Get started with Max Methodology today!
Discover the All-In-One CRM and Agency Management Platform to book more appointments, communicate more effectively, and manage all aspects of your agency!
PRICING
Choose Your Plan
Basic Agent
$197/month
plus $197 setup fee
Includes all of the following features...
Customized Appointment Calendars
Integrated Phone System
Missed Call Auto-Response Texts
Health, Life, & Ancillary Sales Pipelines
ACA Service Pipeline & Task Management
HIPAA Compliant Doc Signature & Storage
Qualifying & Intake Forms
Pre-built Sales Funnels & Landing Pages
Lead Nurture Automations
Post-Sale Enrollment Emails
Social Media Planner & Automated Posting
24/7 Live Chat Support
No contracts - cancel anytime
Standard Agency
$497/month
plus $497 setup fee
Includes everything in Basic, PLUS...
Medicare and Group Benefits Pipelines
Stale Lead Nurture Workflows
Comprehensive Onboarding Workflows
Pre-Built Client Retention Automations
Birthday Drip Campaigns
Holiday Drip Campaigns
Review Request Automations
Open Enrollment Renewal Automations
AEP Reminders & Plan Review Workflows
Medicare Age-In Campaigns
1-on-1 Done-For-You Onboarding
Weekly Support Calls with Developer
No contracts - cancel anytime
Premium Agency
$797/month
plus $797 setup fee
Includes everything in Standard, PLUS...
100% Done-For-You Account Setup!
Custom Built Website - Product Info Pages, About Us, & Contact Page/ Calendars
Customized Dashboard & Menu Links to streamline your Agent Experience
Recruiting Pipeline with Status Tracking and Follow-Up Automation
Integration with FMO / Carrier Sites for ease of access
Ability to Host Agency Onboarding Course / Training Programs for your agency
Customized Service Workflows - we will build the tools you need!
VIP Developer Support - same day support from developer
No contracts - cancel anytime
Watch here to learn more about Max Methodology!
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.
