helping businesses connect with customers
Insurance Database for ACT! v17 - ACT! CRM Software for Insurance Professionals
ACT! V17 DATABASE FOR INSURANCE PROFESSIONALS*
*ACT! v17 Licenses are Sold Separately
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 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
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
Basic Act! Email Marketing Account
to execute successful marketing campaigns for your insurance
WHAT YOU WILL GET
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 Insurance 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.