Carrier Reference Map Improvements!
Marshall WattsPublished on: 29/04/2026
New Blog Post Description
Improvements
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.
