Ready to Maximize Your Health Insurance Agency?
Discover the All-In-One CRM and Agency Management Platform to book more appointments, communicate more effectively, and manage all aspects of your agency!
Built FOR Insurance Agents, BY Insurance Agents
Maximize your sales process, from appointment booking to consent, attestation, and onboarding
Methodize your agency processes to save time, headache, and effort!
"I love the simplicity of having all critical documents stored in one place in real time. It makes compliance so much easier."
Rebecca Y.
Agency Owner & Agent
"Max Methodology makes it easy to keep up with all of my leads and consent forms, and make sure I have all of their information in one place!"
Matthew R.
Licensed Insurance Agent
"I love how Max Methodology tracks our leads and builds a relationship with our potential customers behind the scenes."
Susan B.
Licensed Insurance Agent
All the Features You Need, all in one Place!
Stop trying to keep track of 20+ different subscriptions. Let Max Methodology CRM be your All-In-One Solution.
All-In-One Communication
Easily manage all client communications. Send texts, emails, and ringless voicemails
HIPAA Compliant E-Sign Documents
Send Broker Consent, Attestation, and SOAs with the click of a button
Mobile App
Manage your business from your pocket with our mobile app, and track everything on the go
Data Organization
Easily send and store documents on a HIPAA protected server. Never lose a file again!
Automated Sales Pipelines
Easily track your prospects through the sales process.
Facebook & Google Reviews
Get more reviews on autopilot for every client you sell
Website and Funnel Templates
Leverage our pre-built landing pages or create your own from hundreds of templates!
Email Marketing Tools
Use our pre-built email campaigns to nurture stale leads and improve client communication
24/7 Live Chat Support
Utilize our "always on" support staff or schedule a call to get help anytime!
What can Max Methodology do for YOU?
Click the feature boxes below to learn more!
Simplify your Appointment Scheduling!
Reduce no-shows and improve lead qualification with customized calendar booking and qualifying forms.
Automated appointment reminders and no-show drip campaigns.
Pre-built qualifying forms collect all prospect info before the appointment.
Streamline Your Sales Process!
Automated sales pipelines to help manage leads effectively across all lines of business.
Follow-up automations to guide leads through the sales process.
Dedicated workflows for Health, Life, Medicare, Group Benefits, and more!
Keep Track of all Your Communication!
Take your agency to the next level with an all-in-one platform for managing and automating your marketing and communication.
Manage communication across all platforms: calls, SMS, emails, social media, and more.
Reach out and respond all in one unified inbox, simplifying your workload.
Never Miss a Phone Call Again!
Built-in phone system with auto-responders so you can instantly respond to all calls!
Automatically text back missed calls, nurture leads, and follow up.
Record and store calls to maintain compliance and reduce service backlogs.
Stay Compliant with E-Sign Documents!
Ensure compliance with HIPAA protected automated e-sign document management and storage.
Automated workflows for Marketplace Broker Consent, Enrollment Attestation, and Scope of Appointment.
Store all notes and documents in one place for easy access.
Get more Reviews and Referrals!
Boost your agency’s reputation and grow your business with automated review management and referral requests.
Automated review requests to gather client feedback effortlessly.
Encourage referrals from satisfied clients to expand your customer base.
Easily Manage your Book of Business!
Manage your book of business and stay in touch with your client base!
Launch pre-built campaigns for birthdays, holidays, and special events.
Cross-sell and nurture your book of business with pre-built workflows.
Streamline Open Enrollment and AEP!
Stop stressing about Open Enrollment Period with automated renewal pipelines and workflows!
Manage your renewals, collect updated Broker Consents & household changes, and reduce AOR switches.
Renew clients with the touch of a button, ensuring seamless enrollment.
Get Insight on the Metrics that Matter!
Easily manage appointment and call reporting, and track your performance without any extra effort!
Track calls, appointments, and close ratios to identify growth opportunities.
Manage your team activity and increase accountability in your agency!
Automate your Agency Processes!
Stop trying to spend hours building out tedious workflows, just pick the automations you want and go!
Dedicated workflows for Health Insurance, Life Insurance, Medicare, Group Benefits, and even Ancillary Products!
Email and text marketing campaigns to nurture leads and engage clients.
Leverage Endless Integrations!
Get your tools talking with endless integrations to enhance your agency’s processes.
API Webhooks and Zapier integrations for seamless connection.
Manage your current processes and open a new world of automation!
Take Advantage of 24/7 Live Support!
Don't waste time trying to figure out the tech, let us do it for you! Get answers to your questions in real-time!
1-to-1 Onboarding Calls to integrate your current processes and reduce the learning curve.
24/7 Live Chat Support and Video Support Calls to help you learn the system and tailor it to your needs.
Simplify your Appointment Scheduling!
Reduce no-shows and improve lead qualification with customized calendar booking and qualifying forms.
Automated appointment reminders and no-show drip campaigns.
Pre-built qualifying forms collect all prospect info before the appointment.
Streamline Your Sales Process!
Automated sales pipelines to help manage leads effectively across all lines of business.
Follow-up automations to guide leads through the sales process.
Dedicated workflows for Health, Life, Medicare, Group Benefits, and more!
Keep track of all your Communication!
Take your agency to the next level with an all-in-one platform for managing and automating your marketing and communication.
Manage communication across all platforms: calls, SMS, emails, social media, and more.
Reach out and respond all in one unified inbox, simplifying your workload.
Never Miss a Phone Call Again!
Built-in phone system with auto-responders so you can instantly respond to all calls!
Automatically text back missed calls, nurture leads, and follow up.
Record and store calls to maintain compliance and reduce service backlogs.
Stay Compliant with E-Sign Documents!
Ensure compliance with HIPAA protected automated e-sign document management and storage.
Automated workflows for Marketplace Broker Consent, Enrollment Attestation, and Scope of Appointment.
Store all notes and documents in one place for easy access.
Get more Reviews and Referrals!
Boost your agency’s reputation and grow your business with automated review management and referral requests.
Automated review requests to gather client feedback effortlessly.
Encourage referrals from satisfied clients to expand your customer base.
Easily Manage your Book of Business!
Manage your book of business and stay in touch with your client base!
Launch pre-built campaigns for birthdays, holidays, and special events.
Cross-sell and nurture your book of business with pre-built workflows.
Streamline Open Enrollment and AEP!
Stop stressing about Open Enrollment Period with automated renewal pipelines and workflows!
Manage your renewals, collect updated Broker Consents & household changes, and reduce AOR switches.
Renew clients with the touch of a button, ensuring seamless enrollment.
Get Insight on the Metrics that Matter!
Easily manage appointment and call reporting, and track your performance without any extra effort!
Track calls, appointments, and close ratios to identify growth opportunities.
Manage your team activity and increase accountability in your agency!
Automate your Agency Processes!
Stop trying to spend hours building out tedious workflows, just pick the automations you want and go!
Dedicated workflows for Health Insurance, Life Insurance, Medicare, Group Benefits, and even Ancillary Products!
Email and text marketing campaigns to nurture leads and engage clients.
Leverage Endless Integrations!
Get your tools talking with endless integrations to enhance your agency’s processes.
API Webhooks and Zapier integrations for seamless connection.
Manage your current processes and open a new world of automation!
Take Advantage of 24/7 Live Support!
Don't waste time trying to figure out the tech, let us do it for you! Get answers to your questions in real-time!
1-to-1 Onboarding Calls to integrate your current processes and reduce the learning curve.
24/7 Live Chat Support and Video Support Calls to help you learn the system and tailor it to your needs.
Watch here to learn more about Max Methodology!
Ready to find a better way to run your agency?
You've spent long enough trying to duct-tape your systems together... Maximize your efficiency, simplify your workload, and reduce stress!
Explore the different Max Methodology packages, and then join our Public Beta Waiting List below!
Basic Agent
Designed for solo agents and small agencies
Includes all of these powerful features:
Customized Appointment Calendars
Integrated Phone System
Missed Call Auto-Response Texts
Health, Life, & Ancillary Sales Pipelines
HIPAA Compliant Doc Signature & Storage
Qualifying & Intake Forms
Pre-built Sales Funnels & Landing Pages
Lead Nurture Automations
Post-Sale Enrollment Emailse
Social Media Planner & Automated Posting
Self-Guided Onboarding & A2P Registration
24/7 Live Chat Support
Just $197 / Month!
Standard Agency
For established agencies with up to 10 users!
Everything from the Basic Agent Package, plus...
Medicare and Group Benefits Pipelines
ACA Service Pipeline & Task Management
Stale Lead Nurture Workflows
Comprehensive Onboarding Workflows
Pre-Built Client Retention Automations
Birthday & Holiday Drip Campaigns
Review Request Automations
Open Enrollment Renewal Automations
AEP Reminders & Plan Review Workflows
Medicare Age-In Campaigns
1-on-1 Done-For-You Onboarding w/ A2P
Weekly Support Calls with Developer
Just $497 / Month!
Premium Agency
For seasoned agencies looking to truly maximize their results!
Everything from the Standard Agency Package, plus...
100% Done-For-You Account Setup! (Domain linking, A2P registration, phone number integration)
Custom Built Website - Product Info Pages, About Us, & Contact Page/ Calendars
Customized Dashboard & Menu Links to streamline your Agent Experience
Recruiting Pipeline with Status Tracking and Follow-Up Automation
Integration with FMO / Carrier Sites for ease of access
Ability to Host Agency Onboarding Course / Training Programs for your agency
Customized Service Workflows - we will build the tools you need!
VIP Developer Support - get same-day support from the developer himself!
Just $797 / Month!
Ready to join Max Methodology?
Fill in your information below to join the waiting list!
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Max Methodology CRM is an All-In-One Platform designed for health and life insurance agencies to help increase efficiency, maintain compliance, and streamline processes.
