ProducerMAX - Sales Agent CRM

ProducerMAX is a simple CRM app designed to make U.S. Healthcare field agents more productive and efficient. Agents can import their book of business from carrier portals and sync the data through a computer. Also, they can integrate their phonebook leads/clients and make a single complete repository of their client contact list.

Here are key features of the Mobile app that helps agents to manage their business on the go:

ACTIVITY CALENDAR

We understand that at the end of a meeting agent frequently do below actions, and we made it easy for the agent by adding the same to the activity screen. a. Schedule Follow-up meeting b. Capture keynotes for next steps Delight your clients with MORE KNOWLEDGEABLE DISCUSSIONS and TIMELY FOLLOW-UPS

CUSTOMER DOCUMENTS

We heard agents frustration on sharing client documents with Carrier or Agency. With the mobile app, the agent can now take a picture of client document (Medicare Card, SOA, Permission-to-Contact, Driving License, Drug List) and share it via E-Mail or Text Messenger at any time from anywhere. This feature will SAVE LOTS OF TIME!!!

AGE CALCULATOR

We heard from agent that Age Calculator would be handier in the mobile app instead of computer app. So, we made it available on the mobile app as well. Now, agent can avoid age calculation ERRORS during enrollment.

CUSTOMER PROFILE

Agent can access essential client information like MBI, Address, Email, Mobile number from the mobile. Also, Customer Status field is available for agents to differentiate Active client with Lead, Ex-Lead and Deceased.

CUSTOMER PLAN

Client plan tracking is always a challenging agent with growing business. We made it simple as now agent can import all their client plans from carrier portals and sync to mobile. Also, computer app has an amazing feature of commission forecast. Agent can get audit their commissions based on any Plan changes in mobile.

SYNCHRONIZATION

We innovated this SECURE solution just for agents!!! We made the data transfer between mobile and computer simpler. Just enter the HTTP URL/Link displayed on the mobile app into the computer app and entire data transfers safely via WiFi device. No internet. No Cloud. No Cable.

PRIVACY AND SECURITY

We won't access your data. We won't spam your mailbox. Your data always stays with you.

CUSTOMER SUPPORT

We included support center email address in the settings screen for you to send any questions, issues or suggestions with 1-click. Please do continue to encourage us by sharing your feedback and we will thrive to keep you excited with more features.

LIST OF FEATURES:
No internet. Work offline. No cloud. Data stored in 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 Daily or Weekly view of the calendar
IMPORTANT NOTES
ProducerMAX is also available as a Computer app, and it is a comprehensive app with features like import data from carrier portals, Commissions forecast, Reporting. Mobile app is a light-weight app having CRM features only. Both Computer and Mobile app goes well together, and you can securely transfer data via WiFi. We recommend you to install computer app along with mobile app so that you will be able to put them for a great use like import your book of business from carrier portals through computer app and sync it to mobile to access your client information on the go. If you are more interested in the desktop app, please do visit www.producermax.com
If you have any questions, please mail to support@chumit.com
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What’s New

Hello Agents!!!
We sincerely thank you for the feedback and it motivated us to add below MUST HAVE features:

CUSTOMER DOCUMENTS
Take a PICTURE of client doc (MedicareCard, DrivingLic) and SHARE via E-Mail at ANYTIME

AGE CALCULATOR
A SIMPLE Client Age calculator is in your palm now

CUSTOMER PLAN
No more MISSING COMMISSIONS as we forecast commissions based on PLAN CHANGES

SYNCHRONIZATION
We innovated this SECURE solution just for YOU!! Share data between mobile and computer via WiFi. NO CLOUD.
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Additional information

Updated
31 October 2019
Size
43M
Installs
100+
Current Version
1.0
Requires Android
5.0 and up
Content Rating
Everyone
Permission
Offered By
Chum IT LLC
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