What is our Client Self-Service solution?

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.


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ProducerMAX - Client Self-Service
Click & Experience
Click any tile to experience the tool from client perspective
Agent Ease-of-Use
Watch the short video about our WebSOA and see how easy it is to share the link with clients through text or email, and receive the completed information into your inbox and CRM account.
ProducerMAX - No Website? No Problem
No Website? No Problem

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.


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Real-time Alerts!

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.


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ProducerMAX - Real-time Alerts
Download Mobile App
Don't you and your business deserve these benefits?
  • Instantly complete CMS SOA form for walk-in leads
  • Fax paper application to carriers with no additional cost
  • Access client information without an internet connection
  • Refer nationwide plan summary of benefits with one-click
  • Safeguard client data & documents from malware apps
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Live Demo