Insurance Agent CRM and Marketing Software $30 /month (2024)

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INSURANCE AGENT CRM IS A CUSTOMIZED VERTICAL SOLUTION FOR ACT!* WHY INSURANCE CRM? PRODUCT FEATURES FOR THE INSURANCE AGENT CRM FOR ACT! INSURANCE AGENT CRM PRICING INSURANCE AGENT DATABASE WITH AN ACT! SUBSCRIPTION BUNDLEOPTIONS Select the Insurance for Act! product that is right for you: INSURANCE AGENT DATABASE WITH A 1 YEAR ACT! SUBSCRIPTION BUNDLE PRICING CLOUD CLOUD w/SYNC DESKTOP SOME FINE PRINT… Insurance CRM Software Product Purchase Details New Act! Subscription Customers Only Data Import or Data to Migrate Proudly Serving Customers that provide products from these carriers and many more!

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Insurance CRM and Marketing Software $45 /month

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Insurance Agent CRM and Marketing Software $30 /month (6)

INSURANCE AGENT CRM IS A CUSTOMIZED VERTICAL SOLUTION FOR ACT!*

*An Act! Premium v25 or Cloud Subscription is required and are Bundled with the Insurance Agent CRM Database in the Price Chart below

Act! is a robust CRM and Marketing Automation software platform. We are the developers of the #1 Insurance Agent CRM for Act!. It provides insurance agents with what you and your team need to stay organized. Most importantly you will have the vital tools to grow your book of business and at a lower cost than other competitors.

Insurance Agent CRM and Marketing Software $30 /month (7)

Insurance Agent CRM and Marketing Software $30 /month (8)

WHY INSURANCE CRM?

Insurance CRM Software is specifically designed for insurance agents and benefits pros. Our Insurance Agent database software for Act! Premium Cloud and Act! Premium Desktop v25 products is for the insurance industry. In addition it is customizable and you have the power to make changes without the need or expense of a programmer.

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So take control of your insurance agency with the easy to use Act! CRM and above all effectively manage your client relationships. In addition track policy details such as policy renewals and commissions. Over all our Insurance Agent CRM enables you to provide first rate service for your clients and convert your prospects.

Key Features: Cloud, Desktop or a Combo of Both | Microsoft Office Integration | Scheduling | Policies and Renewals Tracking | Pipeline Management | Email Marketing | Mobile App

Buy Now

Try Now

<- TRY IT NOW is an online test drive with sample data for the Insurance CRM Database. No download or credit card required.

PRODUCT FEATURES FOR THE INSURANCE AGENT CRM FOR ACT!

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CONTACT MANAGEMENT

Insurance Agent CRM and Marketing Software $30 /month (9)Insurance Agent CRM and Marketing Software $30 /month (10)

PERSONAL PROFILE

Insurance Agent CRM and Marketing Software $30 /month (11)Insurance Agent CRM and Marketing Software $30 /month (12)

HEALTH POLICIES

Insurance Agent CRM and Marketing Software $30 /month (13)Insurance Agent CRM and Marketing Software $30 /month (14)

INDIVIDUAL POLICIES

Insurance Agent CRM and Marketing Software $30 /month (15)Insurance Agent CRM and Marketing Software $30 /month (16)

MEDICARE POLICIES

Insurance Agent CRM and Marketing Software $30 /month (17)Insurance Agent CRM and Marketing Software $30 /month (18)

OTHER POLICIES

Insurance Agent CRM and Marketing Software $30 /month (19)Insurance Agent CRM and Marketing Software $30 /month (20)

PROPERTY AND CASUALTY POLICIES

Insurance Agent CRM and Marketing Software $30 /month (21)Insurance Agent CRM and Marketing Software $30 /month (22)

COMMERCIAL POLICIES

Insurance Agent CRM and Marketing Software $30 /month (23)Insurance Agent CRM and Marketing Software $30 /month (24)

POLICY RENEWAL TRACKING

Insurance Agent CRM and Marketing Software $30 /month (27)Insurance Agent CRM and Marketing Software $30 /month (28)

MARKETING AUTOMATION

Insurance Agent CRM and Marketing Software $30 /month (29)Insurance Agent CRM and Marketing Software $30 /month (30)

SALES PIPELINE

Insurance Agent CRM and Marketing Software $30 /month (31)Insurance Agent CRM and Marketing Software $30 /month (32)

COMMISSION TRACKING

Insurance Agent CRM and Marketing Software $30 /month (33)Insurance Agent CRM and Marketing Software $30 /month (34)

EMAIL INTEGRATION

Insurance Agent CRM and Marketing Software $30 /month (35)Insurance Agent CRM and Marketing Software $30 /month (36)

ACTIVITIES AND CALENDARS

Insurance Agent CRM and Marketing Software $30 /month (37)Insurance Agent CRM and Marketing Software $30 /month (38)

DASHBOARDS AND REPORTS

Insurance Agent CRM and Marketing Software $30 /month (39)Insurance Agent CRM and Marketing Software $30 /month (40)

COMPANION MOBILE APP

Insurance Agent CRM and Marketing Software $30 /month (41)Insurance Agent CRM and Marketing Software $30 /month (42)

CONNECT LINK API

Insurance Agent CRM and Marketing Software $30 /month (43)Insurance Agent CRM and Marketing Software $30 /month (44)

ACT! VIDEO TRAINING

Insurance Agent CRM and Marketing Software $30 /month (45)Insurance Agent CRM and Marketing Software $30 /month (46)

NOTE: Images shown are Act! Premium Cloud with the Insurance Agent Database

INSURANCE AGENT CRM PRICING

INSURANCE AGENT DATABASE WITH AN ACT! SUBSCRIPTION BUNDLEOPTIONS

Starting at $30 per user per month billed $360 annually

(FOR NEW ACT! SUBSCRIPTION CUSTOMERS ONLY)

Select the Insurance for Act! product that is right for you:

Act! Premium Cloud – With the Act! Premium Cloud bundle your Insurance CRM database will be hosted by Act!. Access from any computer via web browser and have instant online access to your Act! data. Includes Automatic Backups, Updates and Upgrades.

Act! Premium Cloud with Sync – With the Act! Premium with Sync bundle your Insurance CRM database will be hosted by Act!. Access via web browser and also have an offline client (local windows install). This remote syncs with the cloud database for online and offline access. Includes Automatic Backups, Updates and Upgrades.

Self-Hosted Act! Premium Desktop – With the Act! Premium Desktop (Self-Hosted) CRM product you deploy and manage the software. Host your Insurance CRM database on your computer or for larger organizations on your network with your server and computers. The self-hosted package includes both Windows and Web software. You have complete control in applying updates and upgrades.

No matter which option you choose you don’t have to worry about building your team or your company because adding users is easy. Information can be shared or limited between users for example each Agent or team could be limited to viewing only their records. You can control the sharing of all the records or only some of the records across the company.

INSURANCE AGENT CRM PRICING

INSURANCE AGENT DATABASE WITH A 1 YEAR ACT! SUBSCRIPTION BUNDLE PRICING

Act! Premium Cloud Bundle

  • CLOUD

  • $30US

  • Cloud Bundle Price/User/Month

    ($360/user/year paid annually)

    PREMIUM CLOUD INCLUDES:

    • Hosting with Act!
    • Cloud Access
    • Full Featured Act! CRM
    • Basic Marketing Automation
    • Act! Companion Mobile App
    • Act! Connect App Integrations
    • Act! Customer Support
  • BUY NOW

Act! Premium Cloud w/Sync Bundle

  • CLOUD w/SYNC

  • $40US

  • Cloud w/Sync Bundle Price/User/Month

    ($480/user/year paid annually)

    PREMIUM CLOUD w/SYNC INCLUDES:

    • Hosting with Act!
    • Cloud with Windows Sync Access
    • Full Featured Act! CRM
    • Basic Marketing Automation
    • Act! Companion Mobile App
    • Act! Connect App Integrations
    • Act! Customer Support
  • BUY NOW

Act! Premium Desktop Bundle

  • DESKTOP

  • $37.50US

  • Self-Hosted Bundle Price/User/Month

    ($450/user/year paid annually)

    PREMIUM SELF-HOSTED INCLUDES:

    • Act! Windows Software
    • Act! Web Software
    • Full Featured Act! CRM
    • Basic Marketing Automation
    • Act! Companion Mobile App
    • Act! Connect App Integrations
    • Act! Customer Support
  • BUY NOW

CLICK HERE TO COMPARE THE ACT! SUBSCRIPTION BUNDLES FEATURES CHART

Click Here to Read the Fine Print

SOME FINE PRINT…

Insurance CRM Software Product Purchase Details

Act! Premium Cloud Bundle Purchase

After we receive your order for the Act! Premium Cloud subscription with the InsuranceDatabasewe will have Act! start your Cloud account. Then we will upload the InsuranceDatabase to your account. When the Insurance Database has been restored we will then send you an email letting you know it is ready for use with Cloud login and password instructions.

Act! Premium Cloud with Sync Bundle Purchase

After we receive your order for the Act! Premium Cloud with Sync subscription with the InsuranceDatabasewe will have Act! start your Cloud account. Then we will upload the InsuranceDatabase to your account. When the Insurance Database has been restored we will then send you an email letting you know it is ready for use with Cloud login and password instructions. We will also include instructions for installing and restoring your offline client.

Self-Hosted Act! Premium Bundle Purchase

Once we receive your order for the Act Premium Self-Hosted subscription with the InsuranceDatabasewe will then have Act CRM issue your license. After that has been issued we will then send you an email with links to download the InsuranceDatabase and database restore instructions.

New Act! Subscription Customers Only

The Insurance Database bundles are specifically for New Act Subscription Customers. But if you are an existing Act Customer please contact us for options and costs.

Data Import or Data to Migrate

Although Act provides basic import tools within their products these are for self-service. But if you need help with your import or have data to migrate to the insurance database let us know. In addition to providing guidance we also offer data services for an added cost. So please contact us to discuss your import or migration project and to then receive an estimate.

Proudly Serving Customers that provide products from these carriers and many more!

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  • Insurance Agent CRM and Marketing Software $30 /month (49)Insurance Agent CRM and Marketing Software $30 /month (50)

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  • Insurance Agent CRM and Marketing Software $30 /month (75)Insurance Agent CRM and Marketing Software $30 /month (76)

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Insurance Agent CRM and Marketing Software $30 /month (2024)
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