What makes Max Methodology different?

Built FOR Insurance Agents, BY Insurance Agents

Here's the deal...

Now, it's no secret that most insurance agency CRMs and software platforms are built by a marketers and developers who are focused on gaining you as a customer.

But the problem is... they don't know how an insurance agency operates. They don't know what agents need, and they definitely don't know how to communicate with your prospects or clients.

We do things a little bit differently...

We actually own and operate our own Insurance Agencies day-to-day... so we know exactly what you are going through. We know what agents want and need out of their system.

As an insurance agent, you don't care about how many lines of code go into creating the design and functionality of your CRM.

YOU JUST WANT IT TO WORK.

Trying to duct-tape solutions together to manage all the parts of your agency is exhausting, and it takes away valuable time from what you need to be doing...

Which is Closing new Business and Keeping your Existing Clients happy!

That is WHY Max Method exists.

Everything in this platform was built for our agencies first, and includes proven systems that have been tweaked & improved over years of trial and error.

It took a lot of time... but we ended up with a system that allowed our agencies to grow in a MASSIVE way.

Once we saw how much this helped our businesses, we wanted to share that knowledge and experience with our fellow insurance agents.

After all, sharing is caring, right?

However, let's be honest, we definitely aren't the cheapest option out there. But we designed it that way.

We are invested in YOU and your success, so we want YOU to have a little skin in the game too...

We invest hours of time and energy into each one of our clients, to make sure that the system works for YOU.

We handle the tech, so you don't have to...

We also are continually improving, updating, and tweaking our processes to make our system better every day.

We have all heard the saying, TIME IS MONEY, right?

So let us do what we do...

So YOU can focus on growing your business, building your agency, and spending time with your family and loved ones!

Stop wasting time trying to FORCE a system to work for you agency, and plug into a proven system that was built BY Insurance Agents, FOR Insurance Agents!

Who are We?

Meet the Agents behind the best health insurance CRM!

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!

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.

© 2025 Max Methodology - All Rights Reserved.

877-801-1991

655 East 4500 South, Ste 210 Salt Lake City, UT 84107