Screenshots

Description

ProducerMAX is a simple CRM app designed to make U.S. Healthcare field agents more productive and efficient. Agents can import their book of business from carrier portals and sync the data through a computer. Also, they can integrate their phonebook leads/clients and make a single complete repository of their client contact list.
Here are key features of the Mobile app that helps agents to manage their business on the go:

ACTIVITY CALENDAR

We understand that at the end of a meeting agent frequently do below actions, and we made it easy for the agent by adding the same to the activity screen. a. Schedule Follow-up meeting b. Capture keynotes for next steps Delight your clients with MORE KNOWLEDGEABLE DISCUSSIONS and TIMELY FOLLOW-UPS

CUSTOMER DOCUMENTS

We heard agents frustration on sharing client documents with Carrier or Agency. With the mobile app, the agent can now take a picture of client document (Medicare Card, SOA, Permission-to-Contact, Driving License, Drug List) and share it via E-Mail or Text Messenger at any time from anywhere. This feature will SAVE LOTS OF TIME!!!

AGE CALCULATOR

We heard from agent that Age Calculator would be handier in the mobile app instead of computer app. So, we made it available on the mobile app as well. Now, agent can avoid age calculation ERRORS during enrollment.

CUSTOMER PROFILE

Agent can access essential client information like MBI, Address, Email, Mobile number from the mobile. Also, Customer Status field is available for agents to differentiate Active client with Lead, Ex-Lead and Deceased.

CUSTOMER PLAN

Client plan tracking is always a challenging agent with growing business. We made it simple as now agent can import all their client plans from carrier portals and sync to mobile. Also, computer app has an amazing feature of commission forecast. Agent can get audit their commissions based on any Plan changes in mobile.

SYNCHRONIZATION

We innovated this SECURE solution just for agents!!! We made the data transfer between mobile and computer simpler. Just enter the HTTP URL/Link displayed on the mobile app into the computer app and entire data transfers safely via WiFi device. No internet. No Cloud. No Cable.

PRIVACY AND SECURITY

We won't access your data. We won't spam your mailbox. Your data always stays with you

CUSTOMER SUPPORT

We included support center email address in the settings screen for you to send any questions, issues or suggestions with 1-click. Please do continue to encourage us by sharing your feedback and we will thrive to keep you excited with more features

LIST OF FEATURES:

No internet. Work offline. No cloud. Data stored in mobile Multi-device support Import client contacts in the mobile Import client demographics plans from carrier portal Add\Modify\View client plans Filter activities by client Take meeting notes on the go Call, Message and email clients with 1-click Log history and reminders of client meetings Alert for calendar events Take a picture or upload client document View or Share client documents at any time Vertical and horizontal orientation support Seamless data synchronization between computer and mobile HIPAA compliance encryption standards Simple Client Age Calculator Daily or Weekly view of the calendar

IMPORTANT NOTES

ProducerMAX is also available as a Computer app, and it is a comprehensive app with features like import data from carrier portals, Commissions forecast, Reporting. Mobile app is a light-weight app having CRM features only. Both Computer and Mobile app goes well together, and you can securely transfer data via WiFi. We recommend you to install computer app along with mobile app so that you will be able to put them for a great use like import your book of business from carrier portals through computer app and sync it to mobile to access your client information on the go. If you are more interested in the desktop app, please do visit www.producermax.com
If you have any questions, please mail to support@chumit.com

What’s New

Version 2.6

Hello Agents!!!
We added more intelligence into ProducerMAX just for you. ProducerMAX can detect the incoming call from your clients even if they are not added in your phonebook. This will help you to receive your client calls with more gratitude. Also, you can separate your personal and clients contacts.
We hear your below feedback and worked hard to make them available to you -
1. Edit existing document
2. Filter customers with Lead status
3. Skip invalid phone numbers like UNAVAILABLE listed by Humana

Ratings and Reviews

5.0 out of 5
2 Ratings

2 Ratings

Information

Provider
Chum IT LLC
Size
83.5 MB
Category
Business
Compatibility

Requires iOS 10.0 or later. Compatible with iPhone 5S, iPhone 6, iPhone 6 Plus, iPhone 6S, iPhone 6S Plus, iPhone SE, iPhone 7, iPhone 7 Plus, iPhone 8, iPhone 8 Plus, iPhone X, iPhone XS, iPhone XS Max, iPhone XR, iPhone 11, iPhone 11 Pro, iPhone 11 Pro Max, iPad Air, iPad Air Wi-Fi + Cellular, iPad mini 2, iPad mini 2 Wi-Fi + Cellular, iPad Air 2, iPad Air 2 Wi-Fi + Cellular, iPad mini 3, iPad mini 3 Wi-Fi + Cellular, iPad mini 4, iPad mini 4 Wi-Fi + Cellular, iPad Pro (12.9-inch), iPad Pro (12.9-inch) Wi-Fi + Cellular, iPad Pro (9.7-inch), iPad Pro (9.7-inch) Wi‑Fi + Cellular, iPad Wi-Fi (5th generation), iPad (5th generation) Wi‑Fi + Cellular, iPad Pro (12.9-inch) (2nd generation), iPad Pro (12.9‑inch) (2nd generation) Wi‑Fi + Cellular, iPad Pro (10.5-inch), iPad Pro (10.5-inch) Wi‑Fi + Cellular, iPad (6th generation), iPad Wi-Fi + Cellular (6th generation), iPad Pro (11-inch), iPad Pro (11-inch)Wi-Fi + Cellular, iPad Pro (12.9-inch) (3rd generation), iPad Pro (12.9-inch) (3rd generation) Wi-Fi + Cellular, iPad mini (5th generation), iPad mini (5th generation) Wi-Fi + Cellular, iPad Air (3rd generation), iPad Air (3rd generation) Wi-Fi + Cellular, iPad (7th generation), iPad (7th generation) Wi-Fi + Cellular and iPod touch.

Languages
Age Rating
Rated 4+
Copyright
copyright © Chum IT LLC
Price
Free

Supports

  • Family Sharing

    Up to six family members will be able to use this app with Family Sharing enabled.

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