Light-Weight CRM

Experience Simplicity

Tailored for Health Insurance Agents
Most CRMs aren’t built for Healthcare, and they contain features that won’t fit your needs. At ProducerMAX, they know Sales Agents and designed tool based on their feedback. 
Don’t you want a tool that understands your language?

ProducerMAX CRM for Agents

ProducerMAX consolidates your Clients, Contacts, Conversations, Certificates, and Commissions all in one place!
Offers:
  • A Complete Book of Business
  • Instant Access to Client Data
  • Track client appointments & notes
  • 1-Click Document Management
  • Commission Forecast
  • Secure client sensitive data
ProducerMAX

Features

Beyond CRM, an All-in-One tool

Local Storage

Instant access to client data
ProducerMAX is designed to give you the freedom to have instant access to your client information from anywhere at any time without internet connection. You can viewaddupdate your client plans, documents, demographics, contacts, conversations on the go!

Agent Data Centralization

Carrier agnostic importer
They know your data is spread across multiple carrier portals and spreadsheets. ProducerMAX developed a healthcare carrier agnostic through which you can quickly load your data into your device. 
Let them help you to manage your data so that you can get back to selling as quickly as possible.

Advanced Data Encryption

Meet HIPAA and NAIC Compliance
Let us take the worry out of HIPAA and NAIC cybersecurity regulations. ProducerMAX was designed to protect data within your device with leading cryptography algorithms.

Light-Weight CRM

Tailored for Health Insurance Agents

Most CRMs aren’t built for Healthcare, and they contain features that won’t fit your needs. At ProducerMAX, we know Sales Agents and designed tool based on their feedback. 

Commissions Calculation

Forecast future earnings
Have you ever struggled to forecast your commissions? With a click of button, ProducerMAX can forecast Medicare commissions for all major carriers through the end of the year. ProducerMAX’s audit feature will also help you find where you were not paid correctly.

Producer Credentials

Track your renewals from one place

At ProducerMAX, they understand you need to renew your credentials to stay in business. ProducerMAX provides a simple but comprehensive credential tracker through which you will be able to track all your Certificate, License, Insurance, Appointment, Contract, Education from single place. You can share your documents (like License) with carrier or agency at any time.

Video Tutorials

Mobile App Overview

A brief overview of ProducerMAX mobile features specific to customer plans, notes, and documents.

Complete Mobile App Tutorial

Complete tutorial for the Producer Max Mobile App.

Desktop Application Tutorial

Guide to navigation and use of the ProducerMAX web application.