Check Out All The Features

See all the ways Max can help!

Max qualifies the prospects for you and provides you with the information you need to effectively communicate with them dramatically increasing your closing ratio

Max works 24/7 generating leads

Qualifying them and moving them through the sales funnel

Max pays for himself with just two sales

Max does Scheduling

Prospects can schedule a meeting or phone call right in the bot.

Sync with your favorite calendars like Google, iCloud, Outlook.com, Exchange and Office 365. Powered by Acuity (A $15 monthly plan included)

Max does Integrations

Integrated with YourMedicare and Medicare Insurance Direct. Just copy and paste your personalized URL (PURL) into your dashboard and Max can even close the business for you and you get credit for the sale.

Max works with your CRM

Direct integration with Onpointe Software and many other CRM’s through Zapier.

All of your leads can automatically be added to your CRM. We also provide an API, so you can connect to many more CRM’s and sales tools.

Max is the first bot designed specifically for Medicare.

The first Medicare digital assistant

Created by the authors of Medicare Blueprint
Max was built by advisors for advisors

How would you like to have a salesperson that:

Reliability

Never shows up late
Never calls in sick
Never complains
Never takes a day off

The best salesperson you will ever have.
Max works 24/7 generating qualified prospects for you.

Affordability

Oh, and he will work for peanuts.

(Well not really peanuts, but he is very affordable)

We have found that most Medicare beneficiaries do their research and shopping after hours. If you don’t have a way to engage them right away then you lose that opportunity forever. They will just keep on clicking to your competitors website. Adding Max to your site instantly engages them and guides them through the funnel creating a qualified lead for you.