7.8.5
2024-04-22
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
7.6
2023-11-06
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
7.5
2023-01-12
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
7.3
2022-04-18
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
7.2
2022-03-11
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
7.1
2022-03-03
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
7.0
2022-01-16
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
6.9
2021-12-04
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
6.3
2021-10-09
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
6.2
2021-10-08
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
6.1
2021-09-25
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
4.2
2020-12-31
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
4.0
2020-12-03
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
3.9
2020-10-30
Hello Agents!!!
We are very excited to share the below new features with you -
1. Fax your paper enrollment applications to carriers from your mobile via HIPAA certified server
2. Send a bulk text to more than 50 clients within a few clicks
3. We added 200+ carriers and gave the ability for you to Add/Hide your favorite carriers
4. All your data backed up in a HIPAA certified Amazon server and can be restored on demand
5. Delete unwanted customer or lead in the Customer Profile screen
3.8
2020-08-17
Hello Agents!!!
We are very excited to share the below new features with you -
1. Fax your paper enrollment applications to carriers from your mobile via HIPAA certified server
2. Send a bulk text to more than 50 clients within a few clicks
3. We added 200+ carriers and gave the ability for you to Add/Hide your favorite carriers
4. All your data backed up in a HIPAA certified Amazon server and can be restored on demand
5. Delete unwanted customer or lead in the Customer Profile screen
3.6
2020-07-29
Hello Agents!!!
We are very excited to share the below new features with you -
1. Fax your paper enrollment applications to carriers from your mobile via HIPAA certified server
2. Send a bulk text to more than 50 clients within a few clicks
3. We added 200+ carriers and gave the ability for you to Add/Hide your favorite carriers
4. All your data backed up in a HIPAA certified Amazon server and can be restored on demand
5. Delete unwanted customer or lead in the Customer Profile screen
3.4
2020-04-30
Hello Agents!!!
We are very excited to share the below new features with you -
1. Fax your paper enrollment applications to carriers from your mobile via HIPAA certified server
2. Send a bulk text to more than 50 clients within a few clicks
3. We added 200+ carriers and gave the ability for you to Add/Hide your favorite carriers
4. All your data backed up in a HIPAA certified Amazon server and can be restored on demand
5. Delete unwanted customer or lead in the Customer Profile screen
3.3
2020-03-24
Hello Agents!!!
We are very excited to share the below new features with you -
1. Fax your paper enrollment applications to carriers from your mobile via HIPAA certified server
2. Send a bulk text to more than 50 clients within a few clicks
3. We added 200+ carriers and gave the ability for you to Add/Hide your favorite carriers
4. All your data backed up in a HIPAA certified Amazon server and can be restored on demand
5. Delete unwanted customer or lead in the Customer Profile screen
3.2
2020-02-12
Hello Agents!!!
While you're working hard in AEP, we focused on enriching ProducerMAX with more features to make your work-life simple.
1. Glance Plan Benefit Summary across all carriers on your mobile. It is specially designed for your touch screen based operation with a clear, structured layout.
2. 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
3. Track the status of leads and their interests. Disposition the outcome of the lead with customized categories
4. ProducerMAX is extended to support other line of businesses - ACA, Life & Group insurance, but at heart, it is still Medicare :-)
5. Get familiar with the app by watching the animated tour
This field is required.
This field is required.
3.1
2020-02-11
Hello Agents!!!
While you're working hard in AEP, we focused on enriching ProducerMAX with more features to make your work-life simple.
1. Glance Plan Benefit Summary across all carriers on your mobile. It is specially designed for your touch screen based operation with a clear, structured layout.
2. 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
3. Track the status of leads and their interests. Disposition the outcome of the lead with customized categories
4. ProducerMAX is extended to support other line of businesses - ACA, Life & Group insurance, but at heart, it is still Medicare :-)
5. Get familiar with the app by watching the animated tour
This field is required.
3.0
2020-01-23
Hello Agents!!!
While you're working hard in AEP, we focused on enriching ProducerMAX with more features to make your work-life simple.
1. Glance Plan Benefit Summary across all carriers on your mobile. It is specially designed for your touch screen based operation with a clear, structured layout.
2. 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
3. Track the status of leads and their interests. Disposition the outcome of the lead with customized categories
4. ProducerMAX is extended to support other line of businesses - ACA, Life & Group insurance, but at heart, it is still Medicare :-)
5. Get familiar with the app by watching the animated tour
This field is required.
2.9
2019-12-21
Hello Agents!!!
While you're working hard in AEP, we focused on enriching ProducerMAX with more features to make your work-life simple.
1. Glance Plan Benefit Summary across all carriers on your mobile. It is specially designed for your touch screen based operation with a clear, structured layout.
2. 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
3. Track the status of leads and their interests. Disposition the outcome of the lead with customized categories
4. ProducerMAX is extended to support other line of businesses - ACA, Life & Group insurance, but at heart, it is still Medicare :-)
5. Get familiar with the app by watching the animated tour
2.8
2019-10-31
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
2.7
2019-10-29
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
2.6
2019-10-06
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
2.5
2019-09-16
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
2.4
2019-09-12
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
2.3
2019-08-19
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
2.2
2019-08-09
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
2.1
2019-06-12
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
2.0
2019-05-21
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
1.9
2019-05-15
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
1.8
2018-10-18
Hello Agents!!!
To make this AEP & OEP season more productive for you, we're launching this new version.
First, we sincerely thank you for the feedback. Your few words on the app motivated us to add more "useful" features in the app that can maximize your efficiency and productivity.
Please do take a few mins by exploring below significant enhancements:
CUSTOMER DOCUMENTS We heard your frustration on sharing client documents with Carrier or Agency. With the mobile app, you 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!!!
ACTIVITY CALENDAR We understand that at the end of a meeting you frequently do below actions, and we made it easy for you by adding the same to the activity screen. Delight your clients with MORE KNOWLEDGEABLE DISCUSSIONS and TIMELY FOLLOW-UPS a. Schedule Follow-up b. Capture keynotes for next steps.
AGE CALCULATOR We hear from you 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. Avoid AGE ERRORS in enrollment app.
CUSTOMER PROFILE Customer Status field is now available in the mobile app and allows you to differentiate Active client with Lead, Ex-Lead and Deceased. Categorize your clients for BETTER TRACKING and grow your business.
CUSTOMER PLAN You will be amazed to see that any Plan changes in mobile will automatically forecast your Commissions in the desktop app. NO MORE MISSING COMMISSIONS.
SYNCHRONIZATION We made the data transfer between mobile and computer simpler. Just enter the HTTP URL/Link displayed on the mobile into your computer app and your data transfers safely via WiFi device. No internet. No Cloud. No Cable. We innovated this SECURE solution just for 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.
1.7
2018-10-18
Hello Agents!!!
To make this AEP & OEP season more productive for you, we're launching this new version.
First, we sincerely thank you for the feedback. Your few words on the app motivated us to add more "useful" features in the app that can maximize your efficiency and productivity.
Please do take a few mins by exploring below significant enhancements:
CUSTOMER DOCUMENTS We heard your frustration on sharing client documents with Carrier or Agency. With the mobile app, you 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!!!
ACTIVITY CALENDAR We understand that at the end of a meeting you frequently do below actions, and we made it easy for you by adding the same to the activity screen. Delight your clients with MORE KNOWLEDGEABLE DISCUSSIONS and TIMELY FOLLOW-UPS a. Schedule Follow-up b. Capture keynotes for next steps.
AGE CALCULATOR We hear from you 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. Avoid AGE ERRORS in enrollment app.
CUSTOMER PROFILE Customer Status field is now available in the mobile app and allows you to differentiate Active client with Lead, Ex-Lead and Deceased. Categorize your clients for BETTER TRACKING and grow your business.
CUSTOMER PLAN You will be amazed to see that any Plan changes in mobile will automatically forecast your Commissions in the desktop app. NO MORE MISSING COMMISSIONS.
SYNCHRONIZATION We made the data transfer between mobile and computer simpler. Just enter the HTTP URL/Link displayed on the mobile into your computer app and your data transfers safely via WiFi device. No internet. No Cloud. No Cable. We innovated this SECURE solution just for 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.