Our Insurance Database Works With Act! v17 Pro, Premium and Premium Cloud
Designed for Insurance professionals, Insurance Database for ACT! is a customized ACT! v17 Pro or Premium database for the Health Insurance industry. It helps you take control of your business and effectively manage your client relationships.
WHY YOU SHOULD BUY ACT! v17 helps you grow your business by attracting new clients and getting more from existing relationships. And our simple, easy to use health insurance database is a great start to build and manage your client base, without having to pay a high cost or monthly fees for unused features.
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.
MAIN CONTACT SCREEN
Keep important contact details on your Agency Contacts, status information and key watch list items of Renewal Dates.
HEALTH POLICIES TAB ON THE CONTACT RECORD
Track Medical, Dental and Vision policy information.
OTHER POLICIES TAB ON THE CONTACT RECORD
Track Life, Disability, Long Term Care and Annuity policy information.
PERSONAL INFO TAB ON THE CONTACT RECORD
Track the Contact's Spouse and Family information..
MAIN COMPANY SCREEN
Use the Companies in ACT! to track Employer Participation including Carriers, Plans and additional details.
Take advantage of
standard ACT! v17 features by recording notes and attaching critical documents - all tied to a
Contact Record providing you with a comprehensive view. Keep track
of important interactions with your clients by tracking meetings,
phone calls, renewal dates, etc. Easily manage follow-ups by
creating activities or assigning to other team members within your
organization. ACT! allows you to design your
own personalized collateral and don't forget included with your Act!
License Purchase is a
Basic Act! Email Marketing Account
to execute successful marketing campaigns for your insurance database.
In addition to Insurance Database for ACT! Pro v17, Insurance Database for ACT! Premium v17 is also available. Insurance Database for ACT! Premium v17 is ideal for teams to share and assign activity, opportunity, and contact data between agents and other specialists who are working together. If you have larger workgroups or teams of insurance professionals and need the additional security features and functionality, ACT! Premium v17 is the choice for you.
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 download of the database structure and
setup instructions, ACT! v17 licenses are bundled or sold separately.