Insurance CRM and Marketing Software $45 /month

page-template,page-template-full_width,page-template-full_width-php,page,page-id-15549,theme-bridge,bridge-core-3.0.9,woocommerce-no-js,qode-page-transition-enabled,ajax_updown_fade,page_not_loaded,,no_animation_on_touch,columns-4,qode-child-theme-ver-,qode-theme-ver-29.7,qode-theme-bridge,qode_header_in_grid,wpb-js-composer js-comp-ver-7.0,vc_responsive,elementor-default,elementor-kit-17906

Insurance Agent CRM and Marketing Software $30 /month

INSURANCE AGENT CRM IS A CUSTOMIZED VERTICAL SOLUTION FOR ACT!*

*An Act! Premium v25 or Cloud Subscription is required and are Bundled with the Insurance Agent CRM Database in the Price Chart below

Act! is a robust CRM and Marketing Automation software platform. We are the developers of the #1 Insurance Agent CRM for Act!. It provides insurance agents with what you and your team need to stay organized. Most importantly you will have the vital tools to grow your book of business and at a lower cost than other competitors.

Act! Premium CRM Major Features

WHY INSURANCE CRM?

Insurance CRM Software is specifically designed for insurance agents and benefits pros. Our Insurance Agent database software for Act! Premium Cloud and Act! Premium Desktop v25 products is for the insurance industry. In addition it is customizable and you have the power to make changes without the need or expense of a programmer.

So take control of your insurance agency with the easy to use Act! CRM and above all effectively manage your client relationships. In addition track policy details such as policy renewals and commissions. Over all our Insurance Agent CRM enables you to provide first rate service for your clients and convert your prospects.

Buy it Now

Try it Now

<- TRY IT NOW is an online test drive with sample data and not the standard Act! Free Trial.

PRODUCT FEATURES FOR THE INSURANCE AGENT CRM FOR ACT!

(click an arrow <> to navigate – hover to pause and display more details)

CONTACT MANAGEMENT

PERSONAL PROFILE

HEALTH POLICIES

INDIVIDUAL POLICIES

MEDICARE POLICIES

OTHER POLICIES

PROPERTY AND CASUALTY POLICIES

COMMERCIAL POLICIES

EMPLOYER PARTICIPATION

POLICY RENEWAL TRACKING

MARKETING AUTOMATION

SALES PIPELINE

COMMISSION TRACKING

EMAIL INTEGRATION

ACTIVITIES AND CALENDARS

DASHBOARDS AND REPORTS

COMPANION MOBILE APP

CONNECT LINK API

ACT! VIDEO TRAINING

NOTE: Images shown are Act! Premium Cloud with the Insurance Agent Database

INSURANCE AGENT CRM PRICING

INSURANCE AGENT DATABASE WITH AN ACT! SUBSCRIPTION BUNDLE OPTIONS

Starting at $30 per user per month billed $360 annually

(FOR NEW ACT! SUBSCRIPTION CUSTOMERS ONLY)

Select the Insurance for Act! product that is right for you:

Act! Premium Cloud – With the Act! Premium Cloud bundle your Insurance CRM database will be hosted by Act!. Access from any computer via web browser and have instant online access to your Act! data. Includes Automatic Backups, Updates and Upgrades.

Act! Premium Cloud with Sync – With the Act! Premium with Sync bundle your Insurance CRM database will be hosted by Act!. Access via web browser and also have an offline client (local windows install). This remote syncs with the cloud database for online and offline access. Includes Automatic Backups, Updates and Upgrades.

Self-Hosted Act! Premium Desktop – With the Act! Premium Desktop (Self-Hosted) CRM product you deploy and manage the software. Host your Insurance CRM database on your computer or for larger organizations on your network with your server and computers. The self-hosted package includes both Windows and Web software. You have complete control in applying updates and upgrades.

No matter which option you choose you don’t have to worry about building your team or your company because adding users is easy. Information can be shared or limited between users for example each Agent or team could be limited to viewing only their records. You can control the sharing of all the records or only some of the records across the company.

INSURANCE AGENT CRM PRICING

INSURANCE AGENT DATABASE WITH A 1 YEAR ACT! SUBSCRIPTION BUNDLE PRICING

Act! Premium Cloud Bundle

CLOUD
^US$3601 Year
Cloud Bundle Price/User

($30/user/month paid annually)

PREMIUM CLOUD INCLUDES:
- Hosting with Act!
- Cloud Access
- Full Featured Act! CRM
- Basic Marketing Automation
- Act! Companion Mobile App
- Act! Connect App Integrations
- Act! Customer Support
BUY

Act! Premium Cloud w/Sync Bundle

CLOUD w/SYNC
^US$4801 Year
Cloud w/Sync Bundle Price/User

($40/user/month paid annually)

PREMIUM CLOUD w/SYNC INCLUDES:
- Hosting with Act!
- Cloud with Windows Sync Access
- Full Featured Act! CRM
- Basic Marketing Automation
- Act! Companion Mobile App
- Act! Connect App Integrations
- Act! Customer Support
BUY

Act! Premium Desktop Bundle

DESKTOP
^US$4501 Year
Self-Hosted Bundle Price/User

($37.50/user/month paid annually)

PREMIUM SELF-HOSTED INCLUDES:
- Act! Windows Software
- Act! Web Software
- Full Featured Act! CRM
- Basic Marketing Automation
- Act! Companion Mobile App
- Act! Connect App Integrations
- Act! Customer Support
BUY

CLICK HERE TO COMPARE THE ACT! SUBSCRIPTION BUNDLES FEATURES CHART

Click Here to Read the Fine Print

SOME FINE PRINT…

Insurance CRM Software Product Purchase Details

Act! Premium Cloud Bundle Purchase

After we receive your order for the Act! Premium Cloud subscription with the Insurance Database we will have Act! start your Cloud account. Then we will upload the Insurance Database to your account. When the Insurance Database has been restored we will then send you an email letting you know it is ready for use with Cloud login and password instructions.

Act! Premium Cloud with Sync Bundle Purchase

After we receive your order for the Act! Premium Cloud with Sync subscription with the Insurance Database we will have Act! start your Cloud account. Then we will upload the Insurance Database to your account. When the Insurance Database has been restored we will then send you an email letting you know it is ready for use with Cloud login and password instructions. We will also include instructions for installing and restoring your offline client.

Self-Hosted Act! Premium Bundle Purchase

Once we receive your order for the Act Premium Self-Hosted subscription with the Insurance Database we will then have Act CRM issue your license. After that has been issued we will then send you an email with links to download the Insurance Database and database restore instructions.

New Act! Subscription Customers Only

The Insurance Database bundles are specifically for New Act Subscription Customers. But if you are an existing Act Customer please contact us for options and costs.

Data Import or Data to Migrate

Although Act provides basic import tools within their products these are for self-service. But if you need help with your import or have data to migrate to the insurance database let us know. In addition to providing guidance we also offer data services for an added cost. So please contact us to discuss your import or migration project and to then receive an estimate.