Plan Advisors Blog

New ProducerMAX CRM Features Released Last Month

Posted by Lance Hoeltke on Mon, Feb 10, 2020 @ 09:30 AM

ProducerMAX, the easy-to-use client relationship management (CRM) tool designed specifically for agents, recently released new features that continue to make agents' lives easier. 

Here's an overview of the new ProducerMAX features:

Bulk Text Functionality

You can now send a group text message to up to 50 clients. Similar to the standard text message functionality, you can include an image/photo in the bulk text message as well.

The text message still appears to be coming from your mobile number and responses from the client are sent back to your mobile device.

Touch ID Authentication

New Touch ID authentication makes it easier than ever to access your book of business in ProducerMAX. This feature can be enabled within the app.

Additionally, the added security is beneficial should you ever lose your mobile device or need to send it to a technician for troubleshooting.

Export Your Client Mailing List

Even though the Medicare industry is making strides in its turn towards technology, it's still common practice for agents to reach out to their clients through mailers. Using ProducerMAX, you can now export your client mailing list to your email, which can be imported into your traditional campaign tools.

ProducerMAX is the industry's leading app that enables you to manage, maintain, and track your book of business from anywhere. And the creators of ProducerMAX continue to update the app to fit the needs of agents. Some upcoming features include E-fax paper apps or SOA documents to carriers  and the ability to scan multiple images into a customer document.