Max on your team's desk, your carrier lineup, and an admin dashboard that shows you exactly what your agents are running — and where they're getting stuck.
See If Your Agency Qualifies →With 10 agents, your team saves $400 a month on seats and you collect $250 in overrides against the $297 license — so it runs you $47. At 12 seats the license pays for itself. Past that, it pays you.
The agency license isn't a bulk discount — it's the oversight layer. Here's what comes with it.
Every case your team runs, in one place. Who's active, what they're asking, which carriers they're leading with, and where cases are getting flagged. Scoped to your team only.
Configured to the carriers your agency actually contracts. Your agents never see recommendations for products they can't write.
A working session with your team — how to describe a client, how to read the knockout table, how to use the scripts. Recorded for anyone who joins later.
Your agents join at $79/month instead of $119 — and $25 of every active seat is paid back to you each month. The more of your team that uses it, the more the license pays for itself.
Your team's flagged answers get reviewed personally — legitimate errors credited back and the underlying carrier data corrected, usually same-day.
A new agent with Max screens a case like a veteran on day one. That's the difference between a 90-day ramp and a 30-day ramp.
Every agent on your roster who keeps their $79 seat active earns you $25 a month. Refer another agency owner and you earn $100 a month for as long as their license stays active. Both are paid as cash by direct deposit through Stripe Connect — set it up once from your dashboard, and it lands automatically as each payment clears.
The $100 replaces the standard 20% first-month referral credit for that signup — you get the recurring cash or the one-time credit, not both. Referring an individual agent still earns the 20% credit as normal. Payouts stop when the referred owner's license lapses.
Not a vanity metric screen — the cases themselves, so you can coach off real activity.
| Agent | Last case | Carriers led | Cases | |
|---|---|---|---|---|
| M. Webb | 74M · NJ · mortgage protection | Americo, MOO | 41 | |
| J. Alvarez | 64M · MO · final expense / legacy | Transamerica, Americo | 34 | |
| T. Okafor | 46F · SC · $300K term | UHL, Foresters | 18 | |
| R. Delgado | 54M · TX · final expense | Transamerica, MOO | 12 | |
| D. Brennan | — | — | 0 | Not started |
Example view with sample agents and cases. You see every case your team runs — click any one to read the full output. Each agent sees only their own.
The agency license is built for owners with a team. Two quick questions and we'll point you the right way.
$297/month starts your agency license and unlocks the $79 team rate for everyone on your roster.
Each agent signs up at the team rate on your agency link. They enter their own email and get their own access key.
Every case your team runs appears in your admin dashboard, and $25 lands in your account for every seat that stays active.
Your team's private signup link
Issued to you the moment your license activates. Your agents use it to join at the reduced team rate — it only works while your license is active, and it's tied to your agency so nobody outside your roster can use it.
Test drive Max free on one of your own clients — follow-up questions included — before you commit anything.
Try Max Free →