What makes Max Methodology different?
Built FOR Insurance Agents, BY Insurance Agents
Here's the deal...
Most insurance CRMs are built by marketers and developers who are focused on gaining you as a customer. They don't know how an agency operates, what agents actually need, or how to communicate with your prospects and clients.
We do things differently.
We own and operate our own insurance agencies day-to-day — so we know exactly what you're going through. We know what agents want and need out of their system.
You don't care about how many lines of code go into your CRM.
YOU JUST WANT IT TO WORK.
Trying to duct-tape solutions together is exhausting, and it takes away valuable time from what you should be doing — closing new business and keeping your existing clients happy.
That is WHY Max Methodology exists.
Everything in this platform was built for our agencies first — proven systems tweaked and improved over years of trial and error. The result was a system that allowed our agencies to grow in a massive way.
Once we saw how much it helped our businesses, we wanted to share that knowledge with our fellow insurance agents.
We aren't the cheapest option out there — and we designed it that way. We're invested in your success, so we want you to have a little skin in the game too. We invest hours of time and energy into each client to make sure the system works for you.
We handle the tech, so you don't have to.
Time is money. Let us do what we do — so you can focus on growing your business, building your agency, and spending time with the people who matter most.
Stop forcing a system to work for your agency.
Plug into a proven platform built BY Insurance Agents, FOR Insurance Agents.
Our Mission
To give every health and life insurance agent access to enterprise-level tools without the enterprise complexity. We believe technology should simplify your business, not complicate it.
Our Approach
Every feature in Max Methodology exists because an agent needed it. We don't build for hypothetical use cases — we build for the real workflows that drive enrollments, maintain compliance, and grow your book of business.
Who are we?
Meet the agents behind the best health insurance CRM.
Marshall Watts
Co-Founder & Lead Developer
Marshall is an insurance agent first and a tech nerd second. After over eight years in the industry, he has tested over 50 different CRM platforms — always searching for a system that checked all the boxes. After being disappointed time and again, he decided to build a CRM from the ground up. His vision was to create something that complemented his existing agency processes and eliminated the need for dozens of duct-taped subscriptions. As the lead developer behind Max Methodology, his experience as an independent agency owner keeps the platform grounded in real-world agent needs. If you have questions or issues, Marshall is your guy.
Rebecca Yates
Co-Founder & Agency Owner
Rebecca is a published author, licensed insurance broker, consultant, and owner of Ark Insurance Solutions, LLC. She has been working in the health insurance industry since 2004, sits on the CMS Advisory Panel, and regularly meets with legislators to improve the industry for consumers and agents alike. Working hand-in-hand with Marshall, she completely revamped her agency processes to become more efficient and effective. Her breadth of knowledge in health insurance has helped Max Methodology become bigger and better for the agents it serves. She is constantly devising new strategies to ensure the platform is comprehensive, compliant, and meets the demands of busy agency owners everywhere.