INSURANCE CRM IS A CUSTOMIZED VERTICAL SOLUTION FOR ACT!*
*Act! v22 Subscription is required and are Bundled with the Insurance CRM Database in the Price Chart below
*Act! v22 Subscription is required and are Bundled with the Insurance CRM Database in the Price Chart below
Insurance CRM is designed for Insurance professionals. Our Insurance Database for Act! is a customized Act! v22 database for the Insurance industry. It helps you take control of your insurance agency and effectively manage your customer data and interactions, policy information including policy renewals, track commissions, and provide better customer service.
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 CRM helps you grow your business by attracting new clients and getting more from existing relationships. And our simple, easy to use insurance database is a great way to build and manage your client base, without having to pay a high cost or monthly fees for unused features. This vertical solution is a great start and a right fit for industry information and processes tailored for your needs. Additional customization can be made using the Act! program and without the need or expense of a programmer.
WHAT YOU WILL GET Act! is more powerful and effective than e-mail and spreadsheet solutions, but easier to use, quicker to get up and running, and less costly and complex than other Customer Relationship Management (CRM) solutions. Your purchase includes a 1 year subscription to Act! CRM or Act! Premium and the customized database for Insurance.
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INSURANCE CRM TRACKS CLIENTS AND CONTACTS
Keep important contact details on your Agency Contacts, Clients with status information and key watch list items of Renewal Dates.
You will also have the standard Act! CRM Features of Notes, Histories, Activities and Calendaring, Document Attachments, Secondary Contacts, Contact Relationships and More!
PERSONAL INFO FOR THE CLIENT
Track your Client’s spouse and family information.
COMMERCIAL POLICIES
Insurance CRM Tracks General Liability, Professional Liability, Product Liability and Workers Compensation policy information.
PROPERTY AND CASUALTY POLICIES
Insurance CRM tracks Property, Autos/Vehicles and Umbrella policy information.
HEALTH POLICIES
Insurance CRM tracks Medical, Dental and Vision policy information.
INDIVIDUAL POLICIES
Insurance CRM tracks Life, Disability, Long Term Care and Annuity policy information.
OTHER POLICIES
Insurance CRM has Open Policy Blocks for additional policy information.
POLICY RENEWALS AND EXPIRATIONS
With Insurance CRM pre-configured Groups in Act! have been built to make it easier to see upcoming and past due renewals for each policy type.
COMPANIES OR ORGANIZATIONS
With Insurance CRM you can use Companies in Act! to track Employer or Organization Participation including Carriers, Plans and additional details.
POLICY COMMISSION TRACKING
With Insurance CRM you can use Opportunities in Act! to track Policy Commissions and use the List View to see where there are gaps for missing commission payments.
Rich Contact Management
Keep rich contact details, emails, documents, notes, history, activities, social media updates, and more in one, easy to find place – the Act! contact record.
Groups and Companies
Organize similar contacts into groups and companies to deliver targeted communications.
Calendar and Activity Tracking
Track and prioritize meetings and activities associated with your contacts to stay productive. Benefit from alerts that keep you on top of your customer commitments.
Sales Process
Manage opportunities using an out-of-the-box process or one you customize to meet your internal sales process. You can create multiple custom processes for different types of products or services, even for different departments or divisions. Complete activities in each stage of the sales process to keep deals moving.
Opportunities Tracking
Track probability of close, products, lead source, status, and more for every opportunity for total visibility and control of your sales pipeline.
Reports
Stay in the know with 50+ preconfigured reports or create custom reports with the report designer. Export reports to Microsoft Excel, HTML, PDF, or email.
Dynamic Sales Pipeline Management
Manage your pipeline more effectively and intelligently with new sales pipeline management tools that help you close deals faster and more often. Project revenue, adjust your strategy, and quickly focus your efforts with the new Pipeline view featuring in-context KPIs, an interactive sales funnel, an actionable sales pipeline with drag-and-drop, and advanced filtering.
Insight Dashboards
See dynamic, visual snapshots of real-time metrics covering sales productivity and performance, sales pipeline health, top performing products, win/loss analysis, and more with interactive, graphical dashboards – a valuable active subscriber benefit!
Act! Companion
Stay connected to key Act! details from wherever you are with Act! Companion, a native mobile CRM app designed for iPhone, iPad, and Android. Best part, Act! Companion is included in your Act! Growth Suite subscription at no extra charge!
Act! Connect
Connect with hundreds of popular apps that extend the power and reach of Act! Growth Suite – a valuable subscriber benefit! Get started with a few simple steps, then watch as Act! Connect automatically moves info between Act! CRM and the apps of your choice. Let Act! Connect do the heavy lifting, while you enjoy the benefits of enriched customer data.
Comprehensive Marketing Campaign Management
Optimize your customer lifecycle from initial engagement to retention and loyalty with automated outreach in each step. Let Act! Marketing Automation do the work for you with response-driven nurture marketing campaigns – all sent to targeted lists in Act! automatically. Campaigns are triggered based on criteria you define, leading recipients down a highly personalized path.
Setup simple ad-hoc email blasts or drip marketing campaigns for one-off or single path communications as needed. Share campaigns on your social sites to extend your reach or embed social links in your campaigns to drive traffic to your social networks.
Key Features: Email Marketing, Drip Marketing, Response-driven Nurture Marketing, Social Sharing
Visual Workflow Designer & Interactive Template Editor
Create beautiful, mobile-friendly email campaigns with the interactive template editor where you can customize colors and fonts, and add free, high-quality stock photos from a library of over 500,000 options. Start with one of 25 sample templates or import and edit your existing HTML templates with the WYSIWYG editor.
Setup custom nurture streams with the visual campaign workflow designer, providing a graphical representation of your communication flow. Preview email campaigns before sending with both mobile and desktop views to ensure your images and content render perfectly.
Key Features: Interactive Template Editor, WYIWYG Editor, Visual Workflow Designer, Mobile & Desktop Preview
Effective Lead Capture, Scoring & Nurturing
Grow your audience with effective lead capture forms and surveys that feed contacts and responses into Act! automatically. Advanced forms and surveys allow further actions in Act!. Notify Act! users and create Act! activities and opportunities automatically as recipients respond.
Identify your most interested prospects with lead scoring based on campaign engagement, survey/web form responses, and website interactions. Prioritized leads are pushed into Act! groups automatically for easy sales follow-up.
Key Features: Lead Forms, Surveys, Lead Scoring, Multi-stage Lead Profiling
Time-Saving CRM Workflow with Prioritized Sales Follow-up
Automate workflow between sales and marketing to maximize engagement at every phase of the customer journey. Watch as Act! Marketing Automation turns real-time response metrics into sales actions – alerting you of new prospects, prioritizing follow-ups, and delivering a composite view of customer engagement in a single solution. Notify Act! users via email and create Act! activities and opportunities automatically based on campaign and website interactions or completed lead forms and surveys.
Key Features: CRM Workflow, Prioritized Sales Follow-up
Real-Time Response Metrics & Actionable Customer Insights
Understand what’s working and how you can improve your marketing strategy over time with real-time metrics covering opens, clicks, and comparative stats per campaign. Individual campaign results automatically push to Act! contact records for a detailed interaction history. Perform A/B tests to pinpoint your most impactful subject lines and content to continually improve the effectiveness of your campaigns.
Identify prospects on your website in real-time to engage with them when they are most interested, because web visits feed into lead scoring profiles and create activities for sales follow-up in Act! automatically.
Key Features: Real-time Campaign Metrics, A/B Testing, Website Activity Tracking & Analytics
Deliverability & Best Practices
Rest-assured your campaigns will reach inboxes, because Act! Marketing Automation is backed by an expert delivery team to help you manage your sender reputation and achieve outstanding delivery rates. Plus, you’ll have access to numerous helpful tools for GDPR compliance, spam analysis, managing opt-outs, and so much more.
Get started with ease, because you get concierge service from onboarding experts who help you get set up, logged in, and started right away. Fast-track your success with expert guidance around sender reputation, inbox delivery rates, and other essential deliverability topics.
Price is Per User
INCLUDES:
Price is Per User
INCLUDES:
Price is Per User
INCLUDES:
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