BUY CRM FOR INSURANCE NOW
CRM for Insurance is designed for Insurance professionals.
Our Insurance Database for Act! is a customized Act! v21 Premium or
Pro database for the Insurance industry. It helps you take control of your insurance agency and effectively manage your client relationships.
WHY YOU SHOULD BUY CRM for Insurance helps you grow your business by attracting new clients and getting more from existing relationships. And our simple, easy to use insurance database is a great way to build and manage your client base, without having to pay a high cost or monthly fees for unused features. This vertical solution is a great start and a right fit for industry information and processes tailored for your needs. Additional customization can be made using Act! and without the need or expense of a programmer.
Centralize Agency Contacts, Policy Information and Employer
Participation for Easy Organization
Keep contact information at your fingertips using a database and corresponding screens designed specifically for insurance professionals.
Take advantage of
standard Act! v21 features by recording notes and attaching critical documents - all tied to a Contact Record providing you with a comprehensive view. Keep track
of important interactions with your clients by tracking meetings,
phone calls, renewal dates, etc. Easily manage follow-ups by
creating activities or assigning to other team members within your
organization.
INSURANCE PRODUCT FEATURES
 |
INSURANCE CLIENTS AND CONTACTS |
 |
PERSONAL INFO FOR THE CLIENT |
 |
COMMERCIAL POLICIES |
 |
PROPERTY AND CASUALTY POLICIES |
 |
HEALTH POLICIES |
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INDIVIDUAL POLICIES |
 |
OTHER POLICIES |
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POLICY RENEWALS AND EXPIRATIONS |
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COMPANIES OR ORGANIZATIONS |
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POLICY COMMISSION TRACKING |
In addition to
CRM for Insurance Database for Act! Premium Cloud (an Act! Hosted Solution with Web, Mobile and Windows access), Insurance
Database for Act! Premium v21 (Self-Hosted Windows, Web and Web Mobile) or Act! Pro v21 (Self-Hosted) Windows Only are also available. CRM for Insurance
for Act! Premium Cloud (Act! Hosted) or Act! Premium v21 (Self-Hosted) is ideal for
teams to share and assign activity, opportunity, and contact data
between agents and other specialists who are working together. If you have
larger workgroups or teams of insurance professionals and need the
additional security features and functionality, an Act! Premium product is the choice for you. With Act! Premium Cloud, you get instant online access to Act! in a modern, secure Cloud environment - no IT needed, no hardware required, just an affordable subscription.
WHAT YOU WILL GET
Act! is more powerful and effective than e-mail and spreadsheet solutions, but
easier to use, quicker to get up and running, and less costly and complex
than other Customer Relationship Management (CRM) solutions.
Your purchase includes a download of the database structure and
setup instructions, Act! v21 subscriptions or licenses are bundled or sold separately.
CRM FOR INSURANCE DATABASE + ACT! BUNDLE OPTIONS
Below are bundled options for the CRM for Insurance Database with the latest Act! Cloud, Premium and Pro products. If you already have the latest version of an Act! product and want to purchase the database without a subscription or license you will find this option on our Online StoreFEATURES |
 ACT! CLOUD GROWTH SUITE |
 ACT! PREMIUM GROWTH SUITE |
 ACT! PREMIUM CLOUD |
 ACT! PREMIUM SUBSCRIPTION |
 ACT! PRO |
|---|---|---|---|---|---|
| BUNDLE PRICE | $1,231.20 | $1,123.20 | $500.00 | $400.00 | $550.00 |
| Included Users | 1 | 1 | 1 | 1 | 1 |
| Additional User Cost | $420.00 | $300.00 | $420.00 | $300.00 | $300.00 |
| Act! Subscription | 1 Year | 1 Year | 1 Year | 1 Year | N/A |
| Insurance Database | YES | YES | YES | YES | YES |
| Customizable | YES | YES | YES | YES | YES |
| Includes 1 Year Act! Technical Support | YES | YES | YES | YES | NO |
| Includes 1 Year Act! Software Updates | YES | YES | YES | YES | NO |
| Includes Act! Product Training Library | YES | YES | YES | YES | YES |
| Cloud Hosting | Act! Hosted* | Self-Hosted | Act! Hosted* | Self-Hosted | N/A |
| Includes Act! Marketing Automation | YES Select Plan |
YES Select Plan |
Additional Cost | Additional Cost | N/A |
LEARN MORE ABOUT ACT! PRODUCTS -> CLICK HERE FOR THE COMPARISON CHART
| CRM Features & Benefits | Act! Premium Cloud | Act! Premium | Act! Pro | ||
|---|---|---|---|---|---|
Contact management  |
YES | YES | YES | ||
Groups & companies  |
YES | YES | YES | ||
| Activity tracking & alerts |
YES | YES | YES | ||
| Sales process automation |
YES | YES | YES | ||
| Opportunity tracking |
YES | YES | YES | ||
| Reports |
YES | YES | YES | ||
| Unlimited customizations |
YES | YES | YES | ||
| Act! Insight |
YES | YES | |||
| Act! Companion mobile app |
YES | YES | |||
| Act! Premium Mobile |
YES | YES | |||
| Act! Connect |
YES | YES | |||
| Integration with Office, Outlook, & more
|
YES | YES | YES | ||
| Ask Act!™ with Amazon Alexa |
YES | YES | |||
| Act! Premium Contact Link
|
YES | YES | |||
| eCommerce Connections
|
YES | YES | |||
| Act! API
|
YES | YES | |||
| Team sharing
|
YES | YES | |||
| Advanced security
|
YES | YES | |||
| Instant online access
|
Act! Hosted | Self-Hosted | N/A | ||
| Automatic nightly backups & recovery
|
YES | ||||
| Cloud Storage
|
4GB | ||||
| Private Cloud hosting
|
Available at Additional Cost w/20GB storage | ||||
| Act! Marketing Automation
|
Available at Additional Cost | Available at Additional Cost | |||
| Act! Emarketing
|
Available at Additional Cost | ||||
| Premium Plus Custom Tables Manager
Learn more |
Available at Additional Cost | Available at Additional Cost | |||
| Premium Plus Industry Template Library
Learn more |
Available at Additional Cost | Available at Additional Cost |
READ MORE... ACT! PRO vs ACT! PREMIUM EDITIONSREAD MORE... ACT! PREMIUM - COMPARING THE DIFFERENT OPTIONS: SUBSCRIPTION, PERPETUAL & CLOUDACT! MARKETING AUTOMATION SELECT FEATURES - Part of GROWTH SUITE BUNDLE
Email Marketing - Send beautiful, responsive campaigns to your Act! contacts and groups. Dynamically merge fields into your campaigns from Act!. The Select Plan includes 10,000 emails per month to unlimited contacts.
Interactive Template Editor - Build responsive email campaigns using the interactive template editor. Get started with 25 sample templates, then customize imagery, colors, fonts, and more to fit your brand. Import photos from repositories like Dropbox or use one of over 500,000 free, high-quality stock photos via Unsplash, Pexels, and Pixabay.
Mobile & Desktop Preview - View desktop and mobile campaign previews to ensure your images, copy, and other campaign components render perfectly before you send.
Social Sharing - Publish campaigns to social sites like Facebook, LinkedIn, and Twitter to engage your social networks and expand your reach. Drive traffic to your social networks with social buttons in the footer of your campaigns.
Landing Pages & Lead Capture - Design effective lead capture forms on landing pages or embed forms on your website to grow your prospect database. New leads are automatically added to Act! once a form is completed.
Surveys - Create online surveys and polls using multiple question types, including radio buttons, sliders, ratings, and more to gather information about your prospects and customers. Responses are mapped to fields in Act! automatically for richer prospect and customer profiles.
Drip Marketing - Build multi-stage drip campaigns using the visual workflow designer to send a series of automated campaigns or communications to your prospects and customers. View email statistics and manage subscribers in each stage of your drip campaigns.
Visual Workflow Designer - Use the visual workflow designer, providing a graphical representation of your communication flow, to easily build multi-stage campaigns. Edit existing stages or add new ones from this intuitive workflow view.
Real-Time Campaign - View real-time campaign metrics, covering opens, clicks, and comparative stats per campaign or company-wide against a time range you apply to understand the success of your campaigns and improve your marketing strategy over time. Individual campaign results push to Act! contact records automatically for a detailed interaction history.
Deliverability & Compliance Tools - Rest-assured your campaigns will reach inboxes, because Act! Marketing Automation is backed by an expert delivery team that helps you manage your sender reputation, giving you outstanding delivery rates. Access numerous tools to help with GDPR compliance, spam analysis, managing opt-outs via the unsubscribe designer where you can customize your opt-out page, global suppression against email addresses or domains, and pre-campaign exclusion lists.
Getting Started Concierge - Enjoy concierge service from onboarding experts who help you get set up, logged in, and started right away.