Great Value for

Affordable Price


Plan starts at $15/mo, less than a Medicare policy commission!

PRICE MATCH GUARANTEE: We will price match with any CRM you are currently using based on similar features of ProducerMAX.
Simple Pricing
Monthly
Annual
BASIC
Good fit for agents with small book of business
$19/mo
Basic includes: Computer OR
Mobile app with great features:
  • Prefilled CMS SOA template
  • View complete book of business
  • Local storage of data per HIPAA standards
  • Instant access to client information
  • Reminder on client birthday
Support
  • Software training sessions
  • Technical support on any issues in software
Free Trial Starts Here
STANDARD
Best fit for agents with good size of book of business
$38/mo
Standard includes: Computer plus
Mobile app with great features:
  • Import BookOfBusiness from carrier portals
  • Synchronize data with all devices
  • Access client information from any device
  • Advanced reporting with Excel Export
  • Producer credential management
Support
Everything in Basic, and:
  • Initial support to import data from carrier portals
Premium
Excellent fit for agency leaders
$75/mo
Premium includes: Standard plus
Commission module with great features:
  • Commission forecast
  • Import commission statement
  • Commission Actual vs Forecast
  • Override commissions
  • Policy renewal alerts
Support
Everything in Standard, and:
  • Ongoing support to import data from carrier portals
BASIC
Good fit for agents with small book of business
$15/mo
Basic includes: Computer OR
Mobile app with great features:
  • Prefilled CMS SOA template
  • View complete book of business
  • Local storage of data per HIPAA standards
  • Instant access to client information
  • Reminder on client birthday
Support
  • Software training sessions
  • Technical support on any issues in software
Free Trial Starts Here
STANDARD
Best fit for agents with good size of book of business
$30/mo
Standard includes: Computer plus
Mobile app with great features:
  • Import BookOfBusiness from carrier portals
  • Synchronize data with all devices
  • Access client information from any device
  • Advanced reporting with Excel Export
  • Producer credential management
Support
Everything in Basic, and:
  • Initial support to import data from carrier portals
Premium
Excellent fit for agency leaders
$60/mo
Premium includes: Standard plus
Commission module with great features:
  • Commission forecast
  • Import commission statement
  • Commission Actual vs Forecast
  • Override commissions
  • Policy renewal alerts
Support
Everything in Standard, and:
  • Ongoing support to import data from carrier portals
Partners Avail Special Price
Bishop Plan Advisors
Avail 15% discount on Annual price

We are thrilled to form a strategic partnership with Plan Advisors, one of the leading FMOs who help Medicare agents and agencies to optimize their Medicare health plan distribution. We offer a "Special Discount" to all of their downline agents and agencies.

PMAX-Partners
FMOs, MGAs,
Join for an exciting win-win deal

We are in a mission to transform agents towards digital age with complaince on cybersecurity regulations. We encourage any “RIGHTFUL PARTNERSHIP REGARDLESS OF SIZE” that can drive us through the mission.

PMAX-Partners
FAQ
No. ProducerMAX is similar to other apps you use in computer or mobile. We've specified terms and conditions on usage of the tool in EULA document that you have to read and accept during registration process. If you have any questions, please send mail to support@chumit.com
Yes. We encourage agents to have HIPAA BAA agreement. Please send mail to support@chumit.com
We offer single-user license but for multiple devices only. If you want to buy multiple licenses, please send mail to sales@chumit.com for a special price.
Yes, we give FREE training webinars along with user guide
NO. ProducerMAX is available in Desktop and Mobile apps.
During trial period, you will be on a Standard plan so you can leverage the best benefits of the tool.
ProducerMAX comes in English only.
We know moving your data from current CRM tool is overwhelming and we will help you in the data migration.
Definitely. You can import your data using Excel template we provided in the software. If you think it is tedious, send mail to support@chumit.com and we’ll work with you to import your data.
You are the owner of your data. You can export data at any time and uninstall the app from all of your devices. We won’t stop you at any time but if you can share the reason that would be helpful to improve our product and services.
Yes. We do a pro-rated based calculation based on monthly billing plan and transfer the balance to your account
Your access to the tool will be deactivated until you subscribe to a plan. We won't disturb your data and it will continue to reside with you in your device.
We support:
Computer – Win 7 and above operating system
Mobile – iOS and Android devices.
Absolutely. You can switch your plan at beginning of every month.
Download Mobile App
Give it a try for FREE today
  • Instant access to client information
  • 1-Click capture & share client document
  • Track client appointments & notes
  • Secure client sensitive data
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