ProducerMAX - Sales agent CRM 7.8.5

Chum IT LLC – Freeware – iOS
aus 30 Bewertungen

Dies ist kein Download-Formular!

Die UpdateStar-Programmdatenbank wird von Anwendern für Anwender gepflegt.
Mit deiner Unterstützung hilfst du allen anderen Anwendern, ihr Software-Setup auf dem neuesten Stand zu halten. Bitte fülle alle Felder aus, die nicht korrekt oder nicht aktuell sind. Wir werden deine Aktualisierung schnellstmöglich berücksichtigen.
Vielen Dank, dass du UpdateStar unterstützt!

Titel:

Kategorie:

Anforderungen:

Android

iOS

Windows

Mac

Linux

Lizenz:

Hersteller:

Hersteller URL:

Beschreibung:

ProducerMAX is a comprehensive mobile tool developed for Medicare sales agents. This application is equipped with essential features to facilitate business management on the go, transforming the way agents interact with clients and optimize operational processes.

Key offerings of ProducerMAX include:
<ul>
 <li>BULK TEXT: Efficiently send personalized text messages to clients with just a few clicks, simplifying communication efforts.</li>
 <li>SOA: Generate quick and user-friendly Scope of Appointment (SOA) forms with electronic signatures to ensure compliance and smooth sales procedures.</li>
 <li>PLAN BENEFIT SUMMARY: Instantly access plan benefits from all carriers through a user-friendly interface on your mobile device, enabling easy information retrieval.</li>
 <li>CLIENT PROFILE: Effectively manage client information on-the-go, assisting in organization and productivity enhancement as your clientele expands.</li>
 <li>CLIENT DOCUMENTS: Capture client documents like Medicare cards or driver's licenses via your device's camera and conveniently share them with carriers or agencies at your convenience.</li>
 <li>CLIENT NOTES: Record essential client conversations either manually or by voice input, ensuring meticulous tracking of details.</li>
</ul>

ProducerMAX ensures the privacy and security of your data. The application emphasizes data protection, refrains from spamming your inbox, securely stores information on your device, and strictly adheres to HIPAA compliance encryption standards.

Additional Features:
<ul>
 <li>Offline functionality without internet connection dependency</li>
 <li>Data storage directly on the mobile device, eliminating reliance on cloud storage</li>
 <li>Multi-device support for seamless access across various platforms</li>
 <li>Ease of importing client demographics and plans from carrier portals</li>
 <li>Simple addition, modification, and viewing of client policies</li>
 <li>Activity filtering by client for improved organization</li>
 <li>Note-taking during meetings with reminder setting capabilities</li>
 <li>One-click communication with clients via call, message, or email</li>
 <li>Client document capture and sharing functionality at any time</li>
 <li>Support for both vertical and horizontal device orientations</li>
 <li>Data synchronization between computer and mobile device for seamless workflow transition</li>
 <li>User-friendly age calculator for quick determination of client age</li>
</ul>

For inquiries or support, please contact us at contact@producermax.com. Discover the efficiency of ProducerMAX and elevate your Medicare sales operations today.

Tags:

Kurzbeschreibung:

Installierte Version unbekannt?

Aktuelle Version:

Download URL:

Direkte Download URL:

Online-Shop URL:

Icon URL:

Screenshot 1 URL:

Screenshot 2 URL:

Screenshot 3 URL:

Screenshot 4 URL:

PAD Datei URL:

Kommentar:

Ihre E-Mail:

Newsletter:

Bitte gib deine E-Mail-Adresse ein, wenn wir dich für evtl. Rückfragen kontaktieren können. Wir geben deine E-Mail-Adresse niemals an Dritte weiter.

Screenshots (Klicken, um zu vergrößern)

Verwandte Produkte

Acano

Meet over audio, video, and web from your iPad and iPhone whenever ideas spark. Join the conversation in a space from wherever you are and with whomever you like. Spaces are virtual meeting rooms that offer an enhanced experience.

CurrentClient

A comprehensive solution for effectively managing your expanding business. Tailored for Financial Advisors, Insurance Agents, Estate Planners, Tax Professionals, and other professionals striving to maintain proactive client engagement.

Guided Hub

Feature List: Securely upload applications Use your camera to take pictures of the application Input only minimal customer and policy detail Get instant feedback showing that your applications have been received …

HaystackCRM

HaystackCRM is a mobile-first Customer Relationship Management (CRM) tool designed to effectively manage leads, prospects, and deals.

hc1 CRM

Enhance your organization's decision-making processes, elevate patient interactions, and foster robust provider connections with the top-rated healthcare Customer Relationship Management (CRM) system.

Linqrs Pro: Insurance Leads

Signing up is straightforward. Upon registration, you will begin receiving notifications whenever a new customer requires an insurance quote. That is the core function of Linqrs Pro.

Maxim Crane Mobile

Maxim Crane Mobile offers a comprehensive set of tools designed for sales professionals to efficiently submit, manage, and approve quotes related to Maxim Crane equipment rentals.

Powerhouse Insurance

This application serves as a valuable resource for insurance agents aiming to enhance their effectiveness in the field. It features a comprehensive quoting tool for all Final Expense products offered by Powerhouse Insurance, along with …

Regroup: Sober Living App

Regroup: Sober Living App This application is currently in beta and accessible by invitation only. Interested users should direct their requests to [email protected].

Resume Producer Pro

Resume Producer offers a straightforward solution for crafting, reviewing, and submitting professional resumes with ease.

▼ ▲

Neueste Version
7.8.5

Sichere, kostenlose Downloads geprüft von UpdateStar

Bleib up-to-date
mit UpdateStar Freeware.

Neueste Reviews

	Intel PROSet/Wireless Software Äußerst zuverlässige Konnektivität mit Intel PROSet/Wireless-Software
	AIMP Verbessern Sie Ihr Musikerlebnis mit AIMP!
	FlexiPDF FlexiPDF: Das ultimative PDF-Bearbeitungstool
	Microsoft Visual Studio 2010 Tools for Office Runtime Verbessern Sie Ihre Office-Tools mit Microsoft Visual Studio 2010 Runtime
	FireAlpaca FireAlpaca: ein vielseitiges und benutzerfreundliches Malwerkzeug
	MSI Kombustor Bringen Sie Ihre Grafikkarte mit MSI Kombustor ans Limit!

Beliebteste Downloads

	UpdateStar Premium Edition Mit der UpdateStar Premium Edition war es noch nie so einfach, Ihre Software auf dem neuesten Stand zu halten!
	Microsoft Visual C++ 2015 Redistributable Package Steigern Sie Ihre Systemleistung mit Microsoft Visual C++ 2015 Redistributable Package!
	Microsoft Edge Ein neuer Standard beim Surfen im Internet
	Google Chrome Schneller und vielseitiger Webbrowser
	Microsoft Visual C++ 2010 Redistributable Wesentliche Komponente zum Ausführen von Visual C++-Anwendungen
	Microsoft Update Health Tools Microsoft Update Health Tools: Stellen Sie sicher, dass Ihr System immer auf dem neuesten Stand ist!