Insurance CRM Software for Agents | Features and Pricing
Looking for an Insurance CRM Software? Our CRM for Insurance enables agency growth through tracking clients, policies, renewals, commissions and has marketing automation. CRM for Insurance has lines of coverage for commercial insurance, P&C insurance, health insurance, individual insurance and more!
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Insurance CRM

INSURANCE CRM IS A CUSTOMIZED VERTICAL SOLUTION FOR ACT!*

*Act! Premium v24 Subscription is required and are Bundled with the Insurance CRM Database in the Price Chart below

Act! is a CRM software platform that provides insurance agents with what you and your team need to stay organized.  Most importantly to run and grow your insurance business.

Insurance Agent CRM for Act! Premium

WHY INSURANCE CRM?

Insurance CRM is specifically designed for insurance and benefits pros. Our Insurance Database for Act! is a custom database for the new Act! v24 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.

 

Key Features: Cloud, On-Premise or a Combo of Both | Microsoft Office Integration | Scheduling | Policies and Renewals Tracking | Pipeline Management | Mobile App

WHY YOU SHOULD BUY INSURANCE FOR ACT!

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.

WHAT YOU WILL GET WITH THE HOME BUILDER FOR ACT!

Act! is more powerful than e-mail and spreadsheet solutions. But Act! is easier to use and quicker to get up and running.  Also it is less costly as well as less complex than other Customer Relationship Management (CRM) solutions. Purchase your bundle now and get a 1 year subscription to Act! and the custom database for Insurance Agents.

PRODUCT FEATURES FOR THE INSURANCE CRM FOR ACT!

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CONTACT MANAGEMENT

Insurance Agent CRM Contact Management

INSURANCE CRM TRACKS CLIENTS AND CONTACTS
Keep important contact details on your Agency Contacts and Clients.  As well as anyone else you do business with.  In other words a central place to keep you and your team organized.

 

In addition keep informed with status information and key watch list Policy Renewal Dates all on the main contact area.

You will also have all the standard Act! CRM Features.  Namely Notes, Histories, Activities and Calendaring, Documents, Secondary Contacts, as well as Contact Relationships and More!  Moreover the program has powerful search features.  Quickly find a client and more.  In addition search on endless criteria and find exactly what you’re looking for.  In fact you will be able to find any data and in any place within the database.

PERSONAL PROFILE

Insurance Agent CRM Contact Management Personal Profile

PERSONAL INFO FOR THE CLIENT
Track your Client’s spouse and family information.  For instance names and birthdays.  As well as add a photo to their profile.

COMMERCIAL POLICIES

Insurance Agent CRM Tracks Commercial Policies

COMMERCIAL POLICIES
Insurance CRM tracks General, Professional and Product as well as Workers Comp policy details.

PROPERTY AND CASUALTY POLICIES

Insurance Agent CRM Tracks Property and Casualty Policies

PROPERTY AND CASUALTY POLICIES
Insurance CRM tracks Property, Autos or other Vehicle types as well as Umbrella policy details.

HEALTH POLICIES

Insurance Agent CRM Tracks Health Medical Dental Vision Policies

HEALTH POLICIES
Insurance CRM tracks Medical and Dental as well as Vision policy details.

INDIVIDUAL POLICIES

Insurance Agent CRM Tracks Individual Life Disability LTC Annuity Policies

INDIVIDUAL POLICIES
Insurance CRM tracks Life, Disability and Long Term Care as well as Annuity policy details.

MEDICARE POLICIES

Insurance Agent CRM Tracks Medicare Advantage Supplemental Rx Plans

MEDICARE POLICIES
Insurance CRM tracks Medicare Advantage and Supplemental as well as Rx Drug policy and plan details.

OTHER POLICIES

Insurance Agent CRM Tracks Additional Insurance Policies

OTHER POLICIES
In addition Insurance CRM also has Open Policy Blocks for more policy details.

EMPLOYER PARTICIPATION

Insurance Agent CRM Tracks Employer Participation

COMPANIES OR ORGANIZATIONS
With Insurance CRM you can use Companies in Act! to track Employer or Organization Participation.  Including Carriers, Plans and additional details.

 

Companies let you track contacts associated with a company and provides other benefits for managing the information. In addition you can view the associated contacts, activities, notes, opportunities, and histories in a comprehensive view all on the Company record.

POLICY RENEWAL TRACKING

Insurance Agent CRM Policy Renewal and Expiration Tracking

POLICY RENEWALS AND EXPIRATIONS
With Insurance CRM pre-configured Groups in Act! have been built. Thus making it easier to view upcoming and past due renewals for each policy type.  In addition lookup members of the group with a single click.

 

You can create Groups as a way of organizing and managing your contacts.  The contacts within a group could have a specific association, such as an industry, organization or a random association.  You also can define rules to add members to the Group. Also the included Marketing Automation uses Groups for targeting your messaging.

SEND RENEWAL NOTICES AUTOMATICALLY
In addition with the included email marketing feature, create custom policy renewal notifications for your clients.

MARKETING AUTOMATION

Insurance Agent CRM Includes Marketing Automation

INSURANCE CRM INCLUDES BASIC MARKETING AUTOMATION

You won’t need another email service because Act! has it built in.  In addition eliminate the process of exporting lists or importing results. Even better is that the Basic plan is also part of your Act! subscription.

 

This feature helps with initial engagement then to retention and finally but most importantly build loyalty with your contacts.  Optimize your message and outreach in each step with email marketing. For instance welcome a new client as well as thank them for choosing your agency.  And most of all let people know when you have new plans, programs or pricing! 

Key Features: Email Marketing, Email Drip Marketing, Responsive Templates, Interactive Template Editor

SALES PIPELINE

Insurance Agent CRM Insurance Sales Pipeline

PIPELINE DASHBOARD TO TRACK YOUR INSURANCE SALES

See a visual depiction of your Insurance Product Sales Opportunities arranged by sales stage with the Sales Pipeline. View your current sales and project your sales for the year. 

 

Drag-and-drop tiles to progress deals through stages. In addition drill into any opportunity for more detail and work on a specific app, quote or policy. Thus you manage every stage of your sales process.  Finally complete the stages of the process to keep your opportunities moving to close.

COMMISSION TRACKING

Insurance Agent CRM Commission Tracking

POLICY COMMISSION TRACKING
With Insurance CRM you can use Opportunities in Act! to track Policy Commissions and payments.  In addition use the List View to see where there are gaps for missing commission payments.  So you get paid on what you are due.

EMAIL INTEGRATION

Insurance Agent CRM Includes Email Integration

EMAIL INTEGRATION CAPTURES YOUR INTERACTIONS

Email integration lets you capture your emails to and from your contacts.  In fact this all happens by using your email as normal.  By using Outlook after sending or receiving an email Act! immediately keeps the details in the history of the contact record.  Even if the emails are deleted or moved from your email program.

 

In addition with Outlook or Google you and your team can use the powerful features such as syncing contacts, calendars, activities as well as inbound and outbound emails.

ACTIVITIES AND CALENDARS

Act! CRM Scheduling Activities with Calendar and Task List Views

CALENDARS AND TASKS KEEPS YOU ON TOP OF YOUR SCHEDULE
One of the key features of Act! is its ability to schedule and help you manage your day. Track and prioritize meetings, calls and sales activities associated with your contacts and thus stay productive. In addition relate your tasks to one or multiple contacts, opportunities, companies and/or groups. Also set alerts to keep you on top of your scheduled items.

DASHBOARDS AND REPORTS

Insurance Agent CRM Dashboards and Reports

INSIGHT DASHBOARDS

View aspects of your agency with charts and graphs.  See dynamic as well as visual snapshots of real-time metrics that cover reaching goals.  Also sales pipeline health, win/loss review, and other information.  All the details contained in your database with interactive, graphical dashboards.

REPORTS & EXPORT TO EXCEL

In addition stay in the know with 50+ standard reports.  Also create custom reports with the report designer. Export reports to Microsoft Excel, HTML, PDF, or email.  In addition Act! List Views have an Export to Excel feature.  In fact this is where you can produce an Excel spreadsheet with the click of a button.

COMPANION MOBILE APP

Act! Companion Mobile App

ACT! COMPANION MOBILE APP

In addition stay connected to key Act! details from any where you are with Act! Companion.  This native mobile CRM app is designed for iPhone, iPad, and Android.  Act! Companion is also included in your Act! subscription and at no extra charge.

CONNECT LINK API

Act! Premium Act! Connect Link API

ACT! CONNECT LINK

Connect with hundreds of sought after apps.  Immediately extend the power and reach of Act! with the also included Act! Connect Link that uses Act!’s API.

 

First start with a few simple steps, then watch as Act! Connect moves info between Act! CRM and the apps of your choice. To illustrate let Act! Connect do the heavy lifting all while you enjoy the benefits of enriched data.

 

Check out the apps that connect to Act!:  https://zapier.com/apps/act-premium/integrations

ACT! VIDEO TRAINING

Act! Subscriptions Includes Act! Software Video Training

ACT! VIDEO TRAINING LIBRARIES ARE INCLUDED
The Act! Video Training Libraries are a great overview of the Act! programs.  Above all it is a good way to learn general features and use. In addition every video is typically less than 5 minutes to keep them short and to the point.

 

The training videos are a convenient way to learn. In fact videos are accessible and available to your employees. Specifically anytime, anywhere, and on any device.

INSURANCE DATABASE WITH AN ACT! SUBSCRIPTION BUNDLE OPTIONS

(FOR NEW ACT! SUBSCRIPTION CUSTOMERS ONLY)

Select the Act! product that is right for you:

 

Self-Hosted Act! Premium – With the Act! Premium On-Premise (Self-Hosted) CRM product you have the security and control of an on-premises solution where you deploy and manage the software.  Namely you host your own data on your network with your server(s) and/or computer(s).  You have complete control in applying updates and upgrades.

 

Act! Premium Hosted – With the Act! Premium Hosted bundle your database will be hosted by Remote Tech Group, in fact Act!’s #1 Hosting Provider.  You will have access via web browser and you can also have an offline client (local windows install).  This remote syncs with the hosted database for online and offline access.  Includes Scheduled Upgrades and most importantly upgrade when it is convenient for your company.

 

Act! Premium Cloud  – With the Act! Premium Cloud bundle your database will be hosted by Act!.  You will have access via web browser, mobile app and you can also have an offline client (local windows install).  This remote syncs with the hosted database for online and offline access.  Includes Automatic Upgrades.

INSURANCE DATABASE WITH AN ACT! SUBSCRIPTION BUNDLE PRICING

Self-Hosted Act! Premium Bundle
  • SELF-HOSTED

  • US$5401 Year
  • Self-Hosted Bundle Price/User

     

    PREMIUM SELF-HOSTED INCLUDES:

    • Act! Windows Software
    • Act! Web Software
    • Full Featured Act! CRM
    • Basic Marketing Automation
    • Act! Companion Mobile App
    • Act! Connect App Integrations
    • Act! Customer Support

Act! Premium Hosted Bundle
  • HOSTED

  • US$5401 Year
  • Hosted Bundle Price/User

     

    PREMIUM HOSTED INCLUDES:

    • Hosting w/#1 Act! Hosting Company
    • Cloud with Windows Sync Access
    • Full Featured Act! CRM
    • Basic Marketing Automation
    • Act! Companion Mobile App
    • Act! Connect App Integrations
    • Act! Customer Support

Act! Premium Cloud Bundle
  • CLOUD

  • US$5401 Year
  • Cloud w/Sync Bundle Price/User

     

    PREMIUM CLOUD w/SYNC INCLUDES:

    • Hosting with Act!
    • Cloud with Windows Sync Access
    • Full Featured Act! CRM
    • Basic Marketing Automation
    • Act! Companion Mobile App
    • Act! Connect App Integrations
    • Act! Customer Support

SOME FINE PRINT…

Product Purchase and Delivery

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! 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.

 

Act! Premium Hosted Bundle Purchase

After we receive your order for the Act! Premium Hosted subscription bundle with the Insurance Database we will then upload the Insurance Database to your Hosted account.  Once the Insurance Database has been uploaded you will then receive an email from sales@actplatinum.com that the database is ready for you to login.

 

Act! Premium Cloud Bundle Purchase

Act! requires a credit card on file for your Act! Premium Cloud subscription service and is used for additional purchases or renewals.  When you select to BUY this bundle you will be taken to our online store.  You will purchase the $60 database portion of the bundle, then shortly thereafter Act! will send you a link to purchase the $480*/user/year subscription. Once the Act! subscription has been paid we will upload the Insurance Database to your account.  When the Insurance Database is active on your account we will then send you an email letting you know it is ready for use.

*Act! may charge sales tax on your subscription service.

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 let us know.  In addition to providing guidance we also offer data services for an added cost.  So please contact us to discuss your project and to then receive an estimate.

Proudly Serving Customers that provide products from these carriers and many more!

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