As your business grows, ProducerMAX client management will help you organize and make use of to your ever-expanding client data. Our platform enables agents to maintain their client's information, including conversations, eligibilities, preferences, policies, and more.
Simple & Quick Setup
Mobile CRM App
Integration & API
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.