Tips & Tricks for MAX's Quoting & Policy Management System

Want some tips for navigating our Quoting & Policy Management System? Here you go:

  • Verify that the protection class is accurate.

  • Is the e2Value (Replacement Cost Calculator) too high/too low? Have you accounted for all areas of the home?

  • Check for available discounts like smoke detectors, monitored burglar alarms, agency controlled auto or a MAX Insurance Agency, Inc. auto policy.

  • Did you enter the correct date of birth and social security number for an accurate insurance score on the Member page?

  • View recorded quoting webinars here on our Agency Support Site.

  • Request additional training support from your Regional Sales Manager or call Sales & Service at 844-629-2468.