For licensed agents

You take the call. We do the rest.

Real people who already want coverage, routed to your browser the second they call. The rater, the texts, the recording, and the write-up are all on the same screen — so all you do is close.

Apply to take calls See everything you get

100%

Inbound

Cold calls, ever

Every call

Recorded + summarized

Nothing

To install

Before MaXsave

Sound familiar?

Buying shared leads that four other agents are dialing at the same time.
Dialing all morning to reach three people who did not ask to be called.
A CRM, a dialer, a rater, a texting app, and a spreadsheet — five logins, five bills.

One tab. The caller dials in, the file pops, the rater is a click away, and the paperwork writes itself.

A day on the platform

A day on the desk

From the switch flipping on to the board at the end of the day — every stop is a screen in the product, not a promise.

8:00
8:00 AM
Go online
Open the hub, pass the mic and speaker check, flip the switch. Only callers from states you are licensed in can reach you.
Agent desk
ONLINE — ready for callsGo Offline
OK
Mic
OK
Speaker
CA · TX · FL
States
8:04
8:04 AM
The first call pops
It auto-answers after three tones. The caller’s file, history, and script are on screen before you say hello.
Live call
RT
Robert T., 71
(512) 555-0147 · Austin, TX
00:04
File opened
First call · Final expense · Licensed in TX ✓
Script: opening → needs → quote
8:20
8:20 AM
Quote from the rater
Every carrier we place, one age, one face amount, ranked. No second window and no carrier portal hopping.
Rater
Male · 71TX$15,000Non-tobacco
Mutual of OmahaLevel$78.40/mo
AetnaLevel$81.15/mo
AmericoLevel$84.90/mo
AIGGraded$92.30/mo
8:31
8:31 AM
The call writes itself up
Recording, transcript, AI summary, sentiment, and the callback — filed to the contact the moment you hang up.
Call wrapped
AI summary
Robert wants $15k to cover the funeral and leave a little for his daughter. Quoted $78/mo, wants to confirm with her first — callback Thursday 10am.
Recording savedTranscript readySentiment: positiveCallback Thu 10am
11:00
11:00 AM
Texts from your own line
The caller texts back the same number that rang them. The thread lives on the contact, opt-outs are handled for you.
Texts · (512) 555-0147
What was the monthly on the Mutual of Omaha one?
$78.40, locked in. Want me to send the summary for your daughter?
Yes please
Sent from your line · STOP handled
3:00
3:00 PM
The board keeps score
AP written, close rate, and where you sit against the floor — updating as you sell, not in a Friday spreadsheet.
Leader board · Today
J. Whitfield$6,240
M. Reyes$4,860
You$4,120
S. Brooks$2,980

In the box

Plus everything else you need

Applications and policies

Write the application on the call, track the policy through issue, and see your renewals coming.

Calendar and callbacks

Book the callback on the call. It comes back to you as a queue, not as a note you lose.

Commissions

Statements by carrier, advances, and chargebacks — reconciled against what you actually wrote.

Two-way texting

Quotes, reminders, and follow-ups from the same screen, with STOP handled automatically.

Licensed-state routing

Compliance is built into the router, not a checklist. You never take a call you cannot write.

A browser tab

No dialer to buy, no handset, no VPN. A laptop, a headset, and Chrome.

Ready to close without dialing?

If you are a licensed agent who wants live inbound callers instead of lead lists, send the two-minute application. We cover exactly what the calls cost before you commit to anything.

Apply to take calls Sign in

We read every application ourselves

Also on MaXsave

Agencies