Max4Advisors

Max4Advisors is an add-on for Maximizer CRM 11, 10.5 & 10.0. Using Maximizer’s powerful client relationship management tools as a base, Max4Advisors adds features specific to the Canadian insurance and financial services industries.

Max4Advisors Reports (PDF Format)
     

Insurance Tab

  
Insurance Summary Report (Current Client, All Policies) Detailed Insurance Report (Current Client, All Policies)
Insurance Summary Report (Selected Clients, All Policies) Detailed Insurance Report (Selected Clients, All Policies)

Insurance Summary Report (All Clients, All Policies)

 Detailed Insurance Report (All Clients, All Policies)
Address Change Transmittal Memo
Medical Test Requisition  
Current Client, Selected Policies are available in both Summary & Detailed Reports

Investment Tab

Annual Tab
Investment Summary Report Summary Annual Report
     
 
© 2007-2010 Max4Advisors Inc. All rights reserved
Max4Advisors is a trademark of Max4Advisors Inc.
Maximizer CRM and Maximizer are trademarks or registered trademarks of Maximizer Software Inc.