Insurance 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

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

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

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

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

INDIVIDUAL POLICIES

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

MEDICARE POLICIES

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

OTHER POLICIES

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

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

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 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

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

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

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

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

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 or create custom reports with the report designer. Export reports to Microsoft Excel, HTML, PDF, or email.  Also Act! List Views have an Export to Excel feature.  This is where you can also produce an Excel spreadsheet with the click of a button.

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! 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.