# ProducerMAX Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about ProducerMAX Software - reviews, pricing plans, popular comparisons to other CRM products and more.

Source: https://www.capterra.com/p/230049/ProducerMAX

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# 

 ProducerMAX Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)

ProducerMAX

## What is ProducerMAX?

ProducerMAX is an agent-centric CRM platform for Medicare sale agents, designed to help brokers in every facet of the Medicare sales process. From any device - desktop or mobile - agents can use ProducerMAX to manage their book of business; unify data from carriers and upline; participate in carrier campaigns; schedule client outreach; integrate leads from source systems; and provide self-service tools to clients.

## What is ProducerMAX used for?

[Insurance CRM](https://www.capterra.com/insurance-crm-software/)[Healthcare CRM](https://www.capterra.com/healthcare-crm-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/)

Top alternative

Featured

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$30

Per User, Per Month

Free trial  
not available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for ProducerMAX?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.chumit.com/&name=ProducerMAX)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### ProducerMAX

0.0

VS.

[4.4 (18,782)](https://www.capterra.com/p/61368/Salesforce/reviews/)

Starting Price

$30

Per User, Per Month

Starting Price

$25

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.0 (858)

Value For Money

0.0 (0)

Value For Money

4.0 (785)

Customer Service

0.0 (0)

Customer Service

4.1 (762)

## ProducerMAX alternatives

[4.3 (6,973)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Starting price

$14.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

[4.5 (4,458)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

Starting price

$20.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[4.6 (145)](https://www.capterra.com/p/233684/ShiftCare/reviews/)

Starting price

$8.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

Highest Rated

[4.7 (154)](https://www.capterra.com/p/90493/ECP/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Appointment Management

Manage various aspects of appointments including booking, rescheduling, canceling

Contact Management

Manage, organize, and store contact information

Customer Database

A collection of customer information such as contact details, demographics, previous interactions, etc.

For Insurance Industry

Intended to be used by insurers

HIPAA Compliant

Compliant with HIPAA, which sets standards for sensitive patient data protection

Lead Capture

Automatically identify and save contact information of potential customers

ProducerMAX 13 features

Manage various aspects of appointments including booking, rescheduling, canceling

Manage, organize, and store contact information

A collection of customer information such as contact details, demographics, previous interactions, etc.

Intended to be used by insurers

Compliant with HIPAA, which sets standards for sensitive patient data protection

Automatically identify and save contact information of potential customers

Manage the process of attracting and converting business prospects into leads

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Score a lead on their quality or likelihood to buy based on certain behaviors

Access software remotely via mobile devices

Pipeline view and tracking lead status

Plan availability and assign specific time slots for tasks and resources

Online portal through which end users can access the system, manage tasks, or obtain information

Get Advice

We can help you find the software with the features you need.

## Pricing

Basic

$30.00

Per User,Per Month

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

## Top-rated software of 2026

### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.

Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)