|Insurance CRM Bundle contains 1 Act! v21 PRO Single User License with the customized Insurance Database for Act! PRO
This Insurance Professional CRM software bundle contains one Act! v21 Pro License plus one Insurance Professional Database for Act! v21 Pro - Designed for Insurance Agents, Benefits Agents and Insurance Professionals, Insurance for Act! is a customized Act! database for the Insurance industry.
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.
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.
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! Pro v21 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 a Insurance marketing tool our Insurance Professional CRM software bundle can handle it all – an affordable Insurance CRM solution.
YOU CAN ADD MORE USERS TO YOUR INSURANCE CRM BY INCLUDING THE RELATED PRODUCT (1 License per User):