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Must have an Act! v20 subscription or license to use the CRM for Insurance Database
Insurance CRM Database for Act! v20 - Act! Subscription or License Not Included
Quantity in Basket:none Code: INSURANCE_CRM_SOLO
Insurance CRM Database for use with an active Act! Premium Cloud Subscription, an active Act! Premium Subscription, an Act! v20 Premium Perpetual License, or an Act! v20 PRO License
This product is for customers who have already have an active Act! Premium Cloud or Act! Premium Subscription (must have Premium v20 or higher installed), or have Act! v20 Premium Perpetual or Act! v20 Pro License and want to add the Insurance Professional Customized Database
Designed for Insurance Agents, Benefits Agents and Insurance Professionals, Insurance for Act! is a customized Act! v20 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.
Having an active subscription in 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 v20 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 software together with your Act! v20 subscription or license can handle it all. If you have not yet purchased your Act! v20 Subscription or License then we would recommend one of our discounted Insurance CRM bundles – an affordable Insurance CRM solution.
Designed for insurance professionals, Insurance for Act! is a customized Act! v20 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 or License per User):
NOTE: Your purchase includes a download of the Insurance database structure and setup instructions. Download will be emailed typically within a couple of hours but please allow for 1 business day. Must have an Act! v20 subscription or license to use the CRM for Insurance Database.