Description
ProducerMAX offers essential features that help Medicare agents to manage their business on the go
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].
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Create SOA from your device and get the client's signature from the touchscreen. Email\Print\Share the SOA with your clients and access it any time
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Plan benefits at a glance across all carriers are now on your computer. It is specially designed for your screen based operation with a clear, structured layout. SAVE TIME!!!
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Tracking customer details is always challenging with a growing business. ProducerMAX makes it easy for you to manage client information from your mobile
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Capture client conversation summary