PICK MAXOUT IF YOU WANT
- AI everywhere, not one add-on bot
- Simple UI, fast start
- Built for life & annuity producers
- Affordable, all-in-one positioning
Maxout CRM vs AgentCRM
Both platforms serve insurance agents with CRM, messaging, and automation. AgentCRM is a mature flat-rate option with broad vertical coverage. Maxout CRM is built around a simpler UI, faster setup, and a wide set of built-in AI tools for life and annuity producers who want to start working leads quickly without learning a complex stack.
WHERE AGENTCRM FITS
AgentCRM is the right choice if you sell across verticals Maxout does not emphasize (P&C, Group Benefits, Infinite Banking), if you want a single flat-rate plan with AI booking included at entry, or if you prefer a free trial over booking a product conversation first.
AgentCRM is an established insurance-agent CRM with a flat $97/month price point, 14-day free trial, free onboarding with a dedicated Growth Engineer, and a power dialer. Their AgentAI books appointments, qualifies leads, and handles FAQ responses. They offer pre-built insurance templates across 9 verticals (including P&C, Group Benefits, and Infinite Banking) and are HIPAA compliant.
SIDE BY SIDE
Feature by feature
FEATURE
MAXOUT CRM
AGENTCRM
Starting price
MAXOUTContact for pricing — built to stay affordable
AGENTCRM$97/month flat plan
Free trial
MAXOUTProduct conversation + guided setup
AGENTCRM14-day free trial
UI complexity
MAXOUTSimple, focused insurance workspace
AGENTCRMFull-featured; more to configure
AI call assistance (live coaching)
MAXOUTBuilt in — real-time guidance on calls
AGENTCRMNot publicly listed as core feature
AI carrier intelligence
MAXOUTBuilt in — A-rated carrier guidelines
AGENTCRMNot publicly listed
AI appointment booking
MAXOUTBuilt in
AGENTCRMAgentAI included on flat plan
AI suggested replies (SMS/email)
MAXOUTBuilt in
AGENTCRMAgentAI messaging support
Power dialer
MAXOUTIncluded in platform
AGENTCRMIncluded
A2P/10DLC setup help
MAXOUTGuided registration support
AGENTCRMIncluded in onboarding
Insurance vertical focus
MAXOUTLife, final expense, IUL, annuities, term
AGENTCRM9 verticals incl. P&C and group benefits
Time to first workflow
MAXOUTDesigned for fast start — minimal clutter
AGENTCRMSetup call with Growth Engineer
Google Calendar & Gmail
MAXOUTOptional connect when you are ready
AGENTCRMVaries by integration setup
WHY MAXOUT
Simple UI. Fast setup. AI built in.
AI everywhere, not one add-on bot
Maxout ships with AI call assistance, suggested replies, appointment setting, carrier intelligence, follow-up automation, and onboarding help in one simple workspace. You get many AI tools without hunting through tiers or bolt-ons.
Simple UI, fast start
Maxout is designed so agents can open the CRM, see the next lead action, and work — not spend days configuring stacks, bundles, or workflow libraries. Less screen clutter, fewer decisions before you can dial or text.
Built for life & annuity producers
Every screen is insurance-native: lead context, call outcomes, messaging, appointments, and carrier guidance in one place. No adapting a generic sales CRM to how agents actually work.
Affordable, all-in-one positioning
Maxout is priced to be accessible for solo agents and small teams — dialer, messaging, CRM, and AI assistance in one subscription instead of stacking separate tools.
FAQ
Switching from AgentCRM?
Is Maxout more expensive than AgentCRM?
AgentCRM publishes a flat $97/month plan. Maxout pricing depends on your team size and setup — contact us for current rates. Many agents choose Maxout for the broader built-in AI toolkit and simpler day-to-day UI, not because they need the widest vertical catalog.
Both have AI. What is actually different?
AgentCRM centers on AgentAI for booking and FAQ-style responses. Maxout adds live AI call coaching, carrier intelligence, suggested replies, transcription, and follow-up automation in the same workspace — designed for agents who want AI help across the whole sales conversation, not just scheduling.
I only sell life insurance. Do I need AgentCRM's extra verticals?
If you focus on life, final expense, IUL, term, or annuities, Maxout's focused workflow is often faster to adopt than a platform built to cover P&C and group benefits you may never use.
Does Maxout include a power dialer?
Yes. Calling, outcomes, notes, and follow-up live in the same CRM — one login, one workflow.
How do I try Maxout?
Book a product conversation from our CRM page. We walk through the workflow relevant to your team and get you oriented quickly — no long implementation project required.
NEXT STEP
Done comparing AgentCRM?
Everything Maxout CRM does — AI texting, live call coaching, power dialer, appointments and follow-up — is on one page, with a live demo you can click through.