---
title: "ProducerMAX - Sales agent CRM - Reviews, Revenue and Downloads in United States | Apple App Store"
description: "****************** Introducing ProducerMAX, the ultimate mobile companion for Medicare sales agents. Designed with essential features to empower you to manage your business on the go, ProducerMAX revo"
---

# ProducerMAX - Sales agent CRM — United States
> All-in-One for Medicare Agent

![ProducerMAX App Icon](https://is1-ssl.mzstatic.com/image/thumb/Purple221/v4/5b/33/cc/5b33cc0f-bab3-2369-e3f5-142517701ead/AppIconMAX-0-0-1x_U007emarketing-0-8-0-85-220.png/434x0w.png)

**Developer:** [Chum IT](https://apptail.io/developer/chum-it-nflb)
**Category:** Business
**Rating:** 5.0/5 (31 ratings)
**Price:** Free
**Bundle ID:** com.chumit.producermax
**Store:** Apple App Store
**Country:** United States
**Version:** 7.8.7 (released 2026-02-18)
**Original Release:** 2018-10-18
**Languages:** English

**App Store Link:** [Download on Apple App Store](https://apps.apple.com/us/app/app/id1438601007)
**AppTail Page:** [https://apptail.io/app/producermax-sales-agent-crm-zIhe/united-states](https://apptail.io/app/producermax-sales-agent-crm-zIhe/united-states)

## ProducerMAX Description
******************
Introducing ProducerMAX, the ultimate mobile companion for Medicare sales agents. Designed with essential features to empower you to manage your business on the go, ProducerMAX revolutionizes the way you engage with your clients and streamline your operations.

Here's what ProducerMAX offers:

BULK TEXT
Send personalized text messages to your clients within just a few clicks, saving you time and effort in communication.

SOA
Create quick and easy-to-use Scope of Appointment (SOA) forms with electronic signatures, ensuring compliance and efficiency in your sales process.

PLAN BENEFIT SUMMARY
Access plan benefits across all carriers at a glance, right from your mobile device. With a user-friendly touch screen interface and structured layout, it's never been easier to stay informed and save valuable time.

CLIENT PROFILE
Easily manage client information from your mobile device, helping you stay organized and efficient as your business grows.

CLIENT DOCUMENTS
Snap a picture of client documents such as Medicare cards, driver's licenses, or drug lists, and effortlessly email or share them with carriers or agencies at any time.

CLIENT NOTES
Capture important client conversation summaries using your mobile keyboard or voice input, ensuring you never miss a detail.

PRIVACY AND SECURITY
Rest assured that your data is safe and secure with ProducerMAX. We prioritize your privacy and never spam your mailbox. Your data stays securely stored on your device, and we adhere to strict HIPAA compliance encryption standards.

Additional Features Include:
- Work offline with no internet connection required
- Store data directly on your mobile device, with no reliance on cloud storage
- Multi-device support for seamless access across different devices
- Import client demographics and plans from carrier portals
- Easily add, modify, and view client policies
- Filter activities by client for efficient organization
- Take meeting notes on the go and set reminders for client meetings
- One-click call, message, and email clients for quick communication
- Capture client documents and share them at any time
- Support for both vertical and horizontal device orientations
- Synchronize data seamlessly between your computer and mobile device
- Simple age calculator to quickly determine client age

For any inquiries or assistance, please don't hesitate to contact us at contact@producermax.com. 

Experience the power of ProducerMAX and take your Medicare sales to new heights today!

## ProducerMAX Screenshots
- [Screenshot 1](https://is1-ssl.mzstatic.com/image/thumb/Purple122/v4/cc/2f/25/cc2f2520-a059-9a5e-bf72-25bf663562a6/117fa2d4-8d94-4f96-907b-aefda591d419_6.5.png/1242x2688.png)
- [Screenshot 2](https://is1-ssl.mzstatic.com/image/thumb/Purple112/v4/12/46/32/124632ed-e190-bce8-1b8d-740fc501f806/53179953-ba63-4505-b172-508fa32c6fba_6.5__U2013_2.png/1242x2688.png)
- [Screenshot 3](https://is1-ssl.mzstatic.com/image/thumb/Purple122/v4/bc/1f/7f/bc1f7ff3-ac61-cdf4-21f6-f920cbed8580/6452d3ab-f9e8-4faf-8fd9-01ac99a6b775_6.5__U2013_3.png/1242x2688.png)
- [Screenshot 4](https://is1-ssl.mzstatic.com/image/thumb/Purple122/v4/e6/b1/65/e6b16508-3358-5545-37f9-52d48b522847/bc7771ab-be93-48b4-96c2-5a3faf678876_6.5__U2013_4.png/1242x2688.png)
- [Screenshot 5](https://is1-ssl.mzstatic.com/image/thumb/Purple122/v4/18/90/c7/1890c75d-34ce-de6d-61f7-551914e41ae5/a30e1053-1dd7-4a4e-b2ec-6da333079d0a_6.5__U2013_5.png/1242x2688.png)
- [Screenshot 6](https://is1-ssl.mzstatic.com/image/thumb/Purple112/v4/b6/a7/d3/b6a7d378-7dc2-0c46-c92f-14c1fc52cf08/5f7e9c85-37cb-4c3c-a25d-fc7409e42267_6.5__U2013_6.png/1242x2688.png)
- [Screenshot 7](https://is1-ssl.mzstatic.com/image/thumb/Purple112/v4/74/2c/32/742c3288-a929-be9d-0b9a-8ea7c2bfba47/511320eb-b97c-4e49-86a9-416bfcd354d3_6.5__U2013_7.png/1242x2688.png)

## ProducerMAX Rating Breakdown in United States
- 5 stars: 31 (100%)
- 4 stars: 0 (0%)
- 3 stars: 0 (0%)
- 2 stars: 0 (0%)
- 1 stars: 0 (0%)

## ProducerMAX Reviews in United States

### ***** "Fantastic app!"
This app and company is amazing!! Highly recommend for best CRM. Can’t wait until they contact me to set up the CRM
-- reeceRD, 2020-02-11

### ***** "Great way to stay organized"
Easy to use. Wonderful way to keep track of all you appts/notes about each client. Hanuman was very helpful and nice when going through the tutorial with me. Thank you
-- smhj1113, 2019-12-08

### ***** "New user/new agent"
Once I watched the video and got logged in the app is very easy. Keeps info secure and so organized!
-- ErinVANDPRI, 2019-09-12

### ***** "Brilliant"
Mahalo nui loa for this app! This is going to help my business so much! I appreciate you guys!
-- luckykauaigirl, 2019-07-26

### ***** "This application is absolutely AMAZING!"
This will make my job so much more productive and efficient!! I highly recommend!
-- NRKP1, 2019-07-25

### ***** "An awesome tool!"
If I’d had this five years ago, I’d have already doubled my income. I’m excited for the next step!
-- Jblakekauai, 2019-07-23

### ***** "ProducerMAX"
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.
-- Bradley@planadvisorshawaii, 2019-07-22

### ***** "Helpful tool"
I think this app will be very useful.
-- TTKRA, 2019-06-13

### ***** "Muy Bien so Easy"
Hanuman was an expert educator on the app and imported my data with ease! Also gave great tips for using and information on what’s to come! Great support!
-- Alicia at Friendly, 2019-06-11

### ***** "Great CRM tool"
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.
-- SBA 2017, 2019-06-10

[View all ProducerMAX reviews and detailed analytics on AppTail](https://app.apptail.io/signup?utm_campaign=ai-crawl&utm_content=reviews)




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## ProducerMAX Available In
- [United States](https://apptail.io/app/producermax-sales-agent-crm-zIhe/united-states)
- [India](https://apptail.io/app/producermax-sales-agent-crm-zIhe/india)

---

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