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Act! v20 PRO License with Insurance Database Bundle
Quantity in Basket:none Code: ACTPROINS
Act! v20 PRO Single User License with Insurance Database for Act! v20 PRO Bundle
This Insurance Professional CRM software bundle contains one Act! v20 Pro License plus one Insurance Professional Database for Act! v20 Pro - Designed for Insurance Agents, Benefits Agents and Insurance Professionals, Insurance for Act! is a customized Act! v20 Pro 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. 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! Pro v20 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 a Insurance marketing tool our Insurance Professional CRM software bundle can handle it all – an affordable Insurance CRM solution.
Designed for insurance professionals, Insurance for Act! is a customized Act! v20 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.
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! v20 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
After your order has been processed you will receive an e-mail with your Act! Pro license key and a download of the Insurance database structure and setup instructions - typically within a couple of hours but please allow for 1 business day.