ProducerMAX is a comprehensive agent-centric platform designed to help the broker in every facet of the Medicare sales process.
From any device, agents can use the ProducerMAX platform to:
Manage book of business
Unify data from carriers and upline
Participate in carrier campaigns
Schedule activities for client outreach
Integrate leads from source systems
Provide self-service tools to clients
Harness the power of brokers!
Don’t waste the power of broker relationships.
Carriers can use ProducerMAX to delegate member outreach campaigns directly to brokers of record to optimize communication.
Ditch Email!
70% of emails are unopened by agents and most opened emails fail to generate a response.
Bypass this inefficiency and deliver information, processes, and data directly to your agent's device.
Agents face the challenge of keeping up with data from multiple sources.
Our platform provides an integrated view by unifying data from lead generation systems, carrier excel files and more.
More clients mean more business, but more clients mean less time to maintain that personal relationship.
ProducerMAX organizes client and lead information including birthdays, activities, and previous discussions, plus Healthcare info like doctors, drugs and more.
With ProducerMAX, you're always prepared for the next conversation.
Supports all product lines!
Many insurance agents cross-sell multiple types of insurance.
ProducerMAX is designed with the flexibility to support all product lines, including ACA, Life, Dental, Vision, Auto, Group, Annuity, Hospital Indemnity, Property & Casualty.
'Contact Me' forms are outdated! Place our Schedule Appointment link on your website and turn your visitors into leads.
Receive an instant text alert when a quote is requested.
Share with co-workers!
ProducerMAX helps small agencies deliver great teamwork by sharing work calendars, to-do activities, and client information.
Agents maintain control by setting the access levels for agency leaders and co-workers.
ProducerMAX online platform is compatible with Mac, Windows and Chromebook.
Our mobile app is available on iOS and Android devices, including iPads and tablets.
It’s easy to set up and download.
Stop phone tag!
End the missed calls and back & forth messaging. Offer your clients the option to schedule meetings directly into pre-defined timeslots.
ProducerMAX automatically syncs with your Google and Outlook calendars.
Don't miss opportunities!
Ensure no sales opportunity goes to waste by keeping up with the needs of your clients and leads.
ProducerMAX will remind you of the client to-do activities.
Clients are the lifeline of any business, and we take every precaution to make sure the information is secured and protected.
We strictly adhere to all HIPAA compliance regulations. Our web app is hosted in a secured Amazon cloud.
Our mobile app encrypts data and documents to protect from malware apps.
Work From Anywhere!
Our mobile app makes it easy for agents to work from their phones anywhere, any time.
Click the button below to set up in your phone.
ProducerMAX has the potential to increase the productivity of agents by 25%
LeslieAgency Leader
Never saw a software like this..excellent solution for brokers/independent agents
DarinCaptive Agent
One of the pain points of an agent is as their book size grows their client retention rate shrinks and ProducerMAX helps them by tracking clients
DonAgency Leader
I like the fact that my client data continue to be in my laptop instead of Cloud with HIPAA encryption standards
RobinIndependent Agent
Customer Notes makes me knowledgeable when talking to a customer. Having meetings next to Notes is good
BobIndependent Agent
I like the software to work without an internet connection
AngieAgency Leader
We tried to customize Google CRM, Insightly but it's difficult to use as it is generic and every field needs to be customized for healthcare. Your software developed for healthcare agent is terrific!!