Upload your documents. Ask anything. Share with your team and clients. MAX knows YOUR specific information — not generic answers.
MAX Chat Interface Screenshot
"What's the deductible again?" "Is chiropractic covered?" "When does my coverage start?" You've answered these 100 times.
"Where's the Aetna summary?" "Do we have the carrier guide for Blue Cross?" Knowledge trapped in your head or scattered across folders.
Important details buried in month-old email chains. Carrier updates lost in your inbox. No central place for the information that matters.
Your time is valuable. Every minute spent answering basic questions is a minute you're not selling, strategizing, or growing your business.
MAX learns YOUR documents and answers questions from YOUR information — not generic responses.
Store everything in one searchable place. Plan documents, benefit summaries, carrier guides, compliance docs — all organized and instantly accessible. No more hunting through folders or email.
Document Library Screenshot
Ask MAX Screenshot
Get instant answers from YOUR documents. Ask "What's the deductible for the Aetna PPO?" and MAX tells you — because MAX has read all your uploaded documents. Not generic internet answers. YOUR specific information.
Your staff can ask MAX too. Stop being the bottleneck for simple questions. Your team gets access to the library and can find answers instantly — no more "let me ask the boss" delays.
Team Sharing Screenshot
Client Portal Screenshot
Let clients ask MAX instead of calling you. Share select documents with HR clients — they get instant answers to their questions. Eliminates repetitive calls and saves time for you AND your staff.
Stop being the bottleneck for simple questions.
Repetitive questions per week eliminated
Saved weekly on answering the same questions
MAX is always available — even when you're not
Upload your documents, train MAX on your information, and start saving hours every week.
14-day free trial • No credit card required • Cancel anytime