Plan Advisors

Your Neighborhood Medicare Advisors

ProducerMax CRM

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.

Ready to learn more about ProducerMAX? We can help – simply fill out this form to speak with a Plan Advisors team member or keep reading to learn more.

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Convenient and Compliant

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
  • HIPAA and NAIC compliance with advanced data encryption
  • Comprehensive certification tracking and reminders
  • On-the-go access to client data with mobile app

Completely Secure

  • HIPAA and NAIC compliant
  • Advanced encryption protects against cyberattacks
  • Localized storage option – data is stored safely on your device
  • HIPAA certified cloud-based storage option – syncs data seamlessly across multiple devices while maintaining encryption protection

Your book of business at your fingertips

Benefits

  • Consolidates your book of business from multiple carriers into one convenient contact database
  • Designed to get to your client information in as little as 2-3 clicks
  • Works without an internet connection so you can access your client data from anywhere
  • Get client signatures on-the-go with E-scope of Appointment
  • Securely capture and manage client documentation
  • Sync data across all of your devices, including tablet, smartphone, and computer

Get the most out of ProducerMAX

The ProducerMAX CRM was designed for ease-of-use with little training required. A 1-hour live training is offered to equip agents with the knowledge they need to get the most out of the ProducerMAX tool. Additionally, ProducerMAX’s support team provides convenient support videos that agents can refer back to at any time as well as support professionals ready to answer any questions an agent may have.

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Pricing

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Basic

Standard

Premium
Annual Agreement $15/month $30/month $60/month
Monthly Agreement $19/month $38/month $75/month
 

Basic Includes:
Computer app with great features:

  • Import Book of Business from carrier portals
  • View complete book of business
  • Local storage of data per HIPAA standards
  • and More!

Standard Includes: Basic plus
Mobile app with great features:

  • Synchronize client data and mobile
  • Instant access to client information
  • Producer credential management
  • and More!

Premium includes: Standard plus
Commission module with great features:

  • Commission forecast
  • Import commission statement
  • Override commissions
  • and More!