Our CRM for Insurance Works With Act! Premium Cloud, Act! Premium Subscription and Act! Pro v20
BUY CRM FOR INSURANCE NOW
CRM for Insurance is designed for Insurance professionals. Our Insurance Database for Act! is a customized Act! v20 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 start to build and manage your client base, without having to pay a high cost or monthly fees for unused features.
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.
CRM FOR INSURANCE CLIENTS AND CONTACTS SCREEN
CRM FOR INSURANCE COMMERCIAL POLICIES TAB ON THE CLIENT RECORD
CRM FOR INSURANCE PROPERTY AND CASUALTY POLICIES TAB ON THE CLIENT RECORD
CRM FOR INSURANCE HEALTH POLICIES TAB ON THE CLIENT RECORD
CRM FOR INSURANCE INDIVIDUAL POLICIES TAB ON THE CLIENT RECORD
CRM FOR INSURANCE OTHER POLICIES TAB ON THE CLIENT RECORD
CRM FOR INSURANCE PERSONAL INFO TAB ON THE CLIENT RECORD
CRM FOR INSURANCE POLICY RENEWALS AND EXPIRATIONS VIEW
CRM FOR INSURANCE POLICY COMMISSION TRACKING FEATURE & SCREEN
CRM FOR INSURANCE COMPANIES OR ORGANIZATIONS SCREEN
CRM FOR INSURANCE INTEGRATED EMAIL MARKETING SYSTEM - SEND PROFESSIONAL EMAIL MARKETING CAMPAIGNS
*The Free Basic Emarketing Account comes with standard templates that you can customize or create your own, additional templates are available with a paid account.
Take advantage of
standard Act! v20 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. Act! allows you to design your
own personalized collateral and don't forget included with your Act!
Subscription or License Purchase is a
Basic Act! Email Marketing Account
to execute successful marketing campaigns for your insurance agency database.
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 v20 (Self-Hosted Windows, Web and Web Mobile) or Act! Pro v20 (Self-Hosted) Windows Only are also available. CRM for Insurance for Act! Premium Cloud (Act! Hosted) or Act! Premium v20 (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! v20 subscriptions or licenses are bundled or sold separately.
CRM FOR INSURANCE DATABASE + ACT! BUNDLE OPTIONSBelow 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 Store
ACT! PREMIUM CLOUD
ACT! PREMIUM SUBSCRIPTION
|Additional User Cost||$420.00||$300.00||$300.00|
|Year 2 Cost (Per User)||$420.00||$300.00||Upgrade Price (Optional)|
|Act! Subscription||1 Year Use||1 Year Use||N/A|
|Includes 1 Year Act! Technical Support||YES||YES||NO|
|Includes 1 Year Act! Software Updates||YES||YES||NO|
|Includes Act! Product Training Library||YES||YES||YES|
|Cloud Hosting||Act! Hosted*||Self Hosted||N/A|
|CRM Features & Benefits||Act! Premium Cloud||Act! Premium||Act! Pro|
|Groups & companies||YES||YES||YES|
|Activity tracking & alerts||YES||YES||YES|
|Act! emarketing (unlimited sends to 200 contacts per month)||YES||YES||YES|
|Sales process automation||YES||YES||YES|
|Act! Companion mobile app||YES||YES|
|Act! Premium Mobile||YES||YES|
|Integration with Office, Outlook, & more||YES||YES||YES|
|Ask Act!™ with Amazon Alexa||YES||YES|
|Act! Premium Contact Link||YES||YES|
|Instant online access||Act! Hosted||Self-Hosted||N/A|
|Automatic nightly backups & recovery||YES|
|Private Cloud hosting||Available at Additional Cost w/20GB storage|
|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! PREMIUM - COMPARING THE DIFFERENT OPTIONS: SUBSCRIPTION, PERPETUAL & CLOUD