Insurance CRM | Act! CRM Authorized Partner
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! Premium v24 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! v24 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! Premium and the customized database for Insurance.  

INSURANCE CRM WITH ACT! PRODUCT FEATURES

(click on a TAB to see more details)

Insurance CRM Client and Contact Tracking

Insurance CRM Personal Profile Info

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 Commercial Policies Tracking

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

Insurance CRM Property and Casualty Policies Tracking

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

Insurance CRM Medical Dental Vision Health Policies Tracking

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

Insurance CRM Life Disability LTC Annuity Individual Policies Tracking

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

Insurance CRM Medicare Advantage Supplemental Rx Plans Tracking

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

Insurance CRM Additional Policies and Plans Tracking

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

Insurance CRM Policy Renewal and Expiration Tracking

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.

Insurance CRM Tracks Employer or Organization 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.

Insurance CRM Commission Tracking Features

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
Act_CRM_Groups_and_Companies_Feature (1)
Act! CRM Calendar and Activities Tracking
Act_CRM_Sales_Process_Feature
Act_CRM_Opportunities_Tracking_Feature
Act_CRM_Reports_Feature

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.

Act-CRM-Sales-Process-Design-Services
Act_CRM_Insight_Dashboards_Feature
Act! Companion Mobile App
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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

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

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

INSURANCE DATABASE + ACT! SUBSCRIPTION BUNDLE OPTIONS

Select the Act! product that is right for you:

• Act! Premium Hosted – With the Act! Premium Hosted solution your database will be hosted by Remote Tech Group, Act!’s #1 Hosting Provider.  You will have access via web browser and you can have an offline client (local windows install) that synchronizes with the hosted database for online and offline access.
• Act! Premium Self-Hosted – With the Act! Premium Self-Hosted (On-Premise) CRM solution you can host your own data on your network with your server(s) and/or computer(s).

Act! Premium with Hosting Bundle
  • HOSTED

  • US$5501 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$5501 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

Hosted

Self-Hosted

SUBSCRIPTION FEATURES

Act! 1 Year Subscription

Act! Premium

Act! Premium

Included Users

1

1

Year 2 Cost (Per User)*

$550

$450

1 Year Hosting Service**

X

N/A

Available Access Methods

Cloud, Windows &  Mobile

Windows, Cloud &  Mobile

NOTES

*Based on current prices, subject to changed at Manufacturer's discretion.

**(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

Hosted

Self-Hosted

RELATIONSHIP & ACTIVITY MANAGEMENT

Customer Management

X

X

Task & Activity Management

X

X

Calendar

X

X

Notes & History

X

X

Companies

X

X

Relationship Timeline

X

X

Secondary Contacts

X

X

In-Context Maps & Web Info

X

X

Call List & Hot Leads

w/Marketing Package

w/Marketing Package

Notifications & Alerts

X

X

Act! Companion Mobile App (1)

X

X

Welcome Page - Custom User Dashboard

X

X

Mail Merge

X

X

GROUPS & SEARCH

Search & Lookups

X

X

Groups & Filters

X

X

Dynamic Groups

X

X

Advanced Queries

X

X

OPPORTUNITY & PIPELINE MANAGEMENT

Opportunity Management

X

X

Sales Process Management

X

X

Products & Pricing

X

X

Sales Pipeline Management View

X

X

Sales KPIs - Standard & Custom

X

X

Sales Opportunity Kanban Board

X

X

REPORTING & ANALYTICS

Reporting

X

X

Act! Insight -Dashboards & Analytics

X

X

INTEGRATIONS

Office - Export to Excel/Word

X

X

Outlook - Contacts/Calendar/Email

X

X

Google - Contacts/Calendar/Email

X

X

Act! Connect - Popular Apps Integration

X

X

ADMINISTRATION & CUSTOMIZATIONS

Preferences

X

X

User Management

X

X

Team Management

X

X

Layout Designer

X

X

Custom Fields

X

X

Custom Tables (billed annually)

$10/user/mo

$10/user/mo

PLATFORM & TECHNOLOGY

Data Import Tool

X

X

API

X

X

Cloud Storage

5Gb

N/A

Additional Cloud Storage (billed annually)

$10/mo (per 10Gb)

N/A

Private Cloud Option

N/A

N/A

NOTES:
(1) Act! Companion recommended for READ ONLY, additional options are available for more functionality.

(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

Hosted

Self-Hosted

Included eMARKETING Plan

BASIC

BASIC

Email Sends Per Month

2,500

2,500

Email Marketing

X

X

170+ Responsive Templates

X

X

Interactive Template Editor

X

X

Email Tracking & Metrics

X

X

Turnkey Campaigns

Packages C, D & E

Packages C, D & E

HTML Email Editor

Packages C, D & E

Packages C, D & E

Social Sharing

Packages C, D & E

Packages C, D & E

Landing Pages

Packages C, D & E

Packages C, D & E

Surveys

Packages C, D & E

Packages C, D & E

Drip Marketing

Limited (1)

Limited (1)

Visual Workflow Designer

Limited (1)

Limited (1)

Campaign Calendar

X

X

Deliverability & Compliance Tools

X

X

MARKETING AUTOMATION (Optional Packages)

Marketing Automation to CRM Workflow

Packages D & E

Packages D & E

Response-driven Nurture Marketing

Packages D & E

Packages D & E

Asset Tracking

Packages D & E

Packages D & E

Advanced Lead Capture

Packages D & E

Packages D & E

Lead Management & Scoring

Packages D & E

Packages D & E

Event Marketing

Packages D & E

Packages D & E

Website Activity Tracking

Packages D & E

Packages D & E

Progresssive Profiling

Package E

Package E

A/B Testing

Package E

Package E

SERVICES & ADD-ONS (billed annually)

Per Additional 2500 Email Sends/mo

$15/mo (2)

$15/mo (2)

Additional Domain (per Domain)

$50/mo

$50/mo

SMS : Phone Number + 500 Sends/Mo

N/A

N/A

SMS : Per Additional 500 Sends/Mo

N/A

N/A

*NOTES

 (1) Limited to emails as only available activity type

 (2) Maximum total of 10,000 Email sends per month (Included + Paid)

(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.

SUPPORT FEATURES

Bundle Features

Hosted

Self-Hosted

ACT! CUSTOMER SUPPORT

Self-Service Guides & Video Tutorials

X

X

Knowledgebase

X

X

Online Ticket Submission

X

X

Web Chat

X

X

Product Support by Phone* (5)

X

X

Product Support via Remote Access* (6)

Enhanced Support*

Enhanced Support*

Saturday Phone Support

Enhanced Support*

Enhanced Support*

Appointment Setting

Enhanced Support*

Enhanced Support*

Voicemail Call Back

Enhanced Support*

Enhanced Support*

Priority Queuing

Enhanced Support*

Enhanced Support*

Act! Support Professional Services* (7)

$99/hr

$99/hr

HOSTING SUPPORT

Hosted Cloud Support

X

N/A

Windows Sync Support

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.

(Enhanced 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.

SOME FINE PRINT…

Delivery

  • Act! Premium Hosted Bundle Purchase – When we receive your order for the Act! Premium Hosted subscription bundle with the Vertical Database we will upload the Vertical Database to your Hosted account.  Once the Vertical Database has been uploaded you will receive an email from sales@actplatinum.com that the database is ready for you to login.
  • Act! Premium Self-Hosted Bundle Purchase – When you purchase the Act! Premium Self-Hosted subscription with the Vertical Database we will send you an email with links to download the Vertical Database and database restore instructions.

 

Features

All features in the Vertical Database are available for customers that purchase Act! Premium Hosted or Self-Hosted bundles.

 

New Subscription Customers Only

The Vertical Database is intended for New Act! Subscription Customers.  For Existing Act! Customers please contact us for options and costs.

 

Data Import

Act! provides importing tools with their products for self-service.  If you require assistance with your import we offer import services at an additional cost.  Please contact us to discuss requirements and to receive an estimate.

Have Questions?  Chat or Contact Us