ProducerMAX - Sales agent CRM

ProducerMAX offers essential features that help Medicare agents to manage their business on the go:

SOA
Create SOA from your mobile/tablet and get the client's signature from the touchscreen. Email\Print\Share the SOA with your clients and access it any time

PLAN BENEFIT SUMMARY
Plan benefits at a glance across all carriers are now on your mobile. It is specially designed for your touch screen based operation with a clear, structured layout. SAVE TIME!!!

CUSTOMER PROFILE
Tracking customer details is always challenging with a growing business. ProducerMAX makes it easy for you to manage client information from your mobile

CUSTOMER DOCUMENTS
Take a PICTURE of client doc (MedicareCard, DrivingLicense, DrugList) and Email/Share it with Carrier/Agency at ANYTIME

CUSTOMER NOTES
Capture client conversation summary from keyboard or voice of your mobile.

PRIVACY AND SECURITY
We won't spam your mailbox.
Your data stays in your device.

List of Features:
No internet. Work offline. No cloud.
Data stored in the mobile
Multi-device support
Import client contacts in the mobile
Import client demographics plans from carrier portal
Add\Modify\View client plans
Filter activities by client
Take meeting notes on the go
Call, Message and email clients with 1-click
Log history and reminders of client meetings
Alert for calendar events
Take a picture or upload client document
View or Share client documents at any time
Vertical and horizontal orientation support
Seamless data synchronization between computer and mobile
HIPAA compliance encryption standards
Simple Client Age Calculator

If you have any questions, please mail [email protected].