Integrate your client data from carrier portals with a few clicks to have a complete view of your clients in one secure place

Save effort and time searching for client information. Through ProducerMAX, you can find your clients' details – plans, doctors, medical conditions, medications, eligibilities, documents, appointments, and notes. ProducerMAX enhances your client relationships through more knowledgeable conversations by instantly accessing critical information from your mobile device.

Don't let your hard-earned commissions slip through your fingers due to glitches in carrier systems. ProducerMAX automatically forecasts calendar year commissions and allows you to do month-over-month tracking of every commission dollar you are owed.

Send reminders to clients before their policy renewal date. Track your client profile and identify cross/up sell opportunities based on special eligibilities like: Low Income, Dual, Veteran, Geography, Age

ProducerMAX encrypts your client data and documents on your computer and mobile devices using industry-leading cryptography algorithms to keep you compliant with HIPAA and NAIC cybersecurity regulations.