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!
See what our agents have to say!
"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!
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.
What can Max Methodology do for YOU?
Simplify your Appointment Scheduling!
Make the appointment process easy, reduce no-shows, and improve lead qualification.
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!
Never leave your CRM to communicate with your prospects and clients.
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!
Easy to use 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 with seamless review & referral management.
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 team's performance.
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 tinkering with workflows, use what works for us!
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!
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.
