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You will need to purchase 1 annual cloud subscription per user.
Cloud Hosting is provided by Act!, by purchasing you accept their Terms of Service: (link) and Billing Policy: (link)
Your Act! Premium Cloud Service Annual Subscription (Act! Hosted) Includes:
1 Year PREMIUM SOFTWARE FOR Web, Mobile & Windows®
1 Year Insurance for Act! Database Cloud Hosting
1 Act! Basic Email Marketing Service per Customer Account
Act! Standard Technical Support for 1 Year
Video training for 1 Year
New features and compatibility updates for 1 Year
Insurance CRM with an Act! Premium Cloud Annual Subscription Bundle
Quantity in Basket:none Code: INSURANCE_CRM_CLOUD
Insurance CRM Bundle contains 1 Act! Premium Cloud Annual Subscription with the customized Insurance Database for Act! Premium Cloud
This Insurance Professional CRM software bundle contains one Act! Premium Cloud Annual Subscription plus one Insurance Professional Database for Act! Premium. With the Act! Premium Cloud Service Act! will host your Insurance database and you will be able to access via Web or Web Mobile and have the option of an offline client, the Act! Premium software installed on a pc or laptop that synchronizes with the Cloud. Designed for Insurance Agents, Benefits Agents and Insurance Professionals, Insurance for Act! is a customized Act! Premium 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.
This Act! Premium Cloud Bundle comes with the 1st year cloud subscription included so you will be entitled to Act! Premium Cloud Service, Act! Premium Software use, Act! Software Updates and Act! Technical Support for the 1st year and can renew in year 2 forward. Having an active Cloud subscription with the Act! Premium product line includes the ability to connect with hundreds of popular apps that extend the power and reach your CRM for Insurance software.
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! Premium 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 an Insurance marketing tool our Insurance Professional CRM cloud bundle can handle it all – an affordable Insurance CRM solution.
Designed for insurance professionals, Insurance for Act! is a customized Act! Premium database for the insurance industry. It helps you take control of your business and effectively manage your client relationships.
YOU CAN ADD MORE USERS TO YOUR INSURANCE CRM BY INCLUDING THE RELATED PRODUCT (1 Subscription per User):
NOTE: After your order has been processed you will receive an e-mail with your link to login to your Insurance for Act! Database - typically within a couple of hours but please allow for 1 business day.