ProducerMAX is an agent-centric CRM platform for Medicare sale agents, designed to help brokers in every facet of the Medicare sales process. From any device - desktop or mobile - agents can use ProducerMAX to manage their book of business; unify data from carriers and upline; participate in carrier campaigns; schedule client outreach; integrate leads from source systems; and provide self-service tools to clients.

Healthcare CRM designed to help agencies manage lead capture, customer referrals, service tasks and more.