Insurance Agent CRM Bundle contains 1 Act! CRM Self-Hosted Annual Subscription with the customized Insurance Agent Database for Act! CRM
Act! CRM (Self-Hosted) Annual Subscription with Insurance Agent Database Includes:
1 Year ACT! CRM SOFTWARE for Windows®, Web & Mobile (Self-Hosted)
Insurance Agent for Act! Database
Act! Standard Technical Support for 1 Year
Access to Act! CRM Windows and Web Video Training Libraries
New features and compatibility updates for 1 Year
This Insurance Professional CRM software bundle contains one Act! CRM Annual Subscription plus one Insurance Professional Database for Act! CRM - Designed for Insurance Agents, Benefits Agents and Insurance Professionals, Insurance for Act! is a customized Act! 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.
This Act! CRM Bundle comes with the 1st year subscription included so you will be entitled to Act! CRM Software use, Act! Software Updates and Act! Technical Support for the 1st year and can renew in year 2 forward. Having an active subscription with the Act! CRM 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! CRM 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 bundle can handle it all – an affordable Insurance CRM solution.
Designed for insurance professionals, Insurance for Act! is a customized Act! database for the insurance industry. It helps you take control of your business and effectively manage your client relationships.
INCLUDES STANDARD ACT! TECHNICAL SUPPORT
12x5 phone support - Consult with knowledgeable Act! Technical Support advisors ready to help quickly resolve technical issues related to Act!. Support advisors are available Monday – Friday from 8:30 a.m. – 8:30 p.m. EST.
Online support tickets - Submit your questions through Act! Support's convenient online support system.
Web chat - Work with knowledgeable Act! Technical Support advisors via online chat.
Support mobile app - Start a web-chat, browse thousands of Knowledgebase articles, call Act! Tech Support – or have Act! Tech Support call you – and much more from the technical support mobile app.
Self-service Getting Started resources - Get answers whenever you need them with access to dozens of helpful Getting Started resources, including step-by-step videos, feature tours, guides, and more.
Knowledgebase - Browse answers and articles across a variety of topics and categories.
Act! Community - Query our community of users and highly-trained Act! Certified Consultant.
Video training - Watch informative training videos to learn more about managing contacts, maximizing sales, integrating with Act!, and more.
YOU CAN ADD MORE USERS TO YOUR INSURANCE CRM BY INCLUDING THE RELATED PRODUCT (1 Subscription per User):