ProducerMAX - Sales agent CRM 7.8.5

Chum IT LLC ❘ Freeware ❘
iOS
fuori voti 30

Ultima versione
7.8.5 Cassaforte da installare

Questo non è un modulo da scaricare!

La banca dati di UpdateStar è gestita dagli utenti, per gli utenti.
Con il vostro supporto potrete aiutare tutti gli altri utenti a mantenere aggiornati i programmi installati. Riempite tutti i campi che sono non corretti o non aggiornati. Noi verificheremo e valuteremo il tuo contributo il più presto possibile.
Grazie per il sostegno ad UpdateStar!

Titolo:

Categoria:

Requisiti:

Android

iOS

Windows

Mac

Linux

Licenza:

Editore:

URL Editore:

Descrizione:

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.

Tag:

Breve descrizione:

Versione installata sconosciuto?

Versione corrente:

URL per il download:

URL per il download diretto:

URL per l'acquisto:

URL icona:

Schermata 1 URL:

Schermata 2 URL:

Schermata 3 URL:

Schermata 4 URL:

PAD file URL:

Commento:

Il tuo indirizzo e-mail:

Newsletter:

Inserisci il tuo indirizzo e-mail. Ti potremo contattare se avessimo domande riguardanti il tuo contributo. Non comunicheremo mai il tuo indirizzo e-mail a terze parti.

Schermate (Clicca per ingrandire)

Imparentato

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.

Ultima versione
7.8.5

Sicuro e libero download controllato da UpdateStar

Rimani aggiornato
con UpdateStar freeware.

Ultime recensioni

	Ashampoo Stop Recall Ashampoo Stop Recall: soluzione rapida e gratuita per disattivare Microsoft Recall in Windows 11
	CutOut professional Migliora il tuo fotoritocco con CutOut professional di Franzis.de!
	DataNumen Outlook Drive Recovery Ripristina facilmente i dati dell'unità Outlook con DataNumen Outlook Drive Recovery
	AnyMP4 MP4 Converter for Mac Trasforma la tua esperienza video con AnyMP4 MP4 Converter per Mac
	AnyMP4 iPhone Data Recovery Recupera i dati persi dell'iPhone con facilità utilizzando AnyMP4 iPhone Data Recovery
	AutoFTP Client Trasferimenti di file senza interruzioni con il client AutoFTP

Download più popolari

	UpdateStar Premium Edition Mantenere aggiornato il tuo software non è mai stato così facile con UpdateStar Premium Edition!
	Microsoft Edge Un nuovo standard nella navigazione web
	Google Chrome Browser Web veloce e versatile
	Microsoft Visual C++ 2015 Redistributable Package Migliora le prestazioni del tuo sistema con Microsoft Visual C++ 2015 Redistributable Package!
	Microsoft Visual C++ 2010 Redistributable Componente essenziale per l'esecuzione di applicazioni Visual C++
	Microsoft OneDrive Semplifica la gestione dei file con Microsoft OneDrive