About Us
Learn more about the Insurance Agents behind Max Methodology, and feel confident that they are here to help Maximize your Agency!
Marshall Watts
Marshall is an insurance agent first, and a tech nerd second. After nearly six years in the insurance industry, he has tested over 50 different CRM platforms, always on the hunt for a system that checks all of the boxes.
After being disappointed time and time again, he decided to start building a CRM from the ground up. His vision was to create something that complemented his existing agency processes, and reduced the need for tons of different subscriptions duct-taped together.
Marshall is the lead developer behind Max Methodology, and his experience as an independent agency owner allows him to be cognizant of the needs of insurance agents. If you have questions or issues while using Max Methodology, Marshall is your guy!
Rebecca Yates
Rebecca Yates is a published author, licensed insurance broker, consultant and owner of Ark Insurance Solutions, LLC. She has been working in the health insurance industry since 2004. She sits on the CMS Advisory Panel, and regularly meets with legislators to help improve the industry for consumers and agents alike.
Working hand-in-hand with Marshall, she completely revamped her agency processes to become more efficient and effective. After seeing the opportunity that Max Methodology provided to her agents, she wanted to empower other agencies around the country.
Her breadth of knowledge in the health insurance industry has allowed Max Methodology to become bigger and better for the insurance agents that it serves. She is constantly devising new strategies to help improve Max Methodology, and to help make sure that the platform is comprehensive, compliant, and satisfies the demands of busy agency owners everywhere!
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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.
