Max105 for Personally Producing General Agents (PPGAs)

Max105 was developed around the proven concept of maintaining benefit coverage while buying less insurance and lowering premiums. Our Windows-based software lets you present this idea to potential clients in a form they will understand: the same coverage with lower rates.

The product contains two unique features: a proposal system and an administration system.

Proposals

The proposal system details where your prospects' money is going, and where it will go with the Max105 concept in place.

Max105 presents information from the company's list bill in an easily understood Microsoft Excel spreadsheet, complete with color graphs. You don't even have to know Excel to use it. We've highlighted all the fields you need to enter, and hard-coded all other fields with the correct formulas.

In the actual case above, the employer was faced with a modest 15 percent renewal. The proposed additional cost was $3,923.95. The Max105 proposed budget lowered the employer's premiums and administration fees from $30,082.15 to $12,239.77 (a 59% decrease).

Features | System Requirements