Platform Updates & Resources
Stay up to date with the latest features, improvements, and tips to get the most out of Max Methodology.
Summer of AI Promotion Announcement
Free AI Tools all summer long!
Read more →Introducing the Mastery Portal!
The Mastery Portal is your one-stop shop for all new updates, announcements, support, and more!
Read more →Carrier Reference Map Improvements!
New Blog Post Description
Read more →Introducing the New Max Methodology AI Suite
We are rolling out a full AI Suite of native tools — here's what each feature does and how it changes the way your agency operates.
Read more →New Desktop App is LIVE!
Download the Brand-New Desktop App today!
Read more →E-Sign Document Updates
New Medicaid/Medicare Attestation Form + 1-Step Attestation!
Read more →Shareable Broker Consent and SOA Document Links
Share your URL for your Broker Consent and Scope of Appointment easily with new clients!
Read more →Contact Notes just got a MAJOR Upgrade!
Organize, search and filter your notes with ease!
Read more →Late Payment Reminder Workflow Upgrades
New SMS messages added to Late Payment Reminder Workflow!
Read more →DMI Reminder Workflow - New Statuses Added
The DMI reminder workflow has been upgraded!
Read more →New Inbox Views Filters
Stop Drowning in Your Inbox - Custom Conversation Views Are Here
Read more →Advanced Workflow Builder + Overview Dashboard
Check out the new workflow builder and dashboard to track your workflow actions!
Read more →Inbox Contact Details Page Interface Redesign
Try the New Inbox and Contact Details UI Now (Beta Access in Labs)
Read more →New CRM Home Page Update!
Check out the brand new Home Page - your new command center!
Read more →