|ACT! PRO v16 Single User License with Insurance Database for ACT! PRO v16 Bundle $399.99
Designed for insurance professionals, Insurance for ACT! is a customized ACT! v16 Pro 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.
Keep important contact details on your
status information and key watch list items of Renewal Dates.
HEALTH POLICIES TAB ON THE CONTACT RECORD
Medical, Dental and Vision policy information.
OTHER POLICIES TAB ON THE CONTACT RECORD
Life, Disability and Long Term Care policy information.
PERSONAL INFO TAB ON THE CONTACT RECORD
Contact's Spouse and Family information.
MAIN COMPANY SCREEN
Companies in ACT! to track Employer Participation including
Carriers, Plans and additional details.
Take advantage of
standard ACT! v16 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