Insurance Agent CRM and Marketing Software $45 /month
INSURANCE CRM IS A CUSTOMIZED VERTICAL SOLUTION FOR ACT!*
*An Act Premium v24 Subscription is required and are Bundled with the Insurance CRM Database in the Price Chart below
Act! is a CRM and Marketing software platform that provides insurance agents with what you and your team need to stay organized. Most importantly Insurance CRM Software helps to run and grow your insurance business.
Insurance CRM Software is specifically designed for insurance agents and benefits pros. Our Insurance Database for Act is a custom database for Act v24 and therefore designed for the insurance industry.
So take control of your insurance agency by using Act! and above all effectively manage your customer data and interactions. In addition track policy details such as policy renewals and commissions. Over all the best CRM Software for Insurance Agents 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 | Email Marketing | Mobile App
WHY YOU SHOULD BUY INSURANCE FOR ACT!
The best CRM for Insurance Agents helps you stay on top of your relationships and thus grow your business. By having data management features for lead generation to attract new clients and even getting more from existing relationships.
First of all is our simple and easy to use insurance database. In addition the insurance database is a great tool to build and manage your client base and book of business. However without having to pay a high cost or similarly monthly fees for unused features.
On the whole this CRM software insurance vertical solution is a great start and a right fit for insurance agents. 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 to the Insurance Agency CRM is easy. In addition to adding staff, information can be shared or limited between users.
Each Insurance Agent or team of Agents could be limited to accessing only their records or share some or all records across the agency. Finally a CRM for insurance agencies that is flexible and at a lower cost than the competition.
<- TRY IT NOW is an online test drive with sample data and not the standard Act Free Trial.
WHAT YOU WILL GET WITH INSURANCE FOR ACT!
Act software is more powerful than e-mail and spreadsheet solutions or another agency management system. But the Act software for insurance agents program is easier to use and quicker to get up and running managing client relationships than other CRM systems. Also Act software 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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INSURANCE CRM TRACKS CLIENTS AND CONTACTS
With CRM for Insurance 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 such as Notes, Histories, Activities and Calendaring, Documents, Secondary Contacts, as well as Contact Relationships and More!
Moreover the program has powerful search features to 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 insurance database.
PERSONAL INFO FOR THE CLIENT
Easily keep track of your Client’s spouse and family information. For instance names and birthdays as well as add a photo to their profile.
COMMERCIAL POLICIES
Insurance CRM tracks General, Professional and Product as well as Workers Comp policy details.
PROPERTY AND CASUALTY POLICIES
PROPERTY AND CASUALTY POLICIES
CRM Insurance tracks Property, Autos or other Vehicle types as well as Umbrella policy details.
HEALTH POLICIES
Insurance CRM tracks Medical and Dental as well as Vision policy details.
INDIVIDUAL POLICIES
Insurance CRM tracks Life, Disability and Long Term Care as well as Annuity policy details.
MEDICARE POLICIES
Insurance CRM tracks Medicare Advantage and Supplemental as well as Rx Drug policy and plan details.
OTHER POLICIES
In addition Insurance CRM also has Open Policy Blocks for more policy details.
COMPANIES OR ORGANIZATIONS
With Insurance CRM you can use Companies to track Employer or Organization Participation including Carriers, Plans and additional details.
Companies in Act software 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 RENEWALS AND EXPIRATIONS
With the Insurance Agent CRM Software pre-configured Groups in Act have been built. Thus making it easy to view the contacts with 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 agency’s 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 CRM for insurance agents includes email marketing features, create custom policy renewal notifications for your clients.
INSURANCE CRM INCLUDES BASIC MARKETING AUTOMATION
With your insurance agent software you won’t need another email service because Act has it built in. In addition eliminate the process of exporting lists to or importing results for other products. 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
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 of your sales process. 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 sales process to keep your opportunities moving to close.
POLICY COMMISSION TRACKING
With Insurance CRM you can use Opportunities in Act! to track Policy Commissions and payments. In addition use the List View in Opportunities to see where there are gaps for missing commission payments so you get paid on what you are due.
EMAIL INTEGRATION CAPTURES YOUR INTERACTIONS
CRM Software for Insurance Agents has Email integration that captures 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 records the details in the history of the contact record. This happens 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.
CALENDARS AND TASKS KEEPS YOU ON TOP OF YOUR SCHEDULE
With Insurance Agent CRM one of the key features of Act is its ability to schedule and help you manage your day. Track and prioritize meetings, calls and agency sales activities associated with your contacts and thus stay productive. Also set alerts to keep you on top of your scheduled items.
INSIGHT DASHBOARDS
With Insurance CRM view aspects of your agency with charts and graphs. CRM Insurance Agents has 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 insurance 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 in Act. Export reports to Microsoft Excel, HTML, PDF, or email. In addition Act List Views have a one click Export to Excel feature.
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 compatible iPhone, iPad, and Android devices. The Act Companion mobile app is also included in your Act subscription and at no extra charge.
ACT! VIDEO TRAINING LIBRARIES ARE INCLUDED
The Act Software Video Training Libraries are a great overview of the Act CRM and Marketing 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 watch the training videos at anytime from anywhere and on any device.
INSURANCE DATABASE BUNDLED WITH AN ACT! SUBSCRIPTION OPTIONS
(FOR NEW ACT! SUBSCRIPTION CUSTOMERS ONLY)
Select the Act Premium 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. Access via web browser and 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. 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
($45/user/month paid annually)
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
- BUY
Act! Premium Hosted Bundle
Act! Premium Cloud Bundle
CLOUD
US$5401 Year
-
Cloud w/Sync Bundle Price/User
($45/user/month paid annually)
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
- BUY
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 the BUY button to purchase 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 LLC 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 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.
Proudly Serving Customers that provide products from these carriers and many more!