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 Screen Shots

     

Insurance Policy

       
 

Add Benefit

Add Medical Requirements

 
       
 

Add Beneficiary

Add Renewal

 

       

 
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Max4Advisors is a trademark of Max4Advisors Inc.
Maximizer CRM and Maximizer are trademarks or registered trademarks of Maximizer Software Inc.