ProducerMAX

Manage your data in HIPAA compliant CRM.Create SOA with a few clicks.NO INTERNET

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

FAX

Send your paper enrollment applications to carrier fax centers from your mobile via HIPAA certified server

BULK TEXT

Within a few clicks, send a text message to hundreds of your clients

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].