The CRM Built for ACA and Medicare Agents.
Automated broker consent. One-click SOAs. Call recording, 10-year document storage, and OEP workflows built in. Stop duct-taping compliance onto a generic CRM — Max Methodology was designed for the way ACA and Medicare agents actually work.
Built by agents, for agents. Trusted by ACA & Medicare producers nationwide.
All the tools you need in one place
The compliance work you can't skip — handled.
Generic CRMs weren't designed for the way CMS regulates your business. Max Methodology was. Every workflow below ships ready to use on day one.
Signatures & Consent
Get the right documents signed
Broker consent attestations, Medicare Scope of Appointment forms, and signed applications — sent in two clicks, e-signed, time-stamped, and filed to the client record automatically.
Secure Data Storage
Lock down every doc, call, and note
Consents, attestations, call recordings, applications, and case notes all live together in HIPAA-compliant storage — retained for the full CMS-mandated 10 years, audit-ready on demand.
Open Enrollment
Run OEP on Autopilot
Pre-built workflows move every client from quote to enrolled without you remembering the next step. Stop white-knuckling the busiest 45 days of the year on a spreadsheet.
Year-Round Retention
Keep your clients on the books
Automatic workflows for data matching issues, missed premium payments, silent cancellations, agent-of-record changes, age-ins, and birthdays — so you catch attrition before it hits your commission.
Everything your agency needs.
From lead capture to signed enrollment — every tool, every workflow, one platform.
Unified Communication Inbox
SMS, email, and calls in one thread. Never lose context switching between apps.
HIPAA E-Sign Documents
Broker consent, attestation, and SOA — automated, signed, and stored HIPAA-compliant.
Missed Call Text-Back
Never lose a lead to voicemail. Missed calls trigger instant text follow-ups.
Review & Referral Automation
Automatically request Google reviews and generate referral campaigns after enrollment.
Mobile App
Manage contacts, respond to leads, and check your pipeline from anywhere.
Email Marketing
Drip campaigns, birthday emails, Medicare age-in sequences — all pre-built and ready to launch.
Policy Management
Track active policies, renewal dates, and carrier details for every client in one place.
Secure Document Storage
HIPAA-compliant document storage for consent forms, attestations, and client records.
Pre-Built Workflows
Ready-to-go automations for onboarding, follow-ups, nurture sequences, and enrollment.
Automated Sales Pipelines
Drag-and-drop pipelines for Health, Life, Medicare, and Group — track every lead from first touch to signed enrollment.
Feature Deep Dive
March 2026
Smart Scheduling That Books Itself
Automated reminders, qualifying forms, and no-show follow-up drips — all connected to your CRM. Clients book directly into your calendar without the back-and-forth.
Compliance on Autopilot
Broker Consent, Attestation, Scope of Appointment — automated and HIPAA-stored. Send, sign, and file without leaving the platform.
Document Flow
Broker Consent
Signed
Attestation Form
Signed
Scope of Appointment
Awaiting signature
47
Active Leads
32%
Close Rate
$24.5k
Pipeline Value
Pipeline by Line
See Your Entire Book at a Glance
Track leads across Health, Life, Medicare, and Group — all in one dashboard. Close ratio reporting, pipeline value, and enrollment tracking built in.
Stay on Top of Every Service Request
Add data matching issues (DMI) to the automated workflow to get document verification for ACA policies, initiate late payment reminder email/SMS, and track all service requests through a dedicated service pipeline. From cancellation requests to billing issues — nothing falls through the cracks.
Service Pipeline
52 opportunitiesService Request
2 OpportunitiesClient A | Ancillary / STM
Apr 1, 2026
Client B | ACA | Billing
Urgent (ASAP)
Cancellation Request
0 OpportunitiesACA - Payment
0 OpportunitiesACA - DMI
5 OpportunitiesNew Lead - DMI - Immigration
Jun 1, 2026
Client C - DMI - VA Benefits
Jun 1, 2026
Client D - DMI - Citizenship
May 31, 2026
Policy Records
4 policiesJane Doe
Primary Insured · 3 family members
Health — ACA
ActiveACA-2026-4817
Life — Term 20
ActiveLFT-2025-3291
Health — STM
InactiveSTM-2024-1156
Ancillary — Dental
ActiveANC-2026-0782
Full Policy History at Your Fingertips
Intake forms automatically generate policy records for each contact and their related family members or groups. Maintain historical context across all lines of business — both active and inactive policies — so you always have a complete picture of every client's coverage.
Pre-Built Automations
Avg. Hours Saved Per Week
HIPAA & CMS Compliant Processes
Secure Cloud Access
Loved by agents nationwide.
See what agents are saying about Max Methodology.
“Max Methodology completely transformed how I run my agency. I went from juggling five different tools to having everything in one place. The compliance automation alone has saved me hours every week.”
Rebecca Y.
Agency Owner & Agent
Seamlessly connected to your favorite tools.
Max Methodology plugs directly into the platforms you already use, so your workflow stays uninterrupted.
Simple, transparent pricing.
No contracts. Cancel anytime.
Pick Basic Agent if you want to set it up yourself, or Premium Agency if you want us to build, brand, and automate it for you.
BASIC AGENT
+ $197 one-time setup fee
Includes all core features:
- CRM & Contact Management
- HIPAA E-Sign Documents
- Sales Pipelines & Automation
- 24/7 Live Chat Support
PREMIUM AGENCY
+ $797 one-time setup fee
Everything in Basic, plus:
- Custom Automations Built For You
- Branded Account & Website
- VIP Developer Support
- 100% Done-For-You Setup
Got questions? We've got answers.
Everything you need to know about Max Methodology.
Ready to maximize your agency?
Stop losing leads, stop putting your clients' data at risk, and stop paying for tools that don't talk to each other.