Source and contact context
Capture lead information and preserve the source, activity history, messages, appointments, and workflow stage in one place.
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MAXOUT CRM / LEAD MANAGEMENT
Make every lead source easier to work and easier to understand.
Maxout CRM helps agents and teams move leads from intake to next action with structured contact records, source context, activity history, conversations, appointments, and follow-up. It is built to make both individual lead work and team visibility more practical.
WHAT THE WORKSPACE SUPPORTS
A connected operating workflow, not another disconnected tool.
Actionable lead views
Use status, activity, task, and workflow context to focus on the leads that require a real next action.
Team-ready operations
Support lead distribution, ownership, and operational visibility when a team needs to coordinate follow-up.
HOW IT FITS INTO THE DAY
A straightforward workflow from action to follow-through.
STEP 01
Bring in the lead
Create or import a lead with source and contact details visible to the appropriate user or workflow.
STEP 02
Act quickly
Use messaging, email, calling, notes, and tasks to document the first response and follow-up.
STEP 03
Measure movement
Review lead stage, appointments, activity, and outcomes to understand what happens after intake.
Setup note
The lead-management workflow can be configured around the agency’s actual sources, users, pipelines, and follow-up process. Teams remain responsible for the accuracy and permissioning of their imported data.
Insurance lead management
How insurance lead management software works
Insurance lead management software gets every lead into one place, makes the first contact happen fast and keeps track of who needs what next. Maxout CRM takes in leads from Facebook, spreadsheets, websites and the API, starts follow-up on its own, and lets an agency hand leads to agents with a log.
What is an insurance lead management system?
It is the part of your CRM that collects leads from every source, gets them to the right person and records what happens next. A life insurance lead management system also has to deal with how your leads actually arrive: ads, vendor lists, website forms and referrals.
Lead management and a CRM are not separate things in Maxout. The same record holds the lead’s source, status, calls, texts, emails, appointments and files.
Where can leads come from?
Maxout takes leads from five places, and you can use more than one at a time.
| Source | How it arrives | Good to know |
|---|---|---|
| Facebook Instant Forms | A live connection sends each new lead in real time. | You can turn on the AI drip for Facebook leads when you import them. The CRM can also create Instant Forms and manage ads from an Ads Manager workspace. |
| CSV file | An import wizard maps your columns. | Best for vendor lists. Check consent before you text them. |
| Google Sheet | The CRM watches a sheet you connect and imports new rows. | You can connect up to 25 sheets. |
| API | A token lets another system send leads in. | Up to 500 leads per request and 10,000 per day. You can set the status and turn the drip on for each lead. |
| Website funnels | Funnel pages for final expense, IUL, term and retirement. | They run under your own page name, with your privacy policy and terms. |
What happens in the first minutes after a lead arrives?
If the lead has never been texted, the opening sequence starts. It sends texts and emails on the waits you set, in the lead’s business hours. If the lead has been texted before, the CRM skips the opening and goes to the regular drip.
You can work new leads from the call queue right away. The dialer only picks leads that are inside calling hours and not marked do-not-call, so a fresh lead can get a call while the first text is still new.
How do you keep leads organized?
Use statuses, lead lists and search. Each lead has a status such as new lead, follow up, appointment scheduled, no show, application submitted, completed or do not contact. A status manager lets you manage them, and a search page finds a lead across the CRM.
Keep statuses honest. A lead who stays at “new lead” for a month hides the real picture of your pipeline.
How do agencies hand leads to agents?
An admin moves leads to agents in batches of up to 250. The move runs in the background, and every batch goes into an audit log with who sent what to whom.
- A Dialer user login works only the call queue. It cannot text or dial by hand.
- Sub-users’ paid actions bill to the owner’s credits, so one balance covers the team.
- Each agent’s daily call allowance shows in the Call Center.
Can you text and call every lead you import?
No. Having a phone number is not the same as having permission to text it. You need to know where each lead came from and what they agreed to.
- Keep the opt-in language and date for every source.
- Scrub purchased lists against the National Do Not Call Registry before you import them.
- Mark anyone who says no. The CRM sets Do Not Contact and the dialer and drip skip them.
- Do not text a list you cannot trace to a form the person filled out.
This is general information and not legal advice. Your compliance contact knows your carriers’ and states’ rules.
What should you ask before you pick lead management software?
- Which lead sources connect directly, and which need a CSV?
- What starts on its own when a lead arrives, and what do I start?
- How do opt-outs work across text, call and email?
- Can I hand leads to other agents, and is there a log?
- What does it cost when I import 5,000 leads and text all of them?
- Can I export my data if I leave?
How do you set up lead management in Maxout?
- Pick your sources. Connect Facebook, a sheet or the API, or import a CSV.
- Set the opening sequence. Choose the texts, emails and waits for a brand-new lead.
- Choose the drip. Decide the rhythm for leads who do not answer.
- Check your statuses. Review them before you import, so leads land in the right place.
- Start the queue. Run a small batch first and watch what the leads reply.
Common questions
Can I track where leads came from?
Lead source context can be associated with records so agents and teams can understand the origin of conversations and workflows.
Can agencies assign leads to users?
Maxout includes lead-distribution and ownership workflows for teams that need to coordinate responses.
Does lead management guarantee a sale?
No. The system helps organize operational work; sales results depend on the agency, leads, offers, licensing, and client needs.
What is life insurance lead management software?
It is software that collects leads from your ads, vendors and website, starts follow-up, tracks each lead’s status and records every call, text and appointment. Maxout CRM combines this with a dialer, texting and a quoter.
Can I import Facebook leads in real time?
Yes. Facebook Instant Form leads arrive through a live connection, and you can turn on the AI drip for them when they arrive.
Can I import a spreadsheet?
Yes, with the CSV import wizard. You can also connect a Google Sheet, and the CRM imports new rows. You can connect up to 25 sheets.
Is there an API to send leads in?
Yes. A token lets another system send up to 500 leads per request and 10,000 per day. You can set the status and turn the drip on for each lead.
Can an agency assign leads to its agents?
Yes. An admin moves leads to agents in batches of up to 250. The job runs in the background and writes an audit log.
Can I text every lead I import?
Only those who agreed to get texts from you. Having a number is not permission, and a lead can say stop at any time. The CRM sets Do Not Contact when they do.
What does lead management software cost?
Prices vary a lot. Maxout is one subscription with a monthly pool of credits for texts, calls and AI, and extra credits are sold in batches. See pricing on the demo call.
Sources
General information, not advice for your situation. Prices, availability and underwriting depend on your state, the carrier and your health. A licensed agent can check what applies to you.
NEXT STEP
See the workflow in a real product conversation.
We will walk through the parts of Maxout CRM relevant to your agency’s lead, calling, messaging, calendar, or operational workflow.