INSURANCE CRM TRIAL
ONLINE TEST DRIVE
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ABOUT OUR TEST DRIVES
Our Insurance CRM Trial is an online test drive. The test drive consists of a sample database being hosted on Act! for Web*. In fact with no download or installation required. You will be able to interact with the components of the database. But please be aware that this is a public site so PLEASE DO NOT ENTER ANY ACTUAL CUSTOMER INFORMATION.
Once you sign up for the online test drive a link with the login details displays. The user you will login with is a standard user of the database. So they will not have administrative functions available.
By purchasing the database you will be the administrative user. And have a database that will work with your Act! subscription**. Also used with the Act! Hosting service or can be Self-Hosted.
*OUR TEST DRIVES ARE ON A TEST ENVIRONMENT AND FOR TESTING PURPOSES ONLY. THE TEST DRIVE PERFORMANCE IS NOT A REPRESENTATION OF THE ACT! CLOUD SERVICE.
**ACT! SUBSCRIPTIONS ARE BUNDLED WITH THE INSURANCE DATABASE.
INSURANCE CRM – PRODUCT PAGE
Insurance Professional CRM for Act! is a customized database for the insurance industry. Keep important contact details on your Agency Contacts, Policy information and Renewals.
Insurance CRM is specifically designed for insurance and benefits pros. Our Insurance Database for Act! is a custom database for the new Act! v25 and therefore the insurance industry. So take control of your insurance agency by using Act! and above all effectively manage your client data and interactions. In addition track policy details such as policy renewals and commissions. Over all Insurance CRM enables you to provide first rate service for your clients and prospects.
Insurance CRM helps you stay on top of your relationships and thus grow your business. By having features for attracting new clients and even getting more from existing relationships. First of all is our simple and easy to use insurance database. In addition it is a great way to build and manage your client base. However without having to pay a high cost or similarly monthly fees for unused features.
On the whole this insurance vertical solution is a great start and a right fit. For instance by keeping industry information but also having processes tailored for your needs. As well as more customizations can be made using the Act! program and moreover without the need or expense of a programmer.
Don’t worry about building your team or your company because adding users is easy. In addition information can be shared or limited between users. Each Insurance Agent or team could be limited to accessing only their records. Or share all or some records across the company. Finally a CRM system that is flexible and at a lower cost than the competition.
Insurance CRM Trial – Try it out Now!