Ready to Learn More about Max Methodology?
You've spent long enough trying to duct-tape your systems together...
Maximize your efficiency, simplify your workload, and reduce stress!
Read below to see more about our packages and schedule a demo today!
Basic Agent
Designed for solo agents and small agencies
Includes all of these powerful features:
Health, Life, Medicare, Group, & Cross Sell Pipelines
Customized Appointment Calendars
Integrated Phone System
HIPAA Compliant Doc Signature & Storage
Ready to go Qualifying & Intake Forms
Pre-built Sales Funnels & Landing Pages
Stale Lead Nurture Automations
Comprehensive Onboarding Workflows
Birthday and Holiday Drip Campaigns
Medicare Age-In Campaigns
Social Media Planner & Automated Posting
1-on-1 Done-For-You Onboarding w/ A2P
24/7 Live Chat Support
Only $197 / Month!
with a one-time $197 setup fee
Premium Agency
For seasoned agencies looking to truly maximize their results!
Includes everything from Basic, plus...
100% Done-For-You Comprehensive Account Setup!
Additional Sub-Accounts for Agents (up to 5)
Custom-Built Website with up to 6 different pages
Branded Account Setup - customized to your brand!
Customized Dashboard & Menu Links
Recruiting Pipelines & Follow Up Campaigns
Contracting Portal with E-Sign Capabilities
Integration with FMO / Carrier Sites
Customized Service Workflows
Quarterly Review & Client Retention Campaigns
Training Portal to host your onboarding/ training videos!
Custom Automations built for you
VIP Developer Support - same day service!
Only $797 / Month!
with a one-time $797 setup fee
New Features Coming Soon!
AI Chat Bot & AI Receptionist
Automatically respond to SMS and social media messages!
AI Voice Receptionist can take your calls while you are on appointments.
Seamlessly schedule appointments, provide service information, and more!
ACA Database Tool
Sync your HealthSherpa exports seamlessly and update your CRM.
Send automated payment reminders & document request emails.
Never lose a client to an AOR change again!
Ready to see what the hype is all about?
Click below to schedule a demo with us today!
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.
