Shareable Broker Consent and SOA Document Links
Marshall WattsPublished on: 01/04/2026
Share your URL for your Broker Consent and Scope of Appointment easily with new clients!
Features
Max Methodology Support Blog
Check out our latest product updates, feature releases, and enhancements.
Max Methdology Support Blog
Contact Notes just got a MAJOR Upgrade!
Marshall WattsPublished on: 17/03/2026
Organize, search and filter your notes with ease!
Improvements
Late Payment Reminder Workflow Upgrades
Marshall WattsPublished on: 06/03/2026
New SMS messages added to Late Payment Reminder Workflow!
Improvements
DMI Reminder Workflow - New Statuses Added
Marshall WattsPublished on: 06/03/2026
The DMI reminder workflow has been upgraded!
Improvements
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.
