--- title: "ProducerMAX Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about ProducerMAX Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/230049/ProducerMAX/" page_type: "product" language: "en" --- # ProducerMAX Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 20, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[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 Free version not included 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://www.g2.com/products/producermax/claim_requests/new?auto=true) ## 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. [4.9 (41)](https://www.capterra.com/p/171245/NextAgency/reviews/) Starting Price $30 Per User, Per Month Starting Price $85 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.8 (233) Value For Money 0.0 (0) Value For Money 4.9 (195) Customer Service 0.0 (0) Customer Service 4.9 (211) ## ProducerMAX alternatives [4.4 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.8 (659)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.3 (6,999)](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 [4.4 (4,092)](https://www.capterra.com/p/164283/Zendesk/reviews/) Starting price $115.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars ## FAQs about ProducerMAX Overview ### What company size and specific industries is ProducerMAX built for? ProducerMAX is designed for Medicare sales agents, making it best suited for individuals and organizations that work in Medicare-focused insurance sales. The vendor description does not specify a company size, but the product appears aimed at this specialized healthcare insurance segment rather than general business markets. Features and Usability ### What are the key features of ProducerMAX? ProducerMAX includes mobile access, appointment management, and scheduling for managing client interactions and calendars. It also offers contact management, customer database tools, and lead management features such as lead capture, lead generation, and lead qualification, plus sales pipeline management and a self service portal for insurance industry workflows. Getting Started and Support ### What customer support options does ProducerMAX offer? ProducerMAX provides Email/Help Desk support. No reviewer feedback about support experience is available, so customer sentiment on response times, helpfulness, or common issues cannot be summarized from the catalog data. ## Features AI summary Based on 14,838 CRM reviews Capterra reviewers highlight these as the features buyers care about most when choosing CRM software: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) ProducerMAX includes **Customer Database**, which gives teams a central place to store and manage customer information. However, it does not offer **Data Security** or **Real-Time Data**. Instead, it provides **Contact Management** (**44%**), another feature reviewers consider important. Together, these capabilities help businesses keep customer records organized and maintain clearer visibility into day-to-day relationship management. 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 ### All Features - 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 - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Mobile Access: Access software remotely via mobile devices - Sales Pipeline Management: Pipeline view and tracking lead status - Scheduling: Plan availability and assign specific time slots for tasks and resources - Self Service Portal: 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.