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Beskrivelse
ProducerMAX offers essential features that help Medicare agents to manage their business on the go List of Features: No internet. Work offline. No cloud. Data stored in the mobile Multi-device support Import client contacts in the mobile Import client demographics plans from carrier portal Add\Modify\View client plans Filter activities by client Take meeting notes on the go Call, Message and email clients with 1-click Log history and reminders of client meetings Alert for calendar events Take a picture or upload client document View or Share client documents at any time Vertical and horizontal orientation support Seamless data synchronization between computer and mobile HIPAA compliance encryption standards Simple Client Age Calculator If you have any questions, please mail [email protected].