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ProducerMAX - Sales agent CRM
All-in-One for Medicare Agent
⭐️5 / 5
Rating
🙌30
Ratings
📼7 scs
Content
📦~ in 2 weeks
Updates frequency
🗣❌ unsupported
Your locale
- Versions
- Price History
- Description
- FAQ
All Versions of ProducerMAX
7.8.5
April 22, 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
More7.8.4
April 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
More7.8.3
March 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
More7.8.2
February 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
More7.8.1
January 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
More7.8.0
January 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
More7.7
November 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
More7.6
November 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
More7.5
January 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
More7.4
January 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
MorePrice History of ProducerMAX
Description of ProducerMAX
******************
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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ProducerMAX: FAQ
Yes, ProducerMAX can be used on iPad devices.
ProducerMAX was launched by Chum IT LLC.
The minimum required iOS version for the app to work is 11.0 or higher.
The current user rating of the ProducerMAX app is 5.0.
The Producermax App Relates To The Business Genre.
7.8.5 is the newly released ProducerMAX version.
July 3, 2024 is the exact date of the latest ProducerMAX update.
The ProducerMAX app became available to the public on February 5, 2023.
Chum IT LLC: The ProducerMAX app is child-friendly.
ProducerMAX can be used in English.
Unfortunately, ProducerMAX is not on Apple Arcade.
No, ProducerMAX does not allow for in-app purchases.
Sorry, ProducerMAX is not specifically engineered for compatibility with Apple Vision Pro.