Plan Advisors Blog

ProducerMAX Introduces 3 New Features

Posted by Lance Hoeltke on Mon, Dec 23, 2019 @ 09:00 AM

ProducerMAX recently released new features that are designed to help agent better serve clients post-AEP and beyond. From increased ease of use to expanded capabilities, the new features offer tools that most agents in the industry have been lacking.

Summary of the 3 new ProducerMAX features and how they benefit agents: 

1. Instantly View Plan Benefits
When a client reaches out with a question about their plan's benefits, agents can now easily review a summary of those benefits at glance. The Plan Benefit Summary feature gives agents instant access to plan details whether they're on-the-go or in the office.

Agents can even pin their favorite plans for 1-click access at any time.

2. Easily Track Lead Status

Enhancements to ProducerMAX's Lead Tracking feature makes it easier than ever to keep track of the status of leads, including details such as benefit/plan interests, referral source, and outcome.

3. Conveniently Access In-App Training

New in-app training tutorials show users how to get the most out of the ProducerMAX app right within the app's features. Look for the "Tour" button at the top of the app screen to see a walk-through of how to use the feature.


Download/upgrade the ProducerMAX app today to start using these new features.