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  • Insurance Database for ACT! PRO v16 - ACT! License Not Included

     
    Insurance Database for ACT! PRO v16 - ACT! License Not IncludedQuantity in Basket:none
    Code: INSACTPRO16
    Price:$199.00

     
     
     
    Quantity:
     
    Insurance Database for ACT! PRO v16* $199.00

    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.

    *ACT! Pro v16 Licenses Sold Separately

    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! 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 organization.



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    ACT! v16 PRO Single User License [Download] (MSRP $269.99)ACT! v16 PRO Single User License [Download] (MSRP $269.99)
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    ACT! v16 PRO Upgrade Single User License [Download] (MSRP $199.95)ACT! v16 PRO Upgrade Single User License [Download] (MSRP $199.95)
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    Your purchase includes a download of the database structure and setup instructions, ACT! v16 licenses are sold separately.

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