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Insurance Database for ACT! v17 - ACT! CRM Software for Insurance Professionals

 

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HOMEWHY USSERVICESTRAININGPRODUCTSEVENTSCUSTOMERSCONTACT USBUY NOW

 ACT! V17 DATABASE FOR INSURANCE PROFESSIONALS*

 

CRM Health Insurance ACT Customized Database

BUY NOW
Designed for Insurance professionals, Insurance Database for ACT! is a customized ACT! v17 Pro or Premium database for the Insurance industry.  It helps you take control of your business and effectively manage your client relationships. 

 

*ACT! v17 Licenses are Bundled or Sold Separately


WHY YOU SHOULD BUY  In a weaker economy, itís tempting to "wait it out," but consider the cost of doing nothing. 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
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 and Long Term Care 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.

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 and contact data between reps 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 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.
 

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