SUBSCRIPTION SOLD SEPARATELY
This product is for customers purchasing an Act! Premium Subscription or those currently on an Act! Premium Cloud or Act! Premium Desktop Subscription who want to add an industry specific database.
Specifically designed for independent insurance agents.
Insurance Database for Act! is a customized Act! Premium CRM v25 database for the insurance industry. Centralize Agency Contacts, Policy Information and Employer Participation for Easy Organization. Keep contact information at your fingertips using a database and corresponding layouts designed specifically for insurance professionals.
Click the DESCRIPTION BUTTON below for more information.
Your purchase includes 1 download of the Insurance Agent Database and restore instructions. You will also be given a link to instructions for importing an existing Act! database to the Insurance Agent Database. If you need help with importing, services are available at an additional cost.
You will need to purchase 1 per account.
TRY BEFORE YOU BUY – Click Here to to go to our online test drive of the Insurance Agent Database.
|INSURANCE 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, Documents, Secondary Contacts, Contact Relationships and More!
|Track General Liability, Professional Liability, Product Liability and Workers Compensation policy information.
|PROPERTY AND CASUALTY POLICIES
|Track Property, Autos/Vehicles and Umbrella policy information.
|Track Medical, Dental and Vision policy information.
|Track Life, Disability, Long Term Care and Annuity policy information.
|Open Policy Blocks for additional policy information.
|POLICY RENEWALS AND EXPIRATIONS
|Groups in Act! have been built to make it easier to see upcoming and past due renewals for each policy type.
|COMPANIES OR ORGANIZATIONS
|Use Companies in Act! to track Employer or Organization Participation including Carriers, Plans and additional details.
|POLICY COMMISSION TRACKING
|Use Opportunities in Act! to track Policy Commissions and use the List View to see where there are gaps for missing commission payments.