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ProducerMAX - Sales agent CRM

ProducerMAX - Sales agent CRM

All-in-One for Medicare Agent

30 ratings
19 reviews
💼 Business
📊 Productivity
Free

Details

  • Released
  • Updated
  • October 18, 2018
  • February 18, 2026

Features

Developer

Chum IT LLC
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ProducerMAX - Sales agent CRM screenshot #1 for iPhone
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ProducerMAX - Sales agent CRM screenshot #6 for iPhone
ProducerMAX - Sales agent CRM screenshot #7 for iPhone
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About

This app is a mobile CRM designed for Medicare sales agents. It helps manage client information, create compliance forms, access plan details, and communicate with clients efficiently. It offers offline functionality and secure data storage.

✓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
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What's New in ProducerMAX

7.8.7

February 18, 2026

Bug fixes

User reviews

Most RecentHighest RatedLowest Rated

Fantastic app!

This app and company is amazing!! Highly recommend for best CRM. Can’t wait until they contact me to set up the CRM
reeceRDreeceRD

Great way to stay organized

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
smhj1113smhj1113

New user/new agent

Once I watched the video and got logged in the app is very easy. Keeps info secure and so organized!
ErinVANDPRIErinVANDPRI

Brilliant

Mahalo nui loa for this app! This is going to help my business so much! I appreciate you guys!
luckykauaigirlluckykauaigirl

This application is absolutely AMAZING!

This will make my job so much more productive and efficient!! I highly recommend!
NRKP1NRKP1
See 14 more reviews

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FAQ

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.