Web SOA Registration

Agent Information for your SOA page


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Simple Pricing
Introductory Offer
$4.95 per month FREE for a limited time*

*Compliments of Plan Advisors, register by July 4th, 2020 and use ProducerMAX SOA FREE through December 31st, 2020. Agents do not have to be affiliated with Plan Advisors to take advantage of this offer.

Beginning January 1, 2021, agents can continue to use ProducerMAX SOA for $4.95/month on annual billing. There is no additional cost for ProducerMAX SOA if you are a ProducerMAX CRM subscriber.

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  • Track client policies, notes, demographics
  • Fax paper applications to carrier
  • Instant access to Plan Benefit Summary
  • Scan your client documents with security
  • Meet HIPAA and NAIC compliance standards
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