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Introducing ProducerMAX, the ultimate mobile companion for Medicare sales agents. Designed with essential features to empower you to manage your business on the go, ProducerMAX revolutionizes the way you engage with your clients and streamline your operations.
Here's what ProducerMAX offers:
BULK TEXT
Send personalized text messages to your clients within just a few clicks, saving you time and effort in communication.
SOA
Create quick and easy-to-use Scope of Appointment (SOA) forms with electronic signatures, ensuring compliance and efficiency in your sales process.
PLAN BENEFIT SUMMARY
Access plan benefits across all carriers at a glance, right from your mobile device. With a user-friendly touch screen interface and structured layout, it's never been easier to stay informed and save valuable time.
CLIENT PROFILE
Easily manage client information from your mobile device, helping you stay organized and efficient as your business grows.
CLIENT DOCUMENTS
Snap a picture of client documents such as Medicare cards, driver's licenses, or drug lists, and effortlessly email or share them with carriers or agencies at any time.
CLIENT NOTES
Capture important client conversation summaries using your mobile keyboard or voice input, ensuring you never miss a detail.
PRIVACY AND SECURITY
Rest assured that your data is safe and secure with ProducerMAX. We prioritize your privacy and never spam your mailbox. Your data stays securely stored on your device, and we adhere to strict HIPAA compliance encryption standards.
Additional Features Include:
- Work offline with no internet connection required
- Store data directly on your mobile device, with no reliance on cloud storage
- Multi-device support for seamless access across different devices
- Import client demographics and plans from carrier portals
- Easily add, modify, and view client policies
- Filter activities by client for efficient organization
- Take meeting notes on the go and set reminders for client meetings
- One-click call, message, and email clients for quick communication
- Capture client documents and share them at any time
- Support for both vertical and horizontal device orientations
- Synchronize data seamlessly between your computer and mobile device
- Simple age calculator to quickly determine client age
For any inquiries or assistance, please don't hesitate to contact us at contact@producermax.com.
Experience the power of ProducerMAX and take your Medicare sales to new heights today!
ProducerMAX is very useful CRM tool that is customized for insurance professionals. The app is easy to set up and synchronize with your book of business across multiple carriers. The customer information is available off line, which makes the app a life saver. The ability to create and manage activities like birthday reminders is invaluable. I highly recommend ProducerMAX.
Great CRM tool
SBA 2017
Producer Max is a great CRM tool for keeping track of your book of business. AHIP compliant which is very important in our line of business. I like the convenience of been able to extract the book so it can be used in different ways like marketing and retention. I recommend this app.
Awesome Product
gdimon41
This program makes my professional life so much easier. My only wishbone that I had it 10 years ago! It is super easy to navigate and the additional support received is second to none!
Great way to stay organized
smhj1113
Easy to use. Wonderful way to keep track of all you appts/notes about each client. Hanuman was very helpful and nice when going through the tutorial with me. Thank you
Bug fixes
Version 7.8.7
The developer, Chum IT LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Used to Track You
The following data may be used to track you across apps and websites owned by other companies:
Contact Info
User Content
Diagnostics
Data Linked to You
The following data may be collected and linked to your identity:
Contact Info
User Content
Diagnostics
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
Contact Info
Contacts
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
Seller
Chum IT LLC
Size
67.5 MB
Category
Business
Compatibility
Requires iOS 15.0 or later.
iPhone Requires iOS 15.0 or later.
iPad Requires iPadOS 15.0 or later.
iPod touch Requires iOS 15.0 or later.
Mac Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
