Two tools. Both start free.

Max screens a life insurance case against ten carriers' underwriting guides in about 40 seconds. The Bottleneck Finder tells any business owner what's actually slowing them down.

No card for either. Over 1,000 real cases have run through Max.

Max · for life insurance agents

Know where the case lands before you write it.

Describe the client. Max reads ten carriers' underwriting guides and tells you who takes it and at what class. Flag an answer you don't trust and a person checks it, credits your query, and fixes the source for everyone.

Max 10 carriers Youask Answer~40s Flagone click Reviewby a human Fixfor everyone
BuildHeight and weight against each carrier's chart, with the class it allows.
MedicationsWhat a prescription signals, and which combinations are knockouts.
Condition rulesTime since diagnosis, treatment history, lab thresholds.
Issue ageAge and face-amount limits, and where the case crosses a line.

Bottleneck Finder · for anyone running a business

Find out what's actually slowing you down.

Seven questions about how your business runs. A rules engine — not a chatbot guessing — routes your answers and returns a written brief naming the one bottleneck costing you most, plus what it would take to fix it. If the honest answer is that you shouldn't build anything yet, it says that too.

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Training Lab

Practice scenarios to sharpen field underwriting, risk-free.

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Queries, billing, referrals

How the query count works and what happens when you run out.

Read the answers