# ProducerMAX - Sales agent CRM — All-in-One for Medicare Agent > Mobile CRM for Medicare sales agents with client management and compliance tools. (iPhone/iPad app by Chum IT LLC.) - Source: https://appshunter.io/ios/app/producermax-sales-agent-crm/id1438601007 (this page in markdown: same URL + `.md`) - Developer: [Chum IT LLC](https://appshunter.io/developer/1438601006) - Category: Business, Productivity - Price: Free - Rating: 5.00/5 from 30 App Store ratings · 19 written reviews indexed - Age rating: 17+ - Requires: iOS 15.0 · 64 MB - Languages: American English - Released: 2018-10-18 - Data updated: 2026-07-05 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/producermax-sales-agent-crm/id1438601007/reviews.md ## What is 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! ## Key features - Bulk text messaging - Electronic Scope of Appointment (SOA) forms - Plan benefit summaries - Client profile management - Document capture and sharing - Offline work capability - HIPAA compliant security ## Recent user reviews (10 of 19) All indexed reviews: https://appshunter.io/ios/app/producermax-sales-agent-crm/id1438601007/reviews.md ### 5/5 — Fantastic app! *2020-02-11* This app and company is amazing!! Highly recommend for best CRM. Can’t wait until they contact me to set up the CRM ### 5/5 — Great way to stay organized *2019-12-08* Easy to use. Wonderful way to keep track of all you appts/notes about each client. Hanuman was very helpful and nice when going through the tutorial with me. Thank you ### 5/5 — New user/new agent *2019-09-12* Once I watched the video and got logged in the app is very easy. Keeps info secure and so organized! ### 5/5 — Brilliant *2019-07-26* Mahalo nui loa for this app! This is going to help my business so much! I appreciate you guys! ### 5/5 — This application is absolutely AMAZING! *2019-07-25* This will make my job so much more productive and efficient!! I highly recommend! ### 5/5 — An awesome tool! *2019-07-23* If I’d had this five years ago, I’d have already doubled my income. I’m excited for the next step! ### 5/5 — ProducerMAX *2019-07-22* ProducerMAX is very useful CRM tool that is customized for insurance professionals. The app is easy to set up and synchronize with your book of business across multiple carriers. The customer information is available off line, which makes the app a life saver. The ability to create and manage activities like birthday reminders is invaluable. I highly recommend ProducerMAX. ### 5/5 — Helpful tool *2019-06-13* I think this app will be very useful. ### 5/5 — Muy Bien so Easy *2019-06-11* Hanuman was an expert educator on the app and imported my data with ease! Also gave great tips for using and information on what’s to come! Great support! ### 5/5 — Great CRM tool *2019-06-10* Producer Max is a great CRM tool for keeping track of your book of business. AHIP compliant which is very important in our line of business. I like the convenience of been able to extract the book so it can be used in different ways like marketing and retention. I recommend this app. ## Frequently asked questions about ProducerMAX ### How does ProducerMAX ensure client data privacy and security? ProducerMAX prioritizes privacy and security by storing data directly on your device and adhering to strict HIPAA compliance encryption standards. The app states it never spams mailboxes and ensures your data remains secure. ### Can I use ProducerMAX without an internet connection? Yes, ProducerMAX is designed to work offline, meaning you can manage your business and client information even without an internet connection. Data is stored locally on your mobile device. ### What kind of client information can I manage with ProducerMAX? You can easily manage client profiles, capture important notes from conversations (via keyboard or voice input), and store client documents like Medicare cards or driver's licenses. You can also add, modify, and view client policies. ### How does ProducerMAX help with compliance for Medicare agents? ProducerMAX facilitates compliance by allowing you to create quick and easy-to-use Scope of Appointment (SOA) forms with electronic signatures. It also provides access to plan benefits across all carriers at a glance. ### What makes ProducerMAX suitable for Medicare sales agents specifically? The app is tailored for Medicare agents with features like SOA forms, access to plan benefit summaries for various carriers, and client management tools specifically relevant to the insurance sales process. ### How often is ProducerMAX updated? The latest version of ProducerMAX is 7.8.7, and it was last updated on February 18, 2026. This indicates a commitment to regular updates and improvements. ### What devices is ProducerMAX compatible with? ProducerMAX supports multiple devices, including iPhone, iPad, and iPod. It also offers multi-device support for seamless access across different devices and synchronization between computer and mobile. ### What is the user sentiment for ProducerMAX based on ratings? ProducerMAX has a perfect rating of 5.0 stars from 30 ratings, suggesting a very positive user experience and high satisfaction among its users. ## Version history (last 5 releases) ### 7.8.7 — 2026-02-18 Bug fixes ### 7.8.6 — 2025-04-04 Minor bug fix ### 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 ### 7.8.4 — 2024-04-03 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 ### 7.8.3 — 2024-03-15 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 ## Apps similar to ProducerMAX | App | Rating | Price | Category | | --- | --- | --- | --- | | [MAX2GO](https://appshunter.io/ios/app/max2go/id6449259544) | 3.4 (5) | Free | Business | | [Jarvis (UnitedHealthcare)](https://appshunter.io/ios/app/jarvis-unitedhealthcare/id1587424692) | 3.4 (30) | Free | Business | | [Retail Reporting Tool](https://appshunter.io/ios/app/retail-reporting-tool/id1480328796) | 2.5 (8) | Free | Business | | [Spiro.AI](https://appshunter.io/ios/app/spiroai/id984096785) | 4.4 (14) | Free | Business | | [Integrity for Agents](https://appshunter.io/ios/app/integrity-for-agents/id1623328763) | 4.1 (45) | Free | Business | | [TapCRM for SuiteCRM/SugarCRM](https://appshunter.io/ios/app/tapcrm-for-suitecrmsugarcrm/id1280832746) | 4.2 (6) | Free | Business | ## More apps by Chum IT LLC - [ProducerAMS - Agent Outreach](https://appshunter.io/ios/app/producerams-agent-outreach/id1617230968) - [UnifiedChoice Sales agent CRM](https://appshunter.io/ios/app/unifiedchoice-sales-agent-crm/id6479522960) All apps by Chum IT LLC: https://appshunter.io/developer/1438601006 ## Related topics [sales agent](https://appshunter.io/ios/topics/sales-agent) · [agent CRM](https://appshunter.io/ios/topics/agent-crm) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-05.*