PLUS COUPON: CLICK THE BASKET CONTENTS FOR THIS MONTH'S COUPON CODE FOR SAVINGS ON YOUR ENTIRE ORDER
Act! v19 PRO License with Insurance Database Bundle
Quantity in Basket:none Code: ACTPROINS
Act! v19 PRO Single User License with Insurance Database for Act! v19 PRO Bundle
Designed for insurance professionals, Insurance for Act! is a customized Act! v19 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! v19 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.