ProducerMAX - Sales Agent CRM ProducerMAX - Sales Agent CRM Free Get
ProducerMAX - Sales Agent CRM

ProducerMAX - Sales Agent CRM

2.8 for iPhone, iPad

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Release Date



87.0 MB

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ProducerMAX - Sales Agent CRM 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:


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


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!!!


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.


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.


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.


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.


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


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


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

If you have any questions, please mail to
ProducerMAX - Sales Agent CRM 2.8 Update
2019-10-31 Version History
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
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87.0 MB
Release Date:
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