As agent's business grows, clients data spreads across carrier portals. ProducerMAX will help to unify client data and make it easily accessible on your devices. Our platform enables agents to maintain their client's information, including conversations, eligibilities, preferences, policies, and more.
Unify Clients
Client Profile
Simple & Quick Setup
Mobile CRM App
Real-time Notification
Agent
Branding
Integration & API
Client Management
To-Do List
Task Management
Birthday Alerts
Client Notes
Client Policies
Custom Fields
Upload Documents
Tough Security
AWS Hosting
Data Encryption
Simple to Learn
Easy to Use
ProducerMAX makes it easy for you to bring together your client data from multiple carriers and products to access the information from one page. ProducerMAX has intelligence to recognize and automatically integrate excel files from 15 leading Medicare carriers.
We know your business can take you to remote places. The ProducerMAX mobile app is designed to work without internet. You can be confident you'll have access to your client's profile, policies, notes, activities, and files - anywhere, any time.
This short video demonstrates the benefits of using ProducerMAX for you and your clients.
Recognizing your clients when they call is essential. Our mobile app notifies you when clients are calling.
