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 POWERED BY ACT!*

*Act! Premium v24 Subscription or Act! CRM Classic Expert 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! and the customized database for Insurance.  

INSURANCE CRM POWERED BY ACT! –> PRODUCT FEATURES

(click on a TAB to see more details)

Insurance Agent CRM Contact Management

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!

Insurance Agent CRM Contact Management Personal Profile

PERSONAL INFO FOR THE CLIENT
Track your Client’s spouse and family information.

Insurance Agent CRM Tracks Commercial Policies

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

Insurance Agent CRM Tracks Property and Casualty Policies

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

Insurance Agent CRM Tracks Health Medical Dental Vision Policies

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

Insurance Agent CRM Tracks Individual Life Disability LTC Annuity Policies

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

Insurance Agent CRM Tracks Medicare Advantage Supplemental Rx Plans

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

Insurance Agent CRM Tracks Additional Insurance Policies

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

Insurance Agent CRM Tracks Employer 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 Agent 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 Agent CRM Includes Marketing Automation

INSURANCE CRM INCLUDES BASIC MARKETING AUTOMATION
From initial engagement to retention and loyalty, optimize your outreach in each step with email marketing. Let Act! Marketing Automation do the work for you with marketing campaigns – all sent to targeted lists in Act!. Campaigns are triggered based on criteria you define, leading recipients down a personalized path. Let people know when you have new plans!

 

Set up 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

Insurance Agent CRM Dynamic Insurance Sales Pipeline

PIPELINE DASHBOARD TO TRACK YOUR INSURANCE SALES

See a visual representation of your Insurance Product Sales Opportunities organized by sales stage with the actionable Sales Pipeline. Drag-and-drop opportunity tiles to progress deals through stages. Drill into any opportunity for more detail and work on a specific transaction. Manage every stage of your sales process, completing the stages of the process to keep your opportunities moving to close.

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.

Insurance Agent CRM Includes Email Integration

EMAIL INTEGRATION CAPTURES YOUR INTERACTIONS
Email integration lets you capture your messages to and from your contacts and keeps the details in history. With Outlook or Google you and your team can utilize the powerful features of synchronizing contacts, calendars, activities, inbound and outbound emails.

Act! CRM Scheduling Activities with Calendar and Task List Views

CALENDARS AND TASKS KEEPS YOU ON TOP OF YOUR SCHEDULE
One of the key features of Act! is its ability to help you manage your day. Track and prioritize meetings, calls and sales activities associated with your contacts to stay productive. Relate your tasks to one or multiple contacts, opportunities, companies and/or groups. Set alerts to keep you on top of your scheduled commitments.

Insurance Agent CRM Dashboards and Reports

CONFIGURABLE INSIGHT DASHBOARDS

See dynamic, visual snapshots of real-time metrics covering sales productivity and performance, sales pipeline health, win/loss analysis, and more with interactive, graphical dashboards.

REPORTS & EXPORT TO EXCEL

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! List Views have an Export to Excel feature where you can generate an Excel spreadsheet with the click of a button.

Act! Companion Mobile App

ACT! COMPANION MOBILE APP

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! CRM Premium Act! Connect Link API

ACT! CONNECT LINK

Connect with hundreds of popular apps that extend the power and reach of Act! with the included Act! Connect Link utilizing Act!’s API. 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.

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! CRM Classic Cloud – The Act! CRM Classic Expert is a Cloud-based solution where your database will be hosted by Act!.  You will have access via web browser and it includes additional marketing automation features.
• 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! CRM Classic 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

$450

1 Year Hosting Service**

N/A

X

N/A

Available Access Methods

Cloud & Mobile

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

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 (1)

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 & Export to Excel

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

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

Cloud

Hosted

Self-Hosted

Included eMARKETING Plan

EXPERT

BASIC

BASIC

Email Sends Per Month

25,000

2,500

2,500

Email Marketing

X

X

X

170+ Responsive Templates

X

X

X

Interactive Template Editor

X

X

X

Email Tracking & Metrics

X

X

X

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

Limited (1)

Limited (1)

Visual Workflow Designer

X

Limited (1)

Limited (1)

Campaign Calendar

X

X

X

Deliverability & Compliance Tools

X

X

X

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 (2)

$15/mo (2)

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

 (1) Limited to emails as only available activity type

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

(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.

SUPPORT 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

Enhanced Support*

Enhanced Support*

Saturday Phone Support

X

Enhanced Support*

Enhanced Support*

Appointment Setting

X

Enhanced Support*

Enhanced Support*

Voicemail Call Back

X

Enhanced Support*

Enhanced Support*

Priority Queuing

X

Enhanced Support*

Enhanced 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.

(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! CRM Classic Expert Bundle Purchase – When you purchase the Act! CRM Classic subscription we will receive notification from Act!. Please send an email to sales@actplatinum.com with your account details and let us know to upload the Insurance Database to your account. Once the Insurance Database  is active on your account we will send you an email letting you know it is ready for use.
  • Act! Premium Hosted Bundle Purchase – When we receive your order for the Act! Premium Hosted subscription bundle with the Insurance Database we will upload the Insurance Database to your Hosted account.  Once the Insurance 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 Insurance Database we will send you an email with links to download the Insurance Database and database restore instructions.

 

Features

All features in the Insurance Database are available for customers that purchase Act! CRM Classic Expert, Act! Premium Hosted or Act! Premium Self-Hosted bundles.

 

New Subscription Customers Only

The Insurance 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