Screenshots

Description

ProducerMAX offers essential features that help Medicare agents to manage their business on the go:

FAX
Send your paper enrollment applications to carrier fax centers from your mobile via HIPAA certified server

BULK TEXT
Within a few clicks, send a text message to hundreds of your clients

SOA
Create SOA from your mobile/tablet and get the client's signature from the touchscreen. Email\Print\Share the SOA with your clients and access it any time

PLAN BENEFIT SUMMARY
Plan benefits at a glance across all carriers are now on your mobile. It is specially designed for your touch screen based operation with a clear, structured layout. SAVE TIME!!!

CUSTOMER PROFILE
Tracking customer details is always challenging with a growing business. ProducerMAX makes it easy for you to manage client information from your mobile

CUSTOMER DOCUMENTS
Take a PICTURE of client doc (MedicareCard, DrivingLicense, DrugList) and Email/Share it with Carrier/Agency at ANYTIME

CUSTOMER NOTES
Capture client conversation summary from keyboard or voice of your mobile.

PRIVACY AND SECURITY
We won't spam your mailbox.
Your data stays in your device.

List of Features:
No internet. Work offline. No cloud.
Data stored in the 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

If you have any questions, please mail support@chumit.com.

What’s New

Version 4.7

Hello Agents!!!

We are very excited to share the below new features with you -

1. 2021 Plans are available now !!
2. Fax your paper enrollment applications to carriers from your mobile via HIPAA certified server
3. Send a bulk text to more than 50 clients within a few clicks
4. We added 200+ carriers and gave the ability for you to Add/Hide your favorite carriers
5. All your data backed up in a HIPAA certified Amazon server and can be restored on demand
6. Delete unwanted customer or lead in the Customer Profile screen

Ratings and Reviews

5.0 out of 5
3 Ratings

3 Ratings

App Privacy

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 based on, for example, the features you use or your age. Learn More

Supports

  • Family Sharing

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

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