- CRM for Insurance Professionals for Act! PRO v19, the #1 best-selling customer & contact manager
- Keep important contact details on your Agency Contacts, status information and key watch list items of Policy Renewal Dates.
- Track Commercial Policies (Liability, Workers Comp), P&C Policies (Property, Autos, Umbrella), Health Policies (Medical, Dental, Vision, Supplemental), Individual Policies (Life, Disability, LTC, Annuity) and Other Policies
- Manage schedules and keep track of activities, capture notes, record emails and much more!
- Includes basic emarketing account (500 contacts/month)
Exclusive Amazon.com Product Bundle Contains:
(1) – CRM for Insurance Professional Database Add-on
(1) – Act! Pro v19 License (Perpetual) good for 1 user
(1) – 30 Days of Act! Technical Support good for 1 user
*****Product available via electronic download only. You will receive via email your Act! Pro License Key with Act! Technical Support information and the Insurance Database download with setup instructions. Please allow 1-2 Business Days for Processing. The 30 Days of Act! Technical Support Begins on the Day Your Act! Pro License Key is Emailed to You.*****
Designed for insurance professionals, Insurance Database for Act! is a customized Act! Pro database for the Insurance industry. It helps you take control of your business and effectively manage your client relationships. Centralize your Contacts and Policy Details for Easy Organization. Keep contact information at your fingertips using a database and corresponding layouts designed specifically for insurance professionals.
Full product page and an online test drive is found at: http://actplatinum.com/ACT_Database_for_Insurance_Professionals_Product_Details.html
About Act! Contact and Customer Manager : Act! is the #1 best-selling Contact & Customer Manager for over 25 years. Act! is the trusted software solution to help individuals, small businesses, and sales teams. Organize prospect and customer details in one place, send emails, market products and services more effectively, and drive sales results.
For SYSTEM REQUIREMENTS, please visit: http://www.act.com/products/system/v19/pro
List Price: $ 389.99