Introducing the New Max Methodology AI Suite
Marshall WattsPublished on: 27/04/2026
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.
Features
Max Methodology Support Blog
Check out our latest product updates, feature releases, and enhancements.
Max Methdology Support Blog
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
New Inbox Views & Filters
Marshall WattsPublished on: 11/02/2026
Stop Drowning in Your Inbox - Custom Conversation Views Are Here
Features
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.
