Platform Updates & Resources
Stay up to date with the latest features, improvements, and tips to get the most out of Max Methodology.
Doctor Prescription Widgets are LIVE!
New Doctor & Prescription Autofill is live on your health quote forms/surveys!
Read more →Contact Details Page - Major Upgrades!
The Contact Detail page just got updated in a big way! Read more to check out all the changes!
Read more →Summer of AI Promotion Announcement
Free AI Tools all summer long!
Read more →Introducing the Mastery Portal!
The Mastery Portal is your one-stop shop for all new updates, announcements, support, and more!
Read more →Carrier Reference Map Improvements!
New Blog Post Description
Read more →Introducing the New Max Methodology AI Suite
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.
Read more →New Desktop App is LIVE!
Download the Brand-New Desktop App today!
Read more →E-Sign Document Updates
New Medicaid/Medicare Attestation Form + 1-Step Attestation!
Read more →Shareable Broker Consent and SOA Document Links
Share your URL for your Broker Consent and Scope of Appointment easily with new clients!
Read more →Contact Notes just got a MAJOR Upgrade!
Organize, search and filter your notes with ease!
Read more →Late Payment Reminder Workflow Upgrades
New SMS messages added to Late Payment Reminder Workflow!
Read more →DMI Reminder Workflow - New Statuses Added
The DMI reminder workflow has been upgraded!
Read more →New Inbox Views Filters
Stop Drowning in Your Inbox - Custom Conversation Views Are Here
Read more →Advanced Workflow Builder + Overview Dashboard
Check out the new workflow builder and dashboard to track your workflow actions!
Read more →Inbox Contact Details Page Interface Redesign
Try the New Inbox and Contact Details UI Now (Beta Access in Labs)
Read more →New CRM Home Page Update!
Check out the brand new Home Page - your new command center!
Read more →