Speed-to-Lead · Max calls your next 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.

Live in 7 days Works for MP, IUL, FIA & Roth No contracts — cancel anytime
Request a Demo — Book a Call See how it works →
📞
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 Max Active · 24/7
Workspace
⚡ Speed to Lead
📅 Calendar
🔄 Follow-ups
📊 Pipeline
🎯 Activity

Speed-to-Lead Queue

Live · new leads called within 60 seconds, day or night.

Calling
Sarah M. — Mortgage Protection lead
From Facebook · received 22s ago
Booked
James R. — IUL inquiry · Thu 2 PM
Qualified · spouse on board · target $750k
Voicemail · text follow-up sent
Patricia L. — FIA inquiry
2-min retry scheduled · text dispatched in 5s
Reactivated
Mark T. — cold lead from Apr 2025
Revival sequence · booked next Tuesday
01 — The 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%
Of leads have already moved on if you don't call within 5 minutes — they submitted three forms, you're not the only one.
Lead-routing data · 2025
47min
Average agent response time to a new lead. By the time you call, someone else has already booked the appointment.
Insurance industry avg · 2025
21×
More likely to qualify a lead when called in the first minute vs. the first 30 minutes. The gap is enormous.
Harvard Business Review study
02 — Features

Your pipeline, running
while you sleep.

Max is one AI employee with five jobs — and he never takes a lunch break.

01 — Speed-to-Lead

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

Whether your leads come from Facebook ads, Google ads, your website, or purchased lists, Max picks them up the moment they hit your CRM and calls within 60 seconds. Day, night, weekend — doesn't matter. The phone rings while the lead's form-fill notification is still warm.
02 — Triple Dial Sequence

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

Most leads don't pick up the first time — that's where 90% of agents give up. Max calls again at 2 minutes, then again at 30 minutes. Three dials, same day, every lead. No exceptions. When the prospect finally picks up, they hear a real-sounding voice that says exactly what would convert them.
03 — Missed Call Recovery

They called. You missed it. Max texts back in 5 seconds.

When a prospect 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 discovery opener re-opens the conversation. Most reply within minutes. You close the loop without losing the lead.
04 — AI Chat Widget

Your website has been
sending visitors away.

The chat widget engages them the second they land — not with a pitch, but with a question:
"What's bringing you here today?"
That discovery opener gets them talking. Max surfaces their situation, hands you a qualified lead, and books the call.
05 — Voice AI Discovery

A real conversation,
not a robotic script.

Max runs voice calls using discovery-style questioning — the same consultative approach top closers use. He asks the right questions, listens for the answer, and adapts in real time. Prospects don't realize they're talking to AI — they just feel heard.
06 — Follow Until They Show

20 touches. Zero effort from you.

From the first call to the appointment, Max layers in calls, texts, voicemails, and emails — up to 20 touches per lead — until they book and show. Every lead tracked, every touch logged in your GHL pipeline.
03 — Method

The same discovery method
top closers use.

Max doesn't pitch. He asks the right questions, in the right tonality, in the right order — the consultative discovery method used by the highest-performing producers in the industry. It's not a sales script. It's a conversation that lets the prospect convince themselves.

PRINCIPLE — Ask, don't pitch

Questions over statements.

Every conversation Max runs is question-based. He surfaces the prospect's situation, pain, and timing before any product is ever mentioned. That's why his appointments show up — the prospect already wants the answer.
PRINCIPLE — Tonality matters

Curious, not commission-hungry.

The voice Max uses sounds like a friend who's actually curious about your situation — not a call-center agent reading from a script. Prospects engage because they feel safe enough to be honest.
04 — Results

Numbers agents
actually care about.

Aggregate data from agents running Max across Mortgage Protection, IUL, FIA, and Roth segments.

<60s
Average call speed from lead form submission — vs. 47 minutes for the average agent. That gap is where your competitors are stealing your deals.
Platform data · Q1 2026
3.2×
Average increase in booked appointments after agents go live with Max — in the first 30 days.
Avg. across all agents · 2025
40%
Reduction in appointment no-shows after Max starts running reminder and confirmation sequences across all account types.
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
"
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
"
Worth every penny. Max paid for himself in the first week — and now he's the reason I have a weekend back.
RG
Roberto G.
Roth advisor · Ohio
"
The voicemail-to-text move alone changed my business. People who used to ghost are now booking calls within minutes.
JM
Jennifer M.
IUL agent · Arizona
05 — Your 7-Day Live Setup

From sign-up to first booked appointment — in a week.

No drawn-out onboarding, no months of waiting. We build Max inside your existing GHL account and flip the switch on day 7.

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 — all 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.

06 — Let's go

Stop chasing leads.
Start closing them.

You shouldn't be sitting on the phone dialing 300 leads a day trying to get someone. You should be closing. Tell us about your business — we'll be back within 24 hours with a real plan.

— Request a Demo