Max Methodology Support Blog

Check out our latest product updates, feature releases, and enhancements.

Max Methdology Support Blog

Late Payment Reminder Workflow Upgrades

Late Payment Reminder Workflow UpgradesMarshall Watts
Published on: 06/03/2026

New SMS messages added to Late Payment Reminder Workflow!

Improvements

DMI Reminder Workflow - New Statuses Added

DMI Reminder Workflow - New Statuses AddedMarshall Watts
Published 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.

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