Insurance CRM

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.

MEDICARE POLICIES
Insurance CRM tracks Medicare Advantage, Supplemental and Rx Drug policy and plan 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.

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

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.

Basic Marketing Automation for Your Insurance Business
Optimize your customer lifecycle from initial engagement to retention and loyalty with email marketing 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. 

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