ProducerMAX - Sales agent CRM 7.8.5

Chum IT LLC – Freeware – iOS
dos votos de 30

Versão mais recente
7.8.5 Seguro para instalar

Esta não é uma forma de download!

O banco de dados de programas do UpdateStar é mantido pelos usuários, para os usuários.
Com o seu apoio, você pode ajudar outros usuários a manterem seus programas atualizados. Preencha os campos que estejam incorretos ou desatualizados. Iremos verificar e avaliar a sua contribuição o mais breve possível.
Obrigado por apoiar a UpdateStar!

Título:

Categoria:

Requisitos

Android

iOS

Windows

Mac

Linux

Licença:

Editor:

URL do editor:

Descrição:

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:

Breve descrição:

Versão instalada desconhecida?

Versão atual:

URL para Download:

URL para download direto:

URL para compra:

Ícone da URL:

Capturas de tela 1 URL:

Capturas de tela 2 URL:

Capturas de tela 3 URL:

Capturas de tela 4 URL:

URL do arquivo PAD:

Comentários:

Seu e-mail:

Boletim informativo:

Por favor, digite seu endereço de e-mail, para que possamos contatá-lo, no caso de surgir alguma dúvida sobre sua contribuição. Nunca iremos fornecer seu endereço de e-mail para terceiros.

Capturas de tela (Clique para ampliar)

Produtos relacionados

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.

▼ ▲

Versão mais recente
7.8.5

Downloads seguros e gratuitos verificados pelo UpdateStar

Mantenha-se atualizado
com o UpdateStar gratuito.

Últimas revisões

	uTorrent Torrent simplificado com o uTorrent Final
	Viber Fique conectado com o aplicativo de mensagens Viber
	Visual Studio Code Poderoso e versátil: o Visual Studio Code é o melhor amigo de um desenvolvedor
	Microsoft Edge Um novo padrão na navegação na Web
	Brave Browser Experimente uma navegação mais rápida, segura e focada na privacidade com o Brave Browser!
	Microsoft OneDrive Simplifique o gerenciamento de arquivos com o Microsoft OneDrive

Downloads mais populares

	UpdateStar Premium Edition Manter seu software atualizado nunca foi tão fácil com o UpdateStar Premium Edition!
	Microsoft Visual C++ 2015 Redistributable Package Aumente o desempenho do seu sistema com o Microsoft Visual C++ 2015 Redistributable Package!
	Microsoft Edge Um novo padrão na navegação na Web
	Google Chrome Navegador da Web rápido e versátil
	Microsoft Visual C++ 2010 Redistributable Componente essencial para executar aplicativos do Visual C++
	Microsoft Update Health Tools Ferramentas de integridade do Microsoft Update: Certifique-se de que seu sistema esteja sempre atualizado!