Insurance CRM
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! v22 Subscription is required and are Bundled with the Insurance CRM Database in the Price Chart below

Act!  is a CRM platform that provides insurance professionals with what you and your team need to run and grow your business.

INSURANCE CRM

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.  

INSURANCE CRM WITH ACT! PRODUCT FEATURES

(click on a TAB to see more details)

Insurance CRM has Client Tracking

Insurance CRM has Client Personal Information Tracking

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.

Insurance CRM Tracks Commercial Policies

COMMERCIAL POLICIES
Insurance CRM Tracks General Liability, Professional Liability, Product Liability and Workers Compensation policy information.

CRM for Insurance Agents Property and Casualty Policies

PROPERTY AND CASUALTY POLICIES
Insurance CRM tracks Property, Autos/Vehicles and Umbrella policy information.

CRM for Insurance Agents Health Policies

HEALTH POLICIES
Insurance CRM tracks Medical, Dental and Vision policy information.

CRM for Insurance Agents Individual Policies

INDIVIDUAL POLICIES
Insurance CRM tracks Life, Disability, Long Term Care and Annuity policy information.

CRM for Insurance Agents Other Policies

OTHER POLICIES
Insurance CRM has Open Policy Blocks for additional policy information.

CRM for Insurance Agents Tracks Policy Renewals

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.

CRM for Insurance Agents Employer Participation Tracking

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

CRM for Insurance Agents Commission Tracking

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.

Act! CRM Rich Contact Management
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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.

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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.

Insurance Agent Email Marketing Templates
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Act! Marketing Automation - Email Best Practices

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.

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

INSURANCE DATABASE + ACT! SUBSCRIPTION BUNDLE OPTIONS

Act! CRM Expert Bundle
  • CLOUD

  • US$5401 Year
  • Price is Per User

     

    INCLUDES:

    • Act! Cloud Only Access
    • Full Featured Act! CRM
    • Act! Email Marketing
    • Act! Companion Mobile App
    • Act! Connect App Integrations
    • Act! Customer Support

Act! Premium with Hosting Bundle
  • HOSTED

  • US$5401 Year
  • Price is Per User

     

    INCLUDES:

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

Act! Premium Self-Hosting Bundle
  • SELF-HOSTED

  • US$5401 Year
  • Price is Per User

     

    INCLUDES:

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

INSURANCE DATABASE + ACT! BUNDLE COMPARISON CHART

SUBSCRIPTION FEATURES

Bundle Features

Cloud

Hosted

Self-Hosted

SUBSCRIPTION FEATURES

Act! 1 Year Subscription

Act! CRM Expert

Act! Premium

Act! Premium

Included Users

1

1

1

Year 2 Cost (Per User)

$540

$540

$390

1 Year Hosting Service*

N/A

X

N/A

Available Access Methods

Cloud & Mobile

Cloud, Windows &  Mobile

Windows, Cloud &  Mobile

*NOTES

(Hosting Service) From Remote Tech Group - Act! #1 Hosting Provider.  Bundle is for Economy Tier Hosting Service which includes 1 web server and 1 sync server, does not include server side add-on support.  Additional Service Tiers are available.

CRM FEATURES

Bundle Features

Cloud

Hosted

Self-Hosted

RELATIONSHIP & ACTIVITY MANAGEMENT

Customer Management

X

X

X

Task & Activity Management

X

X

X

Calendar

X

X

X

Notes & History

X

X

X

Companies

X

X

X

Relationship Timeline

X

X

X

Secondary Contacts

X

X

X

In-Context Maps & Web Info

X

X

X

Call List & Hot Leads

X

w/Marketing Package

w/Marketing Package

Notifications & Alerts

X

X

X

Act! Companion Mobile App

X

X

X

Welcome Page - Custom User Dashboard

X

X

X

Mail Merge

X

X

X

GROUPS & SEARCH

Search & Lookups

X

X

X

Groups & Filters

X

X

X

Dynamic Groups

X

X

X

Advanced Queries

X

X

X

OPPORTUNITY & PIPELINE MANAGEMENT

Opportunity Management

X

X

X

Sales Process Management

X

X

X

Products & Pricing

X

X

X

Sales Pipeline Management View

X

X

X

Sales KPIs - Standard & Custom

X

X

X

Sales Opportunity Kanban Board

X

X

X

REPORTING & ANALYTICS

Reporting

X

X

X

Act! Insight -Dashboards & Analytics

X

X

X

INTEGRATIONS

Office - Export to Excel/Word

X

X

X

Outlook - Contacts/Calendar/Email

X

X

X

Google - Contacts/Calendar/Email

X

X

X

Act! Connect - Popular Apps Integration

X

X

X

ADMINISTRATION & CUSTOMIZATIONS

Preferences

X

X

X

User Management

X

X

X

Team Management

X

X

X

Layout Designer

X

X

X

Custom Fields

X

X

X

Custom Tables (billed annually)

$10/user/mo

$10/user/mo

$10/user/mo

PLATFORM & TECHNOLOGY

Data Import Tool

X

X

X

API

X

X

X

Cloud Storage

6Gb

5Gb

N/A

Additional Cloud Storage (billed annually)

$5/mo (per 4Gb)

$10/mo (per 10Gb)

N/A

Private Cloud Option

Call for Details

N/A

N/A

NOTE:
(Hosting Service) From Remote Tech Group - Act! #1 Hosting Provider.  Bundle is for Economy Tier Hosting Service which includes 1 web server and 1 sync server, does not include server side add-on support.  Additional Service Tiers are available.

MARKETING FEATURES

Bundle Features

Cloud

Hosted

Self-Hosted

eMARKETING

Email Sends Per Month

25,000

Packages C, D & E

Packages C, D & E

Email Marketing

X

Packages C, D & E

Packages C, D & E

170+ Responsive Templates

X

Packages C, D & E

Packages C, D & E

Interactive Template Editor

X

Packages C, D & E

Packages C, D & E

Email Tracking & Metrics

X

Packages C, D & E

Packages C, D & E

Turnkey Campaigns

X

Packages C, D & E

Packages C, D & E

HTML Email Editor

X

Packages C, D & E

Packages C, D & E

Social Sharing

X

Packages C, D & E

Packages C, D & E

Landing Pages

X

Packages C, D & E

Packages C, D & E

Surveys

X

Packages C, D & E

Packages C, D & E

Drip Marketing

X

Packages C, D & E

Packages C, D & E

Visual Workflow Designer

X

Packages C, D & E

Packages C, D & E

Campaign Calendar

X

Packages C, D & E

Packages C, D & E

Deliverability & Compliance Tools

X

Packages C, D & E

Packages C, D & E

MARKETING AUTOMATION (Optional Packages)

Marketing Automation to CRM Workflow

Packages A & B

Packages D & E

Packages D & E

Response-driven Nurture Marketing

Packages A & B

Packages D & E

Packages D & E

Asset Tracking

Packages A & B

Packages D & E

Packages D & E

Advanced Lead Capture

Packages A & B

Packages D & E

Packages D & E

Lead Management & Scoring

Packages A & B

Packages D & E

Packages D & E

Event Marketing

Packages A & B

Packages D & E

Packages D & E

Website Activity Tracking

Packages A & B

Packages D & E

Packages D & E

Progresssive Profiling

Package B

Package E

Package E

A/B Testing

Package B

Package E

Package E

SERVICES & ADD-ONS (billed annually)

Per Additional 2500 Email Sends/mo

$10/mo

$15/mo

$15/mo

Additional Domain (per Domain)

$50/mo

$50/mo

$50/mo

SMS : Phone Number + 500 Sends/Mo

$6.25/mo

N/A

N/A

SMS : Per Additional 500 Sends/Mo

$5/mo

N/A

N/A

*NOTES

(Package A) $1,188/year per Account

(Package B) $1,788/year per Account

(Package C) Act! Marketing Automation Select with 25,000 Emails/month at $948/year per Account

(Package D) Act! Marketing Automation Complete with 50,000 Emails/month at $2,388/year per Account

(Package E) Act! Marketing Automation Advanced with 100,000 Emails/month at $4,788/year per Account

(Hosting Service) From Remote Tech Group - Act! #1 Hosting Provider.  Bundle is for Economy Tier Hosting Service which includes 1 web server and 1 sync server, does not include server side add-on support.  Additional Service Tiers are available.

SUBPPORT FEATURES

Bundle Features

Cloud

Hosted

Self-Hosted

ACT! CUSTOMER SUPPORT

Getting Started Webinars / Q&A

X

--

--

Self-Service Guides & Video Tutorials

X

X

X

Knowledgebase

X

X

X

In-Product Ticket Submission

X

--

--

Online Ticket Submission

--

X

X

Web Chat

X

X

X

Product Support by Phone* (5)

X

X

X

Product Support via Remote Access* (6)

X

Ultimate Support*

Ultimate Support*

Saturday Phone Support

X

Ultimate Support*

Ultimate Support*

Appointment Setting

X

Ultimate Support*

Ultimate Support*

Voicemail Call Back

X

Ultimate Support*

Ultimate Support*

Priority Queuing

X

Ultimate Support*

Ultimate Support*

Act! Support Professional Services* (7)

$99/hr

$99/hr

$99/hr

HOSTING SUPPORT

Hosted Cloud Support

N/A

X

N/A

Windows Sync Support

N/A

X

N/A

*NOTES

(5) US: M F 7:00am 8:00pm Eastern; UK: 8:00am 8:00pm.

(6) As required base on Act! Support's Scope of Services.

(7) Each session is billed a minimum of one hour; no pro-rations or partial hour billing.

(Ultimate Support) $120/user/year

(Hosting Service) From Remote Tech Group - Act! #1 Hosting Provider.  Bundle is for Economy Tier Hosting Service which includes 1 web server and 1 sync server, does not include server side add-on support.  Additional Service Tiers are available.

Have Questions?  Chat or Contact Us