ProducerMAX
A low-cost, mobile-centered CRM for Medicare agents that unifies carrier spreadsheets, completes CMS Scope of Appointment forms and sends client self-service links, with Enterprise tools for carriers and lead generators to distribute leads and outreach campaigns to agents.
What it costs
Agent plan at $35 per month for a single user on multiple devices; Agency plan at $30 per user per month; Enterprise pricing on request. Annual billing is offered with pro-rated refunds on cancellation, there is no contract, and plans can be switched at the start of each month. No setup fee is stated, and the vendor offers help with data migration. Agents affiliated with the FMO PlanAdvisors are offered a discount on annual billing.
Trial and access: Free 30-day trial on the Standard plan with self-serve registration; no contract.
Who it suits
- Independent Medicare agents who work mainly from a phone or tablet
- Agents who receive carrier book-of-business spreadsheets and want them in one place
- Small captive agencies that share calendars and client records
- Carriers and lead generators distributing leads and outreach campaigns to agents (Enterprise)
What it includes
| Insurance workflow | |
|---|---|
| Policy & renewal records | Included |
| Commission tracking | Not stated |
| ACORD forms & certificates | Not stated |
| Comparative rating / quoting | Not stated |
| Carrier records & downloads | Included |
| Producer licensing tracking | Not stated |
| Health insurance quoting | |
| Household records (members under one client) | Not stated |
| ACA marketplace quoting | Not stated |
| HealthSherpa connection (ACA) | Not stated |
| HealthSherpa connection (Medicare) | Not stated |
| Medicare plan comparison | Not verified |
| Individual Medicare quotes (drugs, pharmacy) | Not stated |
| SunFire quoting connection | Not stated |
| Provider network lookup | Not stated |
| Disruption alerts (carrier exits, network changes) | Not stated |
| Plan exit and network map | Not stated |
| Client communication | |
| Integrated phone system | Not stated |
| Integrated SMS | Not verified |
| Integrated email | Not stated |
| Integrated fax | Included |
| Integrated invoicing & payments | Not stated |
| AI receptionist | Not stated |
| Client portal | Not verified |
| E-signature | Not verified |
| Platform | |
| Workflow automation | Not stated |
| Custom fields & objects | Included |
| Public API | On selected plans |
| Integration marketplace | Not stated |
| White-label / rebranding | On selected plans |
| Mobile app | Included |
| Multi-language interface | Not offered |
| Reporting & dashboards | On selected plans |
| Buying it | |
| Published price list | On selected plans |
| Free plan | Not offered |
| Free trial | Included |
| Self-serve signup | Included |
What it does well
- Low published per-user pricing with a 30-day trial and no contract.
- Mobile apps on iOS and Android that work offline.
- Built-in CMS Scope of Appointment forms and client self-service links for SOA, drug updates and appointment requests.
- Faxing paper applications to carriers is included at no additional cost.
Where it falls short
- No commission tracking, quoting engine connections or native calling are described.
- English only, per the vendor FAQ.
- API integration and custom branding are limited to the Enterprise tier.
- Public training material is dated: the vendor's YouTube uploads run from 2018 to 2022 and the user guide is not public.
See it in motion
Videos are hosted on YouTube and load only when you click. We link independent walkthroughs where they exist, not only vendor marketing.
Official documentation
Sources
- ProducerMAX pricing page and FAQ
- ProducerMAX home page
- ProducerMAX client relationship management page
- ProducerMAX client self-service links page
- ProducerMAX agent messaging system page
- ProducerMAX free 30-day trial registration
- ProducerMAX on the Apple App Store (vendor listing, version 7.8.7, Feb 2025)
- ProducerMAX YouTube channel
Everything on this page traces back to one of these. Checked 2026-10-05.
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