|Insurance Database for ACT! PRO v16* Plus 2 Hours Services $499.00
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
2 Hours of Services can be used for: ACT! Product Installation, ACT! Database & Layout Customization, ACT! Document and E-mail Template Customization, Swiftpage E-marketing and Social Media Services, ACT! Report and Dashboard Customization, Add-on Evaluation, Data Import, Database Conversion, Technical Support, Backup and Maintenance Setup or System Check, Individual or Small Team Training, Q&A, Best Practices & Business Practices, etc.
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
In addition to
Insurance Database for ACT! Pro v16, Insurance Database for
ACT! Premium v16 is also available. Insurance Database for ACT!
Premium v16 is ideal for teams to share and assign activity and contact data
between reps and other specialists who are working together. If you have
larger workgroups or teams of insurance professionals and need the
additional security features and functionality, ACT! Premium v16 is the choice for you.
WHAT YOU WILL GET
more powerful and effective than e-mail and spreadsheet solutions, but
easier to use, quicker to get up and running, and less costly and complex
than other Insurance Customer Relationship Management (CRM) solutions.
Your purchase includes a download of the database structure and
setup instructions, ACT! v16 licenses are sold separately.