Trusted by Canadian financial practices
See all of your policies in a single location
Maximizer makes policies available in a single location, so you can stay ahead of client needs, keep nothing from slipping through the cracks, and focus on conversations that actually move your business forward.
Client and policy data in one place
Import insurance policies from 11+ Canadian carriers for complete client context in every interaction.
Dashboards built for insurance
Active policies, premium revenue, renewal timelines, and coverage gaps in one view.
Workflows made for advisors
Stay on top of review and renewals with workflows designed for the insurance industry.
Less time on admin, more time advising
Cut manual data entry, stay audit-ready, and reclaim time for client conversations.
Too many systems. Not enough control.
Most insurance teams are stuck managing fragmented data instead of running their book. Too many portals, too much manual work, and no clear view of what’s happening across clients and policies.
See your entire book right from your CRM
Say goodbye to fragmented data spread across multiple systems. Identify policy gaps, automatically trigger follow-ups, and free yourself from operational busywork with Maximizer.
See your entire book in one place
Access client insurance policy information alongside history, notes, and tasks.
Visualize your book of business with pre-built dashboards.
Understand total household coverage and opportunity.
Eliminate admin and compliance stress
Trigger workflows based on renewal dates, review cycles, and policy milestones.
Track annual reviews, renewals, and compliance activities in one place.
Maintain clean audit trails without extra effort.
Find oppportunities before they walk out the door
Search-based querying for quick information access.
Sort by premium to segment your highest-value clients.
Turn coverage gaps into cross-sell conversations.
The CRM built for Insurance
Client and policy data side-by-side
Bring in your data
Upload policy data from more than 11 carriers.
Automate your workflows
Set up reviews, renewals, and task sequences.
Run your book with clarity
Visualize your business, act faster, and grow your practice.
AI that knows insurance
Secure AI
Canadian-hosted, with built-in privacy controls.
Prep for any client call in minutes
Analyze client assets, liabilities, and coverage gaps in seconds.
Get up to speed
Ramp-up faster with education tools and conversation coaching.
Companies choose to partner with Maximizer
Best in class CRM software
Over 35 years of delivering exceptional results.
Learn why people love Maximizer
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You already have the clients.
Now get the system that helps you actually manage and grow them.
