BUY CRM FOR INSURANCE NOW
CRM for Insurance is designed for Insurance professionals.
Our Insurance Database for Act! is a customized Act! v21 CRM 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 (click on a tab to see more details)
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Contacts
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Commercial
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P&C
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Health
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Personal
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Other
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Renewals
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Companies
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Commission
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CRM
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MARKETING AUTOMATION
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ADDITIONAL FEATURES
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INSURANCE CLIENTS AND CONTACTS |
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PERSONAL INFO FOR THE CLIENT |
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COMMERCIAL POLICIES |
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PROPERTY AND CASUALTY POLICIES |
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HEALTH POLICIES |
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INDIVIDUAL POLICIES |
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OTHER POLICIES |
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POLICY RENEWALS AND EXPIRATIONS |
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COMPANIES OR ORGANIZATIONS |
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POLICY COMMISSION TRACKING |
CRM Standard Features found in Act! Growth Suite, Act! CRM and Act! Pro products
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Rich Contact Management Keep rich contact details, emails, documents, notes, history, activities, social media updates, and more in one, easy to find place - the Act! contact record. |
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Groups and Companies Organize similar contacts into groups and companies to deliver targeted communications. |
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Calendar and Activity Tracking Track and prioritize meetings and activities associated with your contacts to stay productive. Benefit from alerts that keep you on top of your customer commitments. |
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Sales Process Manage opportunities using an out-of-the-box process or one you customize to meet your internal sales process. You can create multiple custom processes for different types of products or services, even for different departments or divisions. Complete activities in each stage of the sales process to keep deals moving. |
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Opportunities Tracking Track probability of close, products, lead source, status, and more for every opportunity for total visibility and control of your sales pipeline. |
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Reports Stay in the know with 50+ preconfigured reports or create custom reports with the report designer. Export reports to Microsoft Excel, HTML, PDF, or email. |
Marketing Automation Standard Features found only in Act! Growth Suite subscription products
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Comprehensive Marketing Campaign Management Optimize your customer lifecycle from initial engagement to retention and loyalty with automated outreach in each step. Let Act! Marketing Automation do the work for you with response-driven nurture marketing campaigns - all sent to targeted lists in Act! automatically. Campaigns are triggered based on criteria you define, leading recipients down a highly personalized path. Setup simple ad-hoc email blasts or drip marketing campaigns for one-off or single path communications as needed. Share campaigns on your social sites to extend your reach or embed social links in your campaigns to drive traffic to your social networks. Key Features: Email Marketing, Drip Marketing, Response-driven Nurture Marketing, Social Sharing |
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Visual Workflow Designer & Interactive Template Editor Create beautiful, mobile-friendly email campaigns with the interactive template editor where you can customize colors and fonts, and add free, high-quality stock photos from a library of over 500,000 options. Start with one of 25 sample templates or import and edit your existing HTML templates with the WYSIWYG editor. Setup custom nurture streams with the visual campaign workflow designer, providing a graphical representation of your communication flow. Preview email campaigns before sending with both mobile and desktop views to ensure your images and content render perfectly. Key Features: Interactive Template Editor, WYIWYG Editor, Visual Workflow Designer, Mobile & Desktop Preview |
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Effective Lead Capture, Scoring & Nurturing Grow your audience with effective lead capture forms and surveys that feed contacts and responses into Act! automatically. Advanced forms and surveys allow further actions in Act!. Notify Act! users and create Act! activities and opportunities automatically as recipients respond. Identify your most interested prospects with lead scoring based on campaign engagement, survey/web form responses, and website interactions. Prioritized leads are pushed into Act! groups automatically for easy sales follow-up. Key Features: Lead Forms, Surveys, Lead Scoring, Multi-stage Lead Profiling |
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Time-Saving CRM Workflow with Prioritized Sales Follow-up Automate workflow between sales and marketing to maximize engagement at every phase of the customer journey. Watch as Act! Marketing Automation turns real-time response metrics into sales actions - alerting you of new prospects, prioritizing follow-ups, and delivering a composite view of customer engagement in a single solution. Notify Act! users via email and create Act! activities and opportunities automatically based on campaign and website interactions or completed lead forms and surveys. Key Features: CRM Workflow, Prioritized Sales Follow-up |
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Real-Time Response Metrics & Actionable Customer Insights Understand what's working and how you can improve your marketing strategy over time with real-time metrics covering opens, clicks, and comparative stats per campaign. Individual campaign results automatically push to Act! contact records for a detailed interaction history. Perform A/B tests to pinpoint your most impactful subject lines and content to continually improve the effectiveness of your campaigns. Identify prospects on your website in real-time to engage with them when they are most interested, because web visits feed into lead scoring profiles and create activities for sales follow-up in Act! automatically. Key Features: Real-time Campaign Metrics, A/B Testing, Website Activity Tracking & Analytics |
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Deliverability & Best Practices Rest-assured your campaigns will reach inboxes, because Act! Marketing Automation is backed by an expert delivery team to help you manage your sender reputation and achieve outstanding delivery rates. Plus, you'll have access to numerous helpful tools for GDPR compliance, spam analysis, managing opt-outs, and so much more. Get started with ease, because you get concierge service from onboarding experts who help you get set up, logged in, and started right away. Fast-track your success with expert guidance around sender reputation, inbox delivery rates, and other essential deliverability topics. |
Additional Features found in Act! Growth Suite and Act! CRM subscription products (Not Available for Pro Products)
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Dynamic Sales Pipeline Management Manage your pipeline more effectively and intelligently with new sales pipeline management tools that help you close deals faster and more often. Project revenue, adjust your strategy, and quickly focus your efforts with the new Pipeline view featuring in-context KPIs, an interactive sales funnel, an actionable sales pipeline with drag-and-drop, and advanced filtering. |
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Insight Dashboards See dynamic, visual snapshots of real-time metrics covering sales productivity and performance, sales pipeline health, top performing products, win/loss analysis, and more with interactive, graphical dashboards - a valuable active subscriber benefit! |
| Act! Companion Stay connected to key Act! details from wherever you are with Act! Companion, a native mobile CRM app designed for iPhone, iPad, and Android. Best part, Act! Companion is included in your Act! Growth Suite subscription at no extra charge! |
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Act! Connect Connect with hundreds of popular apps that extend the power and reach of Act! Growth Suite - a valuable subscriber benefit! Get started with a few simple steps, then watch as Act! Connect automatically moves info between Act! CRM and the apps of your choice. Let Act! Connect do the heavy lifting, while you enjoy the benefits of enriched customer data. |
In addition to
CRM for Insurance Database for Act! CRM Cloud (an Act! Hosted Solution with Web, Mobile and Windows access), Insurance
Database for Act! CRM v21 (Self-Hosted Windows, Web and Web Mobile) or Act! Pro v21 (Self-Hosted) Windows Only are also available. CRM for Insurance
for Act! CRM Cloud (Act! Hosted) or Act! CRM 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! CRM product is the choice for you. With Act! CRM 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, CRM 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! GROWTH SUITE CLOUD Act! Hosted |
ACT! GROWTH SUITE Self-Hosted |
 ACT! CRM CLOUD Act! Hosted |
ACT! CRM Self-Hosted |
 ACT! PRO Self-Hosted |
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| BUNDLE PRICE | $875.00 | $875.00 | $500.00 | $525.00 | $550.00 |
| Included Users | 1 | 1 | 1 | 1 | 1 |
| Additional User Cost | $420.00 | $420.00 | $420.00 | $420.00 | $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 Professional Plan |
YES Professional 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! Web Mobile |
YES | YES | |||
| Act! Connect |
YES | YES | |||
| Integration with Office, Outlook, & more
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YES | YES | YES | ||
| Ask Act!™ with Amazon Alexa |
YES | YES | |||
| Act! Contact Link
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YES | YES | |||
| eCommerce Connections
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YES | YES | |||
| Act! API
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YES | YES | |||
| Team sharing
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YES | YES | |||
| Advanced security
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YES | YES | |||
| Instant online access
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Act! Hosted | Self-Hosted | N/A | ||
| Automatic nightly backups & recovery
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YES | ||||
| Cloud Storage
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4GB | ||||
| Private Cloud hosting
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Available at Additional Cost w/20GB storage | ||||
| Act! Marketing Automation
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Available at Additional Cost | Available at Additional Cost | |||
| Act! Emarketing
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Available at Additional Cost | ||||
| Act! Custom Tables Add-on
Learn more |
Available at Additional Cost | Available at Additional Cost | |||
| Act! Custom Tables Add-on Industry Template Library
Learn more |
Available at Additional Cost | Available at Additional Cost |
READ MORE... ACT! HOSTED vs SELF-HOSTED PRODUCTSREAD MORE... ACT! CRM SUBSCRIPTIONS - COMPARING THE DIFFERENT OPTIONSREAD MORE... ACT! CRM vs ACT! PRO EDITIONSGROWTH SUITE BUNDLES INCLUDE THE ACT! MARKETING AUTOMATION PROFESSIONAL PLAN - FEATURES:
Email Marketing with 10,000 Emails/Month - Send beautiful, responsive campaigns to your Act! contacts and groups. Dynamically merge fields into your campaigns from Act!.
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.
Marketing Calendar - Gather information about a prospect over time with short surveys that display questions based on what you already know about a lead to steadily build a rich prospect profile in Act!.
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.
ALL BUNDLES (EXCEPT FOR PRO) INCLUDES STANDARD ACT! TECHNICAL SUPPORT
12x5 phone support - Consult with knowledgeable Act! Technical Support advisors ready to help quickly resolve technical issues related to Act!. Support advisors are available Monday - Friday from 8:30 a.m. - 8:30 p.m. EST.
Online support tickets - Submit your questions through Act! Support's convenient online support system.
Web chat - Work with knowledgeable Act! Technical Support advisors via online chat.
Support mobile app - Start a web-chat, browse thousands of Knowledgebase articles, call Act! Tech Support - or have Act! Tech Support call you - and much more from the technical support mobile app.
Self-service Getting Started resources - Get answers whenever you need them with access to dozens of helpful Getting Started resources, including step-by-step videos, feature tours, guides, and more.
Knowledgebase - Browse answers and articles across a variety of topics and categories.
Act! Community - Query our community of users and highly-trained Act! Certified Consultant.
Video training - Watch informative training videos to learn more about managing contacts, maximizing sales, integrating with Act!, and more.
Getting Started concierge call (CLOUD BUNDLE) - Enjoy concierge service from onboarding experts who help you get setup, log in, and start right away.
Getting Started concierge call for Marketing Automation (GROWTH SUITE BUNDLE) - Enjoy concierge service from Marketing Automation onboarding experts who help you get setup with Act! Marketing Automation.
Onboarding webinar for Marketing Automation (GROWTH SUITE BUNDLE) - Get the help you need to start using Act! Marketing Automation successfully via a live webinar where you can get your questions answered.