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You will need to purchase 1 annual cloud subscription per user.
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Your Premium Annual Subscription with Act! Premium Cloud Service Includes:
1 Year PREMIUM SOFTWARE FOR Web, Mobile & Windows®
1 Year Insurance for Act! Database Cloud Hosting powered by Act!
Act! Email marketing (500 contacts per month)
Act! technical support for 1 Year
Video training for 1 Year
New features and compatibility updates for 1 Year
Act! PREMIUM CLOUD Annual Service with Insurance Database Bundle
Quantity in Basket:none Code: ACTPRMCLDINS
Act! PREMIUM CLOUD Annual Service with Insurance Database for Act! PREMIUM Bundle
This Insurance Professional CRM software bundle contains one Act! Premium Cloud Annual Subscription plus one Insurance Professional Database for Act! Premium. With the Act! Premium Cloud Service Act! will host your Insurance database and you will be able to access via Web or Web Mobile and have the option of an offline client, the Act! Premium software installed on a pc or laptop that synchronizes with the Cloud. Designed for Insurance Agents, Benefits Agents and Insurance Professionals, Insurance for Act! is a customized Act! Premium database for the Insurance industry. Keep important contact details on your Agency Contacts, Policy Information and Employer Participation, including policy renewal information with the key watch list items. Use the calendaring feature so you can efficiently manage your day and quickly prioritize your activities and keep details of every interaction. Track Commercial Policies of General Liability, Professional Liability, Product Liability and Workers Compensation policy information. Track P&C Policies of Property, Autos/Vehicles and Umbrella policy information. Track Health Policies of Medical, Dental and Vision policy information. Track Individual Policies of Life, Disability, Long Term Care and Annuity policy information. Use the Companies in Act! to track Employer Participation including Carriers, Plans and additional details. Insurance for Act! helps you stay on top of your Insurance Products Pipeline and Commission Tracking. It helps you take control of your business and effectively manage your client relationships. It also comes with a Basic Act! Emarketing account with Insurance styled Email Marketing Templates that you can easily customize with your branding and content. This Act! Premium Bundle comes with the 1st year subscription included so you will be entitled to Act! Premium Cloud Service, Act! Premium Software use, Act! Software Updates and Act! Technical Support for the 1st year and can renew in year 2 forward. Having an active Cloud subscription with the Act! Premium product line includes the ability to connect with hundreds of popular apps that extend the power and reach your CRM for Residential Insurance software. Act! is the #1 best selling contact and customer manager and with the Insurance Professional database makes the software a top Insurance CRM. Suited for Insurance Professionals such as Commercial Insurance Agents and Brokers, P&C Insurance Agents and Brokers, Health Insurance Agents and Brokers, Medicare Experts or Supplemental Insurance Agents, Benefits Agents and Brokers selling plans from the top Carriers such as Allstate, State Farm, Hartford, Liberty Mutual, Nationwide, AIG, Alliance, Progressive, CNA, American Family, Travelers, Penn National, Unitedhealth, Wellpoint, Humana, Aetna, Cigna, Blue Cross Blue Shield, Heath Net, MetLife, Prudential, MassMutual, etc. our Insurance database makes your Act! Premium one of the best Insurance CRM software tools on the market. So whether you need an Insurance Agent CRM or Insurance Broker CRM, Insurance Customer Relationship Manager Software, to build your business, manage your leads, build your Insurance referrals, maintain your Insurance relationships, Healthcare CRM, Insurance product sales crm and/or an Insurance marketing tool our Insurance Professional CRM cloud bundle can handle it all – an affordable Insurance CRM solution.
Designed for insurance professionals, Insurance for Act! is a customized Act! Premium database for the insurance industry. It helps you take control of your business and effectively manage your client relationships.
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.
CONTACT SCREEN Keep important contact details on your
status information and key watch list items of Renewal Dates.
COMMERCIAL POLICIES TAB ON THE CONTACT RECORD Track General Liability, Professional Liability, Product Liability and Workers Compensation policy information.
PROPERTY & CASUALTY POLICIES TAB ON THE CONTACT RECORD Track
Property, Autos/Vehicles and Umbrella policy information.
HEALTH POLICIES TAB ON THE CONTACT RECORD Track
Medical, Dental, Vision and Supplemental policy information.
INDIVIDUAL POLICIES TAB ON THE CONTACT RECORD Track
Life, Disability and Long Term Care policy information.
OTHER POLICIES TAB ON THE CONTACT RECORD Open Policy Blocks for additional 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! 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