Simple Pricing
Annual Billing
Free Trial Starts Here
Good fit for independent agents
It includes: Web and
Mobile app with great features:
  • Unify your carrier excel files
  • Access client profile from any device
  • Activities and Follow-up reminders
  • Online appointment scheduler
  • Branded client self-service tools
Best fit for agency with captive agents
It includes: Agent listed features
Plus, below great features:
  • Agency-wide book of business view
  • Schedule activities for agents
  • Calendar Sharing
  • Integrate with agency website
  • Customizable agency reporting
Excellent fit for Carriers/Lead generators
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It includes: Agency listed features
Plus, below great features:
  • Leads distribution and tracking
  • Member outreach campaigns
  • Agent messaging
  • API integration
  • Customize CRM with your brand
Partners Avail Special Price
Are you affiliated with PlanAdvisors?
Avail discount on Annual billing

We are thrilled to form a strategic partnership with PlanAdvisors, one of the leading FMOs who help Medicare agents and agencies to optimize their Medicare health plan distribution. We offer a "Special Discount" to all of their downline agents and agencies.

Register here
Interested in partnership?
We can find an exciting win-win deal for you

We are on a mission to transform agents toward the digital age with comprehensive, compliant, easy-to-use tools. We are interested in growth partnerships. Ideas? Join us

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No. ProducerMAX is similar to other apps you use in computer or mobile. We've specified terms and conditions on usage of the tool in EULA document that you have to read and accept during registration process. If you have any questions, please send mail to
Yes. We encourage agents to have HIPAA BAA agreement. Please send mail to
We offer single-user license but for multiple devices only. If you want to buy multiple licenses, please send mail to for a special price.
Yes, we give FREE training webinars along with user guide
NO. ProducerMAX is available in Desktop and Mobile apps.
During trial period, you will be on a Standard plan so you can leverage the best benefits of the tool.
ProducerMAX comes in English only.
We know moving your data from current CRM tool is overwhelming and we will help you in the data migration.
Definitely. You can import your data using Excel template we provided in the software. If you think it is tedious, send mail to and we’ll work with you to import your data.
You are the owner of your data. You can export data at any time and uninstall the app from all of your devices. We won’t stop you at any time but if you can share the reason that would be helpful to improve our product and services.
Yes. We do a pro-rated based calculation based on monthly billing plan and transfer the balance to your account
Your access to the tool will be deactivated until you subscribe to a plan. We won't disturb your data and it will continue to reside with you in your device.
We support:
Computer – Win 7 and above operating system
Mobile – iOS and Android devices.
Absolutely. You can switch your plan at beginning of every month.
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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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