Your CRM Homepage Just Got a Complete Redesign - Here's What Changed
We've completely reimagined your CRM homepage to make your daily workflow faster and more intuitive. After listening to feedback from agents across our network, we realized you were spending too much time clicking through menus to find basic tools. That changes today.
The new homepage is built around how you actually work - with everything you access daily now available in organized sections right when you log in.
What's New: A Walkthrough of Your Updated Homepage
Daily Activities - Your Command Center
The most-used section of your CRM is now front and center. The Daily Activities section gives you one-click access to:
Contacts - Jump directly to your contact database
Sales Pipelines - Access your client tools and pipeline management
Policy Records - View and manage policies without navigating through multiple menus
Carrier Info - Quick reference to carrier details (note: this may take a moment to load due to the volume of data)
No more three-click journeys to get to your pipeline. It's right there.
Agency Resources - Everything in One Place
We've created a dedicated hub for the resources you reference throughout the day:
Form Submissions - Review all incoming forms from your website or campaigns
2026 Federal Poverty Level Chart - Always have the updated FPL chart at your fingertips for ACA quoting
Circum Licensing Portal - Direct access to manage agent licensing
This section is especially valuable during ACA season when you're constantly cross-referencing income eligibility.
Marketing Tools - Create and Deploy Faster
Your marketing toolkit is now easily accessible from the homepage:
Email Templates - Access pre-built templates for common client communications
Quick Reply Snippets - Save time with templated responses
QR Code Generator - Create QR codes for events, landing pages, or marketing materials on the fly
Whether you're at a community event or following up with leads, your marketing tools are now always within reach.
Insights & Reporting - Track Your Progress
The Insights & Reporting section consolidates your dashboards and training resources:
Multiple reporting dashboards to monitor sales activity, pipeline health, and policy retention
Training resources to help your team get better at using the CRM
Performance metrics to see what's working and what needs attention
CRM Updates & Announcements - Never Miss a Beat
At the bottom of your homepage, you'll find two critical sections:
CRM Updates Section - A running log of all feature releases, improvements, and video walkthroughs. Bookmark this page if you want to stay on top of what's new.
Announcements Widget - Click the help widget in the corner and select "Announcements" to see the latest updates and feature releases. We'll use this for time-sensitive updates that need your immediate attention.
Why This Matters
Here's the reality: most CRMs are built for software people, not insurance agents. You shouldn't need to memorize a navigation tree to find your pipeline or carrier info. This redesign is focused on speed and clarity - getting you to the tools you need with fewer clicks and less cognitive load.
Our goal is simple: let you spend less time wrestling with software and more time selling and servicing clients.
How to Get Started
Log into your CRM and navigate to "Max Method Home"
Take 5 minutes to explore each section - click around and see what's available
Bookmark the sections you use most frequently
Check the Announcements widget weekly to stay updated on new features
Found Something Wrong?
If you notice any incorrect information in the Carrier Reference section or elsewhere, please report it immediately. We're constantly refining the data and your feedback helps everyone.
What's Next?
This homepage redesign is just the beginning. We're continuously improving the CRM based on your feedback and usage patterns. If there's a tool or resource you wish was easier to access, let us know - we're listening.
Have questions about the new layout? Reply to our email or reach out to support. We're here to help you make the most of these updates.
Want to see this in action? Watch the full walkthrough video here.