ProducerMAX - Sales agent CRM
All-in-One for Medicare Agent
Free
7.8.4for iPhone, iPad and more
Age Rating
ProducerMAX - Sales agent CRM Screenshots
About ProducerMAX - Sales agent CRM
******************
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!
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!
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What's New in the Latest Version 7.8.4
Last updated on Apr 3, 2024
Old Versions
We're thrilled to introduce an exciting update that enhances your app experience with sleek UI changes and convenient UX improvements. In this release, we've focused on making your interactions smoother, more intuitive, and visually appealing.
Bug Fixes and Performance Improvements:
We've squashed pesky bugs and fine-tuned performance to ensure a stable and smooth experience. ProducerMAX is now more reliable than ever.
We hope you enjoy this update as much as we've enjoyed creating it. Your feedback drives us to keep refining and enhancing your app experience. As always, if you have any questions or encounter any issues, please don't hesitate to reach us at contact@producermax.com
Bug Fixes and Performance Improvements:
We've squashed pesky bugs and fine-tuned performance to ensure a stable and smooth experience. ProducerMAX is now more reliable than ever.
We hope you enjoy this update as much as we've enjoyed creating it. Your feedback drives us to keep refining and enhancing your app experience. As always, if you have any questions or encounter any issues, please don't hesitate to reach us at contact@producermax.com
Show More
Version History
7.8.4
Apr 3, 2024
We're thrilled to introduce an exciting update that enhances your app experience with sleek UI changes and convenient UX improvements. In this release, we've focused on making your interactions smoother, more intuitive, and visually appealing.
Bug Fixes and Performance Improvements:
We've squashed pesky bugs and fine-tuned performance to ensure a stable and smooth experience. ProducerMAX is now more reliable than ever.
We hope you enjoy this update as much as we've enjoyed creating it. Your feedback drives us to keep refining and enhancing your app experience. As always, if you have any questions or encounter any issues, please don't hesitate to reach us at contact@producermax.com
Bug Fixes and Performance Improvements:
We've squashed pesky bugs and fine-tuned performance to ensure a stable and smooth experience. ProducerMAX is now more reliable than ever.
We hope you enjoy this update as much as we've enjoyed creating it. Your feedback drives us to keep refining and enhancing your app experience. As always, if you have any questions or encounter any issues, please don't hesitate to reach us at contact@producermax.com
7.8.3
Mar 15, 2024
We're thrilled to introduce an exciting update that enhances your app experience with sleek UI changes and convenient UX improvements. In this release, we've focused on making your interactions smoother, more intuitive, and visually appealing.
Bug Fixes and Performance Improvements:
We've squashed pesky bugs and fine-tuned performance to ensure a stable and smooth experience. ProducerMAX is now more reliable than ever.
We hope you enjoy this update as much as we've enjoyed creating it. Your feedback drives us to keep refining and enhancing your app experience. As always, if you have any questions or encounter any issues, please don't hesitate to reach us at contact@producermax.com
Bug Fixes and Performance Improvements:
We've squashed pesky bugs and fine-tuned performance to ensure a stable and smooth experience. ProducerMAX is now more reliable than ever.
We hope you enjoy this update as much as we've enjoyed creating it. Your feedback drives us to keep refining and enhancing your app experience. As always, if you have any questions or encounter any issues, please don't hesitate to reach us at contact@producermax.com
7.8.2
Feb 19, 2024
We're thrilled to introduce an exciting update that enhances your app experience with sleek UI changes and convenient UX improvements. In this release, we've focused on making your interactions smoother, more intuitive, and visually appealing.
Bug Fixes and Performance Improvements:
We've squashed pesky bugs and fine-tuned performance to ensure a stable and smooth experience. ProducerMAX is now more reliable than ever.
We hope you enjoy this update as much as we've enjoyed creating it. Your feedback drives us to keep refining and enhancing your app experience. As always, if you have any questions or encounter any issues, please don't hesitate to reach us at contact@producermax.com
Bug Fixes and Performance Improvements:
We've squashed pesky bugs and fine-tuned performance to ensure a stable and smooth experience. ProducerMAX is now more reliable than ever.
We hope you enjoy this update as much as we've enjoyed creating it. Your feedback drives us to keep refining and enhancing your app experience. As always, if you have any questions or encounter any issues, please don't hesitate to reach us at contact@producermax.com
7.8.1
Jan 25, 2024
Hello Agents!!!
We are very excited to share the below new features with you -
1. 2023 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
We are very excited to share the below new features with you -
1. 2023 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
7.8.0
Jan 24, 2024
Hello Agents!!!
We are very excited to share the below new features with you -
1. 2023 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
We are very excited to share the below new features with you -
1. 2023 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
7.7
Nov 20, 2023
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
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
7.6
Nov 6, 2023
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
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
7.5
Jan 12, 2023
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
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
7.4
Jan 5, 2023
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
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
7.3
Apr 18, 2022
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
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
7.2
Mar 11, 2022
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
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
7.1
Mar 3, 2022
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
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
7.0
Jan 16, 2022
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
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
6.9
Dec 4, 2021
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
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
6.8
Dec 1, 2021
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
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
6.7
Nov 30, 2021
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
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
6.6
Nov 21, 2021
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
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
6.5
Nov 17, 2021
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
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
6.4
Oct 25, 2021
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
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
6.3
Oct 9, 2021
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
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
6.2
Oct 8, 2021
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
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
6.1
Sep 25, 2021
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
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
6.0
Sep 23, 2021
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
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
5.7
Aug 6, 2021
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
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
5.6
Jul 7, 2021
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
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
ProducerMAX - Sales agent CRM FAQ
Click here to learn how to download ProducerMAX - Sales agent CRM in restricted country or region.
Check the following list to see the minimum requirements of ProducerMAX - Sales agent CRM.
iPhone
Requires iOS 11.0 or later.
iPad
Requires iPadOS 11.0 or later.
iPod touch
Requires iOS 11.0 or later.
ProducerMAX - Sales agent CRM supports English
