ProducerMAX
Organize Your World with a CRM Made for Medicare Agents
ProducerMAX is an easy-to-use client relationship management (CRM) tool that integrates data from each of your carrier portals into one centralized platform.
With ProducerMAX you can manage, maintain, and track your book of business from anywhere – even on the go! This robust tool has the features to enable you to better serve your clients and close more business. Check out the FREE mobile app!
Choose a Compliant, Completely Secure CRM
ProducerMAX Features:
- Unified book of business from every carrier
- Schedule and organize activities and appointments
- Document capture, organization, and storage
- Commissions tracking, auditing, and forecasting
- E-scope of Appointment functionality
- Comprehensive certification tracking and reminders
- On-the-go access to client data with mobile app
- Localized storage option – data is stored safely on your device (icon/graphic)
- HIPAA-certified cloud-based storage option – syncs data across devices while maintaining encryption
The ProducerMAX CRM mobile app is free to Plan Advisors brokers to make managing your book of business simple, whether you’re in the office or on the field.
Start a conversation with Plan Advisors to learn how to get access to tools like ProducerMAX. Already a Plan Advisors broker?
Request a demo of the ProducerMAX CRM or get the FREE mobile app.
