ProducerMAX - Sales agent CRM
All-in-One for Medicare Agent
Free
7.8.5for iPhone, iPad and more
Age Rating
ProducerMAX - Sales agent CRM 螢幕截圖
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!
Show More
最新版本7.8.5更新日誌
Last updated on 2024年04月22日
歷史版本
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
7.8.5
2024年04月22日
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
7.8.4
2024年04月03日
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
2024年03月15日
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
2024年02月19日
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
2024年01月25日
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
2024年01月24日
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
2023年11月20日
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
2023年11月06日
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
2023年01月12日
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
2023年01月05日
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
2022年04月18日
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
2022年03月11日
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
2022年03月03日
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
2022年01月16日
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
2021年12月04日
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
2021年12月01日
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
2021年11月30日
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
2021年11月21日
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
2021年11月17日
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
2021年10月25日
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
2021年10月09日
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
2021年10月08日
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
2021年09月25日
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
2021年09月23日
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
2021年08月06日
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
點擊此處瞭解如何在受限國家或地區下載ProducerMAX - Sales agent CRM。
以下為ProducerMAX - Sales agent CRM的最低配置要求。
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支持English