ProducerMAX - Sales agent CRM 7.8.5

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:

• BULK TEXT: Efficiently send personalized text messages to clients with just a few clicks, simplifying communication efforts.
• SOA: Generate quick and user-friendly Scope of Appointment (SOA) forms with electronic signatures to ensure compliance and smooth sales procedures.
• PLAN BENEFIT SUMMARY: Instantly access plan benefits from all carriers through a user-friendly interface on your mobile device, enabling easy information retrieval.
• CLIENT PROFILE: Effectively manage client information on-the-go, assisting in organization and productivity enhancement as your clientele expands.
• 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.
• CLIENT NOTES: Record essential client conversations either manually or by voice input, ensuring meticulous tracking of details.

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:

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

For inquiries or support, please contact us at [email protected]. Discover the efficiency of ProducerMAX and elevate your Medicare sales operations today.