ProducerMAX offers tools that allow clients to complete an SOA form, schedule an appointment, update their drugs and more. Learn more below about how we empower your clients and save you time.
Our self-service tools can be accessed from Facebook. Add a Call-to-Action to your Facebook business page, such as Get-a-Free Quote and prospects will be directed to your ProducerMAX Client Self-Service web page.
Receive an instant text alert and email message whenever a client or lead completes a self-service task, such as scheduling an appointment, requesting a quote, or completing an SOA form. The information will be available in your CRM account as well.