ProducerMAX is an easy-to-use client relationship management (CRM) tool that integrates data from each of your carrier portals into one centralized platform. With ProducerMAX you can manage, maintain, and track your book of business from anywhere – even on the go! This robust tool has the features to enable you to better serve your clients and close more business.
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The ProducerMAX CRM was designed for ease-of-use with little training required. A 1-hour live training is offered to equip agents with the knowledge they need to get the most out of the ProducerMAX tool. Additionally, ProducerMAX’s support team provides convenient support videos that agents can refer back to at any time as well as support professionals ready to answer any questions an agent may have.