with most major providers via API. New lead hits their system — it's in your CRM and Max is dialing before the prospect even closes the tab.

✓ API Integration
📊
Google Sheets & Spreadsheets

Getting leads dropped into a Google Sheet — from a vendor, a call center, or your own tracking system? We connect directly. The moment a new row appears, Max picks it up and goes to work. No manual uploads, ever.

✓ Google Sheets Sync
📣
Your Own Ads & Funnels

Running Facebook, Google, or TikTok ads? Leads from your campaigns flow straight into the CRM the moment someone fills out a form. Max calls them while they're still on their phone looking at your ad.

✓ Ad Platform Native
The Part Every Agent Avoids

Call. No answer. Wait 2 minutes.
Call again. No answer. Wait 30 minutes.
Call again. Max does this automatically.

That's the real triple dial — and almost nobody actually does it. Because sitting there redialing the same number, getting voicemail three times in a row, for 30 new leads a day, is soul-crushing. Most agents call once, maybe twice, then move on and wonder why their show rate sucks. Max doesn't get discouraged. He doesn't "forget" between meetings. He executes the exact sequence — Call → no answer → 2 min → Call → no answer → 30 min → Call → voicemail drop → SMS follow-up — every single lead, every single time. You close deals. Max dials.

⚠ GHL alone can't do this. GHL's native outbound caller enforces a 24-hour wait between attempts on the same lead — no exceptions, no workaround. We layer specialized AI agent software on top of GHL that has zero same-day restrictions. Two minutes. Thirty minutes. Done. The full sequence, the same day the lead comes in.
3×
Dial Attempts
0
Calls You Make
Before Max
Lead submits form at 7:43 AM

You're in a client meeting. Lead waits. Calls competitor. Already booked.

😤
With Max
Lead submits form at 7:43 AM

Max calls at 7:43:38 AM. Qualifies them. Books your calendar for Thursday at 11.

Before Max
3-day-old lead goes cold

You meant to follow up. Life happened. Lead forgot who you were. Dead.

📞
With Max
Day 3 — Max sends a pattern interrupt

"Still thinking? No rush — happy to just answer your questions first." Lead replies in 4 minutes.

Before Max
45-day-old lead never re-engaged

That lead cost you $65. Sitting in your CRM. Never called again.

♻️
With Max
Max runs the revival sequence

Market crash hook → personal text → "I've been thinking about you." 1-in-4 books. That's free revenue from leads you already paid for.

What Max Does

Your pipeline, running
while you sleep.

Max isn't a chatbot. He calls new leads in under 60 seconds, texts back missed calls instantly, qualifies through chat, runs Voice AI with NEPQ, and follows up until they book — all without you lifting a finger.

Speed-to-Lead Calls
Max calls every new lead within 60 seconds — day or night, weekend or holiday. He introduces himself as your AI assistant, qualifies the prospect, and books your calendar. You show up to a pre-qualified appointment. No more racing to call back leads between client meetings.
Multi-Touch Follow-Up
Most leads need multiple touchpoints before they book. Max handles all 20 of them: call attempts on day 1, 2, 3, 7, 14 — pattern-interrupt SMS on day 2, 5, 10, 21, 30 — voicemail drops when they don't pick up. Full 30-day sequence, zero effort on your end. You get the booking. Max does the grinding.
Cold Lead Revival
Every agent has hundreds of dead leads sitting in their CRM — leads they paid for and never closed. Max runs market-event-triggered revival campaigns to wake them back up. "With everything happening in the market, I wanted to check in…" 1 in 4 responds. That's pure margin.
Appointment Reminders & No-Show Recovery
Max sends SMS reminders 24 hours and 1 hour before every appointment. If they no-show, Max calls within 5 minutes to reschedule — before they disappear forever. Agents using Max cut no-show rates by up to 40%.
CRM Sync & Pipeline Visibility
Every call Max makes, every text sent, every appointment booked — all logged automatically in your CRM. You wake up every morning knowing exactly who Max spoke to, what they said, and what's on your calendar for the day.
Missed Call Text Back
Every missed call is a lead you already paid for walking out the door. The moment someone calls and you can't pick up, Max texts back within 5 seconds: "Hey — sorry I missed you. What were you hoping to find out today?" That single NEPQ opener re-opens the conversation. Most reply within minutes. You close the loop without losing the lead.
AI Chat Widget
Your website has been sending visitors away without ever knowing who they were. Max's chat widget engages them the second they land — not with a pitch, but with a question: "What's bringing you here today?" That NEPQ opener gets them talking. Max surfaces their situation, handles their objections, and books them directly — all in chat, before they bounce.
Voice AI — NEPQ Qualifying
Max's Voice AI doesn't pitch — he asks. Situation questions, problem awareness questions, consequence questions. "If nothing changes with your current coverage, what happens to your family?" By the time Max suggests the appointment, the prospect has already talked themselves into it. No pressure. No scripts. Just the right questions — and a calendar invite at the end.
Max — Speed to Lead Live call
JL
Hi — I filled out a form about mortgage protection? I didn't think anyone would call this fast…
M
Ha — that's kind of my whole thing. I'm Max, AI assistant to your agent. Quick question: are you looking to protect your mortgage payment for your family, or more about living benefits if something happened to you first?
JL
Both, honestly. We just bought a house and I have two kids…
M
Perfect — that's exactly the situation we help with. I have Thursday at 11 AM or Friday at 2 PM open. Which works better?
Call Speed
38s
Outcome
Booked ✓
Real Agent Results

Numbers agents
actually care about.

Not impressions. Not "engagement." Calls made, appointments booked, policies written.

"
"I used to lose half my leads just from slow follow-up. Max calls before I even see the notification. I've had back-to-back weeks of 8-10 new appointments without lifting a phone."
DK
David K.
MP & IUL agent · Texas
3.2×
Average increase in booked appointments after agents go live with Max — in the first 30 days.
RWM
Run with Max
Avg. across all agents · 2025
"
"I have a list of 300 'dead' leads from the last two years. Max ran the revival campaign and booked 47 appointments in one week. My cost to re-acquire was $0."
AP
Angela P.
FIA agent · Florida
47s
Max's average call speed from lead form submission — vs. 47 minutes for the average agent. That gap is where your competitors are stealing your deals.
RWM
Run with Max
Platform data · Q1 2026
"
"Worth every penny. Max paid for himself in the first week — booked three FIA consultations from leads I'd already written off as dead."
RB
Robert B.
Roth & FIA advisor · Ohio
40%
Reduction in appointment no-shows after Max starts running reminder and confirmation sequences — across all agent account types.
RWM
Run with Max
Aggregate data · 2025–26
"
"I used to lose half my leads just from slow follow-up. Max calls before I even see the notification. I've had back-to-back weeks of 8-10 new appointments without lifting a phone."
DK
David K.
MP & IUL agent · Texas
3.2×
Average increase in booked appointments after agents go live with Max — in the first 30 days.
RWM
Run with Max
Avg. across all agents · 2025
"
"I have a list of 300 'dead' leads from the last two years. Max ran the revival campaign and booked 47 appointments in one week. My cost to re-acquire was $0."
AP
Angela P.
FIA agent · Florida
47s
Max's average call speed from lead form submission — vs. 47 minutes for the average agent. That gap is where your competitors are stealing your deals.
RWM
Run with Max
Platform data · Q1 2026
"
"Worth every penny. Max paid for himself in the first week — booked three FIA consultations from leads I'd already written off as dead."
RB
Robert B.
Roth & FIA advisor · Ohio
40%
Reduction in appointment no-shows after Max starts running reminder and confirmation sequences — across all agent account types.
RWM
Run with Max
Aggregate data · 2025–26
24/7 Coverage

Max never sleeps, takes a lunch break, or misses a lead because it came in at 11 PM on a Saturday. Your pipeline runs around the clock.

Sounds Human

Max isn't a robocall. He's a conversational AI agent who listens, qualifies, handles objections, and adapts to each lead — all in your voice and brand.

TCPA Compliant

Max operates within TCPA guidelines. Proper consent handling, honoring do-not-call requests, and compliant messaging sequences — no legal exposure.

Live in 7 Days

White-glove setup included. We configure your sequences, integrate your lead sources, and have Max running your pipeline within a week — no tech headaches.

Speed-to-Lead Engine

Called in under 60 seconds.
Every time.

The moment a new lead submits a form — from Facebook, Google, your website, or any lead vendor — Max fires an outbound call. No delays, no queues, no "I'll get to it after lunch."

  • ✓
    Sub-60-second call trigger Max calls the instant a lead comes in — before they can even close the browser tab and call someone else.
  • ✓
    Live qualification script Max qualifies the prospect on the call — coverage type, budget range, timeline, decision-maker — so you arrive knowing exactly what they need.
  • ✓
    Direct calendar booking Max offers your real availability and books the appointment on the call — no follow-up links, no friction, no drop-off.
See Max in action
Inbound Leads — Live Queue
Today · Max called all 5 within 60 seconds
8:47a
JL
James L.
MP · Google
Booked
9:22a
SR
Sandra R.
Roth · Facebook
Called
11:01a
MT
Michael T.
IUL · Website
Booked
1:14p
KC
Karen C.
FIA · Google
VM left
38s
Average time
to first call
Multi-Touch Follow-Up

20 touches.
Zero effort from you.

Most leads don't book on the first call. Most agents give up after two. Max runs a full 20-touch sequence — calls, texts, voicemails — across 30 days until you get a "yes" or a clear "no."

  • ✓
    Call + SMS + voicemail sequences Every channel, every timing — Day 1 call, Day 2 text, Day 3 call, Day 5 pattern-interrupt SMS. The full playbook, automated.
  • ✓
    Pattern-interrupt messaging "Still thinking? No rush — happy to just answer one question first." Texts that get replies, not unsubscribes.
  • ✓
    Stops the moment they book Max is smart enough to stop all sequences the instant a lead says yes — no awkward double-texts after they've already booked.
Request a Demo →
Max → Sandra R. — Day 5
Hi Sandra — it's Max. Quick question: what's the one thing stopping you from moving forward?
Honestly, I just wasn't sure if now was the right time with rates the way they are
That's exactly why now makes sense — I'd love to show you why. Thursday at 2 or Friday at 11 — which works?
Booked ✓ Thursday 2 PM — see you then, Sandra!
SMS
Call
Voicemail
Pipeline Intelligence

Every deal tracked.
Nothing slips through.

Max logs every interaction — calls made, texts sent, outcomes recorded — directly in your CRM. You wake up every morning with a clean, prioritized view of exactly where every lead stands.

  • ✓
    Auto-logged call notes Max transcribes and summarizes every conversation. Coverage interest, budget, timeline, objections — all in the contact record.
  • ✓
    Pipeline stage automation Leads move through your pipeline automatically based on their responses — New Lead → Qualified → Appointment Set → Closed. No manual data entry.
  • ✓
    Cold lead revival campaigns Max identifies leads that have been quiet for 30, 60, or 90 days and runs targeted re-engagement campaigns. Dormant leads back in your pipeline.
See the full demo
New Leads
James L.
MP · $80k face
MP
Karen C.
FIA · $200k
FIA
Qualified
Sandra R.
Roth · IRA rollover
Roth
Appt Set
Michael T.
IUL · $2k/mo budget
IUL
Robert B.
FIA · $350k
FIA
Missed Call Text Back

They called. You missed it.
Max didn't.

Every missed call is a lead you already paid for walking out the door. Within 5 seconds of a missed call, Max fires a text — and opens with a question, not a pitch. Most reply within minutes. You never even knew you almost lost them.

  • ✓
    5-second text back — every time The moment a call goes unanswered, Max fires: "Hey — sorry I missed you. What were you hoping to find out today?" Simple NEPQ question. Conversation reopened.
  • ✓
    Qualifies right in the thread Max doesn't just say hi — he asks situation questions in the same SMS thread. Coverage type, budget, urgency, decision authority. By the time you join the thread, they're already warm.
  • ✓
    Books the appointment by text Max offers your real availability and drops the booking link in the same conversation. No phone tag. No lost leads. Just a calendar invite.
See it in action →
📵
Missed Call
David K.
📵
📞
Max texted back in 5s ✓
Max → David K. · 5 seconds after missed call
Hey David — sorry I missed you. What were you hoping to find out today?
Was calling about mortgage protection — just bought a house
Got it — is protecting the payment the main goal, or more about what happens to your family if something happened to you?
Both honestly, I have 2 kids
Perfect. Thursday 11a or Friday 2p — which works? 📅
AI Chat Widget

Your website, finally
working for you.

Most insurance websites are digital business cards — people land, read nothing, and leave. Max's chat widget engages every visitor the moment they arrive, qualifies them using NEPQ, and books them without you touching a thing.

  • ✓
    NEPQ opening — not a popup ad "What's bringing you here today?" beats "Get a free quote!" every time. Max opens with curiosity. Visitors stay and reply instead of clicking away.
  • ✓
    Real-time qualification in chat Max walks through situation and problem awareness questions right in the widget — product interest, coverage gaps, urgency, who makes the final call. You get a qualified lead, not a cold form fill.
  • ✓
    Objection handling built in "I'm just browsing." Max: "Totally — what made you look today?" One question away from a real conversation every time.
Request a Demo
youragency.com/mortgage-protection
M
Max
Online now
What's bringing you here today? 👋
looking into mortgage protection
Got it — is protecting the payment the main goal, or more about what happens to your family if something happened?
honestly both, i have 2 kids
Voice AI — NEPQ Qualifying

Max doesn't pitch.
He asks questions that make
them sell themselves.

Forget scripted bots that drone through a pitch deck. Max's Voice AI uses NEPQ — Neuro-Emotional Persuasion Questions — to guide prospects through their own decision. By the time Max asks for the appointment, they've already talked themselves into it.

  • ✓
    Situation & problem awareness questions "How long have you had your current coverage?" "What would happen to the mortgage if you weren't around tomorrow?" Prospects surface their own pain. Max just asks.
  • ✓
    Consequence questions that create urgency "If nothing changes here, what does that look like for your family a year from now?" No pressure. Just the right question at the right moment.
  • ✓
    Objection handling — NEPQ style "I need to think about it." Max: "Totally — what specifically would you need to think through?" Isolates the real objection. Resolves it with a question. Booking closes.
See the full NEPQ method →
Live Call
02:14
Max · Voice AI · NEPQ Mode
Max · Consequence Question If nothing changes with your current coverage — what does that look like for your family two years from now?
Prospect Honestly… I haven't thought about it that way. That's kind of a scary question.
Max · Commitment That's exactly why I want to get you in front of someone who can actually help. Thursday at 11 or Friday at 2 — which works? Booked ✓
Built on GoHighLevel

Already on GHL?
You're 7 days from live.

Max doesn't connect to your GHL. Max runs inside it. No third-party integrations. No API keys to manage. No Zapier chains that silently break at 2 AM on a Sunday. We build Max directly inside your existing GHL sub-account — your contacts, your calendar, your pipeline, your workflows. Day 1, everything is already connected.

  • ✓
    No separate software to log into Max lives exactly where you already work. Open GHL, see Max working. That's it. No new dashboard, no new login, no new subscription to manage.
  • ✓
    Your existing contacts, calendar & pipeline — live from day one Max sees every lead you already have the moment we go live. Cold contacts, active pipeline, booked appointments — all of it, instantly accessible and ready to work.
  • ✓
    We do the entire build inside your account Workflows, sequences, scripts, automations, phone numbers, calendars — we configure everything. You review, approve, and go live. Zero tech headaches on your end.
  • ✓
    Not on GHL yet? We include the full setup. No GHL account? No problem. We stand up your entire GHL sub-account as part of onboarding. CRM, AI, automations, pipeline — one seamless install, one monthly fee.
  • ★
    True triple dialing — the one thing GHL can't do on its own GHL's native calling locks you out of the same lead for 24 hours between attempts. We layer specialized AI agent software on top of GHL that bypasses that restriction entirely. Same-day triple dial: 2 minutes, 30 minutes, done. All within GHL's interface. None of GHL's limitations.
✓ GHL Native ✓ No Integration Needed ✓ Zero Code Required
Your 7-Day Live Setup
1
Onboarding call — 30 min
We map your lead sources, products, and GHL account
2
We build inside your GHL
Workflows, scripts, sequences, phone numbers configured
4
You review & approve
Live walkthrough — you see every workflow before we flip the switch
7
Max goes live ✓
First leads start getting called within minutes of going live
GoHighLevel Native
Max is live in your account
No integrations · No API keys · No separate software
"You shouldn't be sitting on the phone
dialing 300 leads a day trying to get someone.
You should be closing deals."
— Every top producer who figured this out

Max handles the dialing. The qualifying. The follow-up. The no-shows. The revival campaigns. You show up to pre-qualified appointments and do what you actually do best.

The NEPQ Method

Max asks.
They convince themselves.

Most AI bots pitch. Max qualifies. Every conversation Max has — phone, chat, or text — follows NEPQ: Neuro-Emotional Persuasion Questions. The same framework used by elite closers. Now automated and running 24/7 on your pipeline.

Stage 1 — Connection
Build trust before asking anything
"Hey — I know I called fast. I just want to make sure you got what you needed. What made you look into this today?"
Stage 2 — Situation Questions
Understand their world before diagnosing
"How long have you had your current coverage?" · "Are you the one making this decision, or is your spouse involved?" · "What made you start looking now?"
Stage 3 Problem Awareness
Surface the gap they haven't said out loud
"If something happened tomorrow, how long would your family be covered with what you have in place right now?" "Is that enough time to get back on their feet?"
Stage 4 Consequence Questions
Let them feel the cost of doing nothing
"If nothing changes with your current coverage what does that look like for your family two years from now?" "Is that a risk you're comfortable taking?"
Stage 5 Commitment
They ask for the appointment. Max just opens the calendar.
"Based on everything you just shared, it sounds like getting this looked at sooner rather than later makes sense. I can get you time with our specialist would Thursday or Friday work better?"
Live Example Marcus Facebook Lead IUL
Max Connection Hey Marcus I know I called fast. I just want to make sure you got what you needed. What made you look into this today?
Marcus Honestly my buddy just passed away last month. He had nothing in place. Left his wife with three kids and a mortgage.
Max Consequence Question If nothing changes with your current coverage what does that look like for your family two years from now?
Marcus I mean... not good. My wife doesn't work. We've got a mortgage, two car payments...
Max Commitment Based on what you've shared, it sounds like getting a plan in place sooner makes sense. I can get you time with our specialist would Thursday or Friday work better for you?
Marcus Thursday works. What time?
? Appointment booked. 6 minutes. Zero pitch. Marcus qualified himself.
??
Works on every channel

Phone calls, SMS, chat widget, missed call text back Max runs NEPQ across all of them. Same framework, every touchpoint.

??
Pre-loaded for insurance

MP, IUL, FIA, final expense Max has a distinct NEPQ script for each product. The right questions for the right conversation, automatically.

??
Full call notes to your CRM

After every conversation Max logs coverage interest, budget, objections, and emotional anchor to the contact record. You walk into every close call fully briefed.

Simple Pricing

One flat rate.
No surprises.

No per-call fees. No per-lead fees. No "seat" pricing. One monthly subscription and Max works your entire pipeline, 24/7 for as many leads as you can send him.

Request a Demo

No long-term contracts. Cancel anytime with 30 days notice. Live in 7 days guaranteed.

All-In Plan
$697/mo
$2,995 one-time setup 500 minutes included/mo
Overage: $0.15/min after 500 min $0.015/SMS after 1,000 texts
  • Speed-to-lead calling (<60s)
  • Missed call text back (5-second response)
  • AI chat widget with NEPQ qualifying
  • Voice AI NEPQ objection handling
  • 20-touch follow-up sequences (call + SMS 30 days)
  • Appointment reminders & no-show recovery
  • Cold lead revival campaigns
  • CRM sync & pipeline automation
  • MP, IUL, FIA & Roth scripts all included
  • White-glove setup & onboarding
  • Live in 7 days guaranteed
FAQ

Questions
agents ask.

Straight answers no sales spin.

Still have questions? Book a call ?

  • Does Max actually sound human on the phone?

    Yes Max uses conversational AI voice that sounds natural and warm, not robotic. Agents who've heard him say prospects regularly ask "was that a real person?" He introduces himself as an AI assistant upfront, then gets to work qualifying.

  • What happens if a lead doesn't answer?

    Max runs the full triple dial calls again at 2 minutes, again at 30 minutes. If still no answer, he drops a voicemail and triggers the SMS follow-up sequence. No lead gets one attempt and a prayer.

  • Can Max handle multiple products MP, IUL, FIA?

    Max handles all of them. During setup, we configure separate qualification scripts for each product type. Max detects the lead source and product of interest and routes the conversation accordingly so an MP lead gets an MP qualification, and an FIA lead gets a conversation focused on retirement income.

  • Do I need to already be on GoHighLevel?

    No — we handle everything. Max runs on our platform, which is included. We set up your entire account, build all the workflows, and have you live in 7 days. If you have contacts in another CRM, we help you get them out and into your new system so nothing gets left behind. All you do is show up to the onboarding call.

  • Is there a long-term contract?

    No long-term contracts. Month to month. Cancel with 30 days notice. We'd rather earn your business every month than lock you in.

  • How long until Max is live?

    7 days from your onboarding call. We do the entire build workflows, scripts, sequences, phone numbers, calendars. You review on day 4, approve, and Max goes live by day 7. Guaranteed.

  • What does the $2,995 setup fee cover?

    Everything. Your full platform setup, all workflow builds, NEPQ script configuration for your products, lead source integrations, phone number setup, calendar configuration, contact migration from your old CRM, and a live walkthrough before go-live. One fee. Done.