ProducerMAX - Sales agent CRM

ProducerMAX is very useful CRM tool that is customized for insurance professionals. The app is easy to set up and synchronize with your book of business across multiple carriers. The customer information is available off line, which makes the app a life saver. The ability to create and manage activities like birthday reminders is invaluable. I highly recommend ProducerMAX.

Producer Max is a great CRM tool for keeping track of your book of business. AHIP compliant which is very important in our line of business. I like the convenience of been able to extract the book so it can be used in different ways like marketing and retention. I recommend this app.

This program makes my professional life so much easier. My only wishbone that I had it 10 years ago! It is super easy to navigate and the additional support received is second to none!