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

Insurance CRM (customer relationship management) is built on Act! software and has been designed to help insurance and benefits agencies grow by managing customer data and interactions, policy information including policy renewals, track commissions, grow with integrated emarketing and provide better customer service.


CRM FOR INSURANCE PROFESSIONALS - A CUSTOMIZED ACT! V21 DATABASE*

*Act! v21 Subscriptions or Licenses are Bundled (see below Price Chart) or Sold Separately

Our CRM for Insurance works with Act! Growth Suite Cloud, Act! Growth Suite Self-Hosted, Act! CRM Cloud, Act! CRM Self-Hosted and Act! Pro v21