COMPARISON
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.
A note on AgentCRM
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.
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.
FEATURE COMPARISON
An honest look at what each platform offers so you can choose based on how you actually sell.
| Feature | Maxout CRM | AgentCRM |
|---|---|---|
| Starting price | Contact for pricing — built to stay affordable | $97/month flat plan |
| Free trial | Product conversation + guided setup | 14-day free trial |
| UI complexity | Simple, focused insurance workspace | Full-featured; more to configure |
| AI call assistance (live coaching) | Built in — real-time guidance on calls | Not publicly listed as core feature |
| AI carrier intelligence | Built in — A-rated carrier guidelines | Not publicly listed |
| AI appointment booking | Built in | AgentAI included on flat plan |
| AI suggested replies (SMS/email) | Built in | AgentAI messaging support |
| Power dialer | Included in platform | Included |
| A2P/10DLC setup help | Guided registration support | Included in onboarding |
| Insurance vertical focus | Life, final expense, IUL, annuities, term | 9 verticals incl. P&C and group benefits |
| Time to first workflow | Designed for fast start — minimal clutter | Setup call with Growth Engineer |
| Google Calendar & Gmail | Optional connect when you are ready | Varies by integration setup |
WHY MAXOUT
Maxout is for insurance agents who want powerful AI without a confusing stack — start working leads quickly, keep everything in one place, and pay for what you actually use.
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.
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.
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.
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
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.
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.
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.
Yes. Calling, outcomes, notes, and follow-up live in the same CRM — one login, one workflow.
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
We will walk through Maxout CRM against your current setup — calling, texting, AI assistance, and follow-up — with no pressure and no long implementation project.