Ready to Learn More about Max Methodology?
We are currently not taking on new agencies during Open Enrollment. We will be opening up for onboarding starting January 2025.
Maximize Your Agency!
You've spent long enough trying to duct-tape your systems together... Maximize your efficiency, simplify your workload, and reduce stress!
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 Emails
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!
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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.
