INSURANCE AGENT CRM IS A CUSTOMIZED VERTICAL SOLUTION FOR ACT!*
*An Act! Premium v26 or Cloud Subscription is required and are Bundled with the Insurance Agent CRM Database – see Pricing below
Insurance Agent CRM and Marketing Software $30 /month
Act! is a robust CRM and Marketing Automation software platform. We are the developers of the #1 Insurance Agent CRM for Act!. It provides insurance agents with what you and your team need to stay organized. Most importantly you will have the vital tools to grow your book of business and at a lower cost than other competitors.
WHY INSURANCE CRM?
Insurance CRM Software is specifically designed for insurance agents and benefits pros. Our Insurance Agent database software for Act! Premium Cloud and Act! Premium Desktop v26 products is for the insurance industry. In addition it is customizable and you have the power to make changes without the need or expense of a programmer.
So take control of your insurance agency with the easy to use Act! CRM and above all effectively manage your client relationships. In addition track policy details such as policy renewals and commissions. Over all our Insurance Agent CRM enables you to provide first rate service for your clients and convert your prospects.
Key Features: Cloud, Desktop or a Combo of Both | Microsoft Office Integration | Scheduling | Policies and Renewals Tracking | Pipeline Management | Email Marketing | Mobile App
INSURANCE AGENT CRM PRICING
INSURANCE AGENT DATABASE WITH A 1 YEAR ACT! SUBSCRIPTION BUNDLES
Starting at $30/month per user (billed annually)
(BUNDLE PRICING IS FOR NEW ACT! SUBSCRIPTION CUSTOMERS ONLY)
Select the Insurance Agent CRM for Act! product that is right for you:
No matter which option you choose you don’t have to worry about building your team or your company because adding users is easy. Information can be shared or limited between users for example each Agent or team could be limited to viewing only their records. You can control the sharing of all the records or only some of the records across the company.
CLICK TO SEE CRM FEATURES
ACT! PREMIUM CRM FEATURES
CRM |  | CLOUD | CLOUD & DESKTOP | DESKTOP |
RELATIONSHIP & ACTIVITY MANAGEMENT | ||||
Customer Management | | Y | Y | Y |
Task & Activity Management | | Y | Y | Y |
Calendar | | Y | Y | Y |
Notes & History | | Y | Y | Y |
Companies | | Y | Y | Y |
Relationship Timeline | | Y | Y | Y |
Secondary Contacts | | Y | Y | Y |
In-Context Maps & Web Info | | Y | Y | Y |
Call Lists & Hot Leads | | Y | Y | Y |
Notifications & Alerts | | Y | Y | Y |
Act! Mobile App | | Y | Y | Y* |
Welcome Page - User Productivity Dashboard | | Y | Y | Y |
Mail Merge | | Y | Y | Y |
GROUPS & SEARCH | ||||
Search & Lookups | | Y | Y | Y |
Groups & Filters | | Y | Y | Y |
Dynamic Groups | | Y | Y | Y |
Advanced Queries | | Y | Y | Y |
OPPORTUNITY & PIPELINE MANAGEMENT | ||||
Opportunity Management | | Y | Y | Y |
Sales Process Management | | Y | Y | Y |
Products & Pricing | | Y | Y | Y |
Sales Pipeline Management View | | Y | Y | Y |
Sales KPIs - Standard & Custom | | Y | Y | Y |
Sales Opportunity Kanban Board | | Y | Y | Y |
Quotes | | Y | Y | Y |
REPORTING & ANALYTICS | ||||
Reporting | | Y | Y | Y |
Act! Insight -Dashboards & Analytics | | Y | Y | Y |
INTEGRATIONS | ||||
Office Integration - Export to Excel/Word | | Y | Y | Y |
Outlook Integration - Contacts/Calendar/Email | | Y | Y | Y |
Google Integration - Contacts/Calendar/Email | | Y | Y | Y |
Outlook & Google Integration for Apple Mac OS users | | Y | Cloud | -- |
Integration with Popular Apps | | Y | Cloud | Y* |
ADMINISTRATION & CUSTOMIZATIONS | ||||
Preferences | | Y | Y | Y |
User Management | | Y | Y | Y |
Layout Designer | | Y | Y | Y |
Custom Fields | | Y | Y | Y |
Multi-Factor Authentication | | Y | Y | Y |
| $10/user/mo | $10/user/mo | $10/user/mo | |
PLATFORM & TECHNOLOGY | ||||
Data Import | | Y | Y | Y |
API | | Y | Y | Y* |
Secure AWS Hosting | | Y | Cloud | -- |
Automatic Upgrades | | Y | Cloud | -- |
Nightly Backups | | Y | Cloud | -- |
Additional Desktop Sync/Activation (billed annually) | | $10/user/mo | $10/user/mo | -- |
Cloud Storage Included | 15Gb | 15Gb | -- | |
Additional Cloud storage per 5Gb (billed annually) | $4/mo | $4/mo | -- | |
ADD-ON PROGRAMS | ||||
| $22.50/user/mo | $22.50/user/mo | ||
| $22.50/mo | $22.50/mo | ||
| $22.50/mo | $22.50/mo | ||
| From $19/mo | From $19/mo | From $19/mo | |
*NOTE FOR SELF-HOSTED ACT! PREMIUM DESKTOP SUBSCRIBERS - YOU MUST RUN YOUR OWN WEB API TO USE FEATURE | ||||
CLICK TO SEE MARKETING AUTOMATION FEATURES
ACT! MARKETING AUTOMATION FEATURES
MARKETING AUTOMATION | | BASIC | SELECT | COMPLETE | ADVANCED |
MONTHLY COST (billed annually)* | Included | $79 | $199 | $399 | |
Monthly Email Sends (unlimited contacts) | | 2,500 | 25,000 | 50,000 | 100,000 |
170+ Responsive Templates | | Y | Y | Y | Y |
Interactive Template Editor | | Y | Y | Y | Y |
Email Tracking & Metrics | | Y | Y | Y | Y |
Drip Marketing | | Y | Y | Y | Y |
Visual Workflow Designer | | Y | Y | Y | Y |
Campaign Calendar | | Y | Y | Y | Y |
Deliverability & Compliance Tools | | Y | Y | Y | Y |
AI Writing Assistant | | -- | Y | Y | Y |
Turnkey Campaigns | | -- | Y | Y | Y |
HTML Email Editor | | -- | Y | Y | Y |
Social Sharing | | -- | Y | Y | Y |
Landing Pages | | -- | Y | Y | Y |
Surveys | | -- | Y | Y | Y |
Team Management | | -- | Y | Y | Y |
Response-Driven Nurture Marketing | | -- | Y | Y | Y |
Marketing Automation to CRM Workflow | | -- | -- | Y | Y |
Asset Tracking | | -- | -- | Y | Y |
Advanced Lead Capture | | -- | -- | Y | Y |
Lead Management & Scoring | | -- | -- | Y | Y |
Event Marketing | | -- | -- | Y | Y |
Website Activity Tracking | | -- | -- | Y | Y |
Progressive Profiling | | -- | -- | -- | Y |
A/B Testing | | -- | -- | -- | Y |
Add Email Sends 2,500/month (billed annually) | $15/mo limit 3 | $15/mo | $15/mo | $15/mo | |
Each Additional Domain (billed annually) | $50/mo | $50/mo | $50/mo | $50/mo | |
*NOTE FOR SELF-HOSTED ACT! PREMIUM DESKTOP SUBSCRIBERS - YOU MUST RUN YOUR OWN WEB API TO USE FEATURE | |||||
CLICK TO SEE SUPPORT FEATURES
ACT! SUPPORT FEATURES
Click Here for Act! Support Scope of Services
ACT! CUSTOMER SUPPORT | | STANDARD | ENHANCED |
MONTHLY COST (billed annually)* | Included | $10/User | |
Knowledgebase | | Y | Y |
Self-Service Portal (FAQs, Guides & Videos) | | Y | Y |
Act! Product Error Troubleshooting By Phone* | | Y | Y |
Live Chat* | | Y | Y |
Support Ticket Submission | | Y | Y |
Personalized Onboarding Session | | Y | Y |
Product Troubleshooting By Phone* | | -- | Y |
How-to / Feature Guidance By Phone* | | -- | Y |
Priority Queuing | | -- | Y |
Voicemail Call Back | | -- | Y |
Appointment Setting | | -- | Y |
Extended Hours Phone Support | | -- | Y |
Act! Support Professional Services** | | $175/hr | $175/hr |
*Act! Customer Support Hours M-F 8:30-8:00 Eastern **Each Professional Services session is billed a minimum of 1 hour, no pro-rations or partial hour billing NOTE 1: ActPlatinum.com offers Service Contracts that is at a lower hourly cost compared to Act! Support Professional Services NOTE 2: ActPlatinum.com Professional Services covers more than Act! Support - Please Review the Scope of Technical Support offered by Act! | |||
INSURANCE AGENT CRM FOR ACT! PRODUCT FEATURES
NOTE: Images shown are Act! Premium Cloud with the Insurance Agent Database
CONTACT MANAGEMENT
CLIENTS, PROSPECTS, MEMBERS, CARRIERS AND MORE
Keep the important details on your Clients, Prospects, Partners, Members, and Carriers. As well as the contact information for anyone else you do business with. Insurance Agent CRM software is a central place for your business data to keep you and your team organized.
Easily view how many days until renewal for each policy located on the top area of a Contact record. You will also have all the standard CRM features of Notes, Histories, Activities and Calendars, Documents and more!
In addition, the program has powerful search features and you will be able to find any data anywhere in the database.
TRACK POLICY DETAILS
Manage details for individuals, groups, policies, agents, and carriers in one centralized location.
HEALTH PLANS – MEDICAL, DENTAL, VISION
INDIVIDUAL PLANS – LIFE, DISABILITY, LTC, ANNUITY
MEDICARE PLANS – ADVANTAGE, SUPPLEMENTAL, Rx
P&C PLANS – PROPERTY, AUTO, UMBRELLA
COMMERCIAL PLANS – GENERAL, PROFESSIONAL, PRODUCT, WC
OPEN POLICY BLOCKS – FOR ADDITIONAL INSURANCE POLICIES
SCHEDULE MANAGEMENT
CALENDARS AND TASK LIST TO STAY PRODUCTIVE
One of the key features of the CRM is its ability to schedule activities and help you to focus and manage your time. Track and prioritize your
meetings, calls, and policy sales activities with your Contacts and stay productive. You can set alarms and bring attention to important items so they are not overlooked.
In addition, you can assign tasks to other users and can view a multi-user calendar keeping everyone in the loop of what is booked.
Your calendar can synchronize with Outlook or Google which is an included feature in the CRM.
POLICY SALES PIPELINE
DYNAMIC DASHBOARD TO TRACK YOUR INSURANCE PRODUCT SALES
See a visual depiction of your Opportunities organized by sales stage with the actionable Sales Pipeline. You will be able to quickly drag-and-drop tiles to progress each one through the associated stages to keep your opportunities moving to close. Use as is or easily customize for your unique sales process.
With Insurance Agent CRM use Opportunities to track policy commissions and payments received. Use the Opportunities List View to see where there are gaps for missing commission payments so you get paid on what you are due.
EMAIL INTEGRATION
WITH OUTLOOK OR GOOGLE – LOG YOUR COMMUNICATIONS
The CRM includes email integration that captures your emails to and from your contacts. This happens by using your email as normal – there is no need to bcc yourself that is required by some of the other competitors.
By using Outlook after sending or receiving an email Act! immediately keeps the details in the history of the contact record. These histories are kept even if the emails are deleted or moved from your email program.
By integrating with Outlook or Google you and your team can use the powerful features of contacts, calendars, activities as well as inbound and outbound emails.
MARKETING AUTOMATION
MARKET TO YOUR CONTACTS -BASIC PLAN INCLUDED
You won’t need another email service because the CRM software has it built in. It eliminates the tedious process of exporting lists and importing results as it is all contained within your database. Even better is that the Basic plan with email campaigns is included so you can market right away.
Marketing automation helps you streamline the entire marketing process. This enhances your ability to generate new leads, close more sales, and add to your bottom line – all while freeing up your team to focus on other tasks. Send the right message at the right time – let people know of their upcoming policy renewal!
Key Features: Email Marketing, Email Drip Marketing, Responsive Templates, Interactive Template Editor
MOBILE APP – CRM ON THE GO
STAY ORGANIZED ON THE ROAD
Stay connected to key CRM details – add and update information from wherever you are with the Act! Premium Cloud Mobile App. Calendar and task management on-the-go. Add, edit, and manage opportunities. Utilize the proximity search radius to filter geo locations and associated contact records.
This Act! Premium Cloud Mobile App is designed for iPhone, iPad, and Android devices. The Mobile App is at no extra charge and included as part of your Act! Premium Cloud CRM subscription.
*Self-Hosted Customers will have the Act! Companion Mobile App
Proudly Serving Agents that provide products from these carriers and many more!
SOME FINE PRINT…
Insurance CRM Software Product Purchase Details
Act! Premium Cloud Bundle Purchase
After we receive your order for the Act! Premium Cloud subscription with the Insurance Database we will have Act! start your Cloud account. Then we will upload the Insurance Database to your account. When the Insurance Database has been restored we will then send you an email letting you know it is ready for use with Cloud login and password instructions.
Act! Premium Cloud with Sync Bundle Purchase
After we receive your order for the Act! Premium Cloud with Sync subscription with the Insurance Database we will have Act! start your Cloud account. Then we will upload the Insurance Database to your account. When the Insurance Database has been restored we will then send you an email letting you know it is ready for use with Cloud login and password instructions. We will also include instructions for installing and restoring your offline client.
Self-Hosted Act! Premium Bundle Purchase
Once we receive your order for the Act Premium Self-Hosted subscription with the Insurance Database we will then have Act CRM issue your license. After that has been issued we will then send you an email with links to download the Insurance Database and database restore instructions.
New Act! Subscription Customers Only
The Insurance Database bundles are specifically for New Act Subscription Customers. But if you are an existing Act Customer please contact us for options and costs.
Data Import or Data to Migrate
Although Act provides basic import tools within their products these are for self-service. But if you need help with your import or have data to migrate to the insurance database let us know. In addition to providing guidance we also offer data services for an added cost. So please contact us to discuss your import or migration project and to then receive an estimate.