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CURRENT PROMOTIONS
ACT! V17 NOW AVAILABLE
ACT! v17 With BRONZE Business Care
ACT! v16 PRO (2014)
ACT! v16 PREMIUM (2014)
ACT! v16 & ACT! v17 PROMO
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  • PLUS COUPON: CLICK THE BASKET CONTENTS FOR THIS MONTH'S COUPON CODE FOR SAVINGS ON YOUR ENTIRE ORDER


  • You will need to purchase 1 license per user.

    Insurance Database for ACT! PRO v16 Plus 2 Hours Services - ACT! License Not Included

     
    Insurance Database for ACT! PRO v16 Plus 2 Hours Services - ACT! License Not IncludedQuantity in Basket:none
    Code: INSACTPRO16SVC
    Price:$499.99

     
     
     
    Quantity:
     
    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.


    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.

    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  ACT! is 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.



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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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    After your order has been processed you will receive an e-mail with your license key and a link to the download & installation instructions - typically within a couple of hours but please allow for 1 business day.

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