ProducerMAX

ProducerMAX is an agent-centric CRM platform developed for insurance agents who sell Medicare products. Medicare sales is a specialised and highly regulated field: agents must manage large books of business, track annual enrolment periods, follow strict marketing and compliance rules, and maintain relationships with clients whose needs change as they age. General-purpose CRM systems often lack the data structures and workflows required for this environment. ProducerMAX addresses this by providing a CRM built around the daily work of Medicare agents, including lead handling, client management, policy tracking and follow-up. The product is associated with Chumit, reflected in its website, and it focuses on helping independent agents and agencies organise their pipelines, retain clients and grow their businesses efficiently. Its approach emphasises simplicity and relevance, so that agents can spend less time on administration and more time advising clients.

Key features include contact and household records, lead management and tracking, policy and plan details for Medicare Advantage, Medicare Supplement and prescription drug plans, and reminders tied to birthdays, enrolment windows and policy anniversaries. Task and activity management helps agents schedule calls and appointments, while communication tools support email and messaging campaigns for renewals and service updates. Commission tracking and reporting give agents and agency owners visibility of revenue and production levels. Document storage keeps applications and consent records in one place, supporting compliance with regulatory requirements. The platform is cloud-based and accessible from desktop and mobile devices, which suits agents who work in the field or from home. Agency-level features allow principals to oversee downline agents, distribute leads and monitor performance. ProducerMAX is aimed at independent Medicare agents, field marketing organisations, insurance agencies and call centres focused on senior market products in the United States. Pricing starts from around USD 30; there is no free trial and no permanently free version.