Insurance CRM Software - CRM Software for Insurance Agents and Benefits Professionals

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. 

INSURANCE CRM PRODUCT BRIEF

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 Keep important contact details on your Agency Contacts, Clients with status information and key watch list items of Renewal Dates. You will also have the standard Act! CRM Features of Notes, Histories, Activities/Calendaring, Document Attachments, Secondary Contacts, Contact Relationships and More!
	CRM FOR INSURANCE COMMERCIAL POLICIES TAB ON THE CLIENT RECORD Track General Liability, Professional Liability, Product Liability and Workers Compensation policy information.
	CRM FOR INSURANCE PROPERTY AND CASUALTY POLICIES TAB ON THE CLIENT RECORD Track Property, Autos/Vehicles and Umbrella policy information.
	CRM FOR INSURANCE HEALTH POLICIES TAB ON THE CLIENT RECORD Track Medical, Dental and Vision policy information.
	CRM FOR INSURANCE INDIVIDUAL POLICIES TAB ON THE CLIENT RECORD Track Life, Disability, Long Term Care and Annuity policy information.
	CRM FOR INSURANCE OTHER POLICIES TAB ON THE CLIENT RECORD Open Policy Blocks for additional policy information.
	CRM FOR INSURANCE PERSONAL INFO TAB ON THE CLIENT RECORD Track your Client's spouse and family information.
	CRM FOR INSURANCE POLICY RENEWALS AND EXPIRATIONS VIEW Groups in Act! have been built to make it easier to see upcoming and past due renewals for each policy type.
	CRM FOR INSURANCE POLICY COMMISSION TRACKING FEATURE & SCREEN Use Opportunities in Act! to track Policy Commissions and use the List View to see where there are gaps for missing commission payments.
	CRM FOR INSURANCE COMPANIES OR ORGANIZATIONS SCREEN Use Companies in Act! to track Employer or Organization Participation including Carriers, Plans and additional details.
	CRM FOR INSURANCE INTEGRATED EMAIL MARKETING SYSTEM - SEND PROFESSIONAL EMAIL MARKETING CAMPAIGNS Act! v20 subscriptions and licenses comes with a Basic Act! Email Marketing account. You will be able to edit Insurance Professionals Email Marketing Templates* or create your own. Let your clients, propects and partners know when you are offering a new program, policy updates, seminars and more!   *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 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 Store