Trusted by insurance professionals worldwide
“We wouldn’t have written as much business as we have, without our adoption of Act!. With our data centralized in one place, we’re able to unleash the full capabilities of our Act! platform to keep in touch with clients on a regular basis. In a business like ours, those touchpoints are essential, in fact, often enough on their own to close a critical sale.”
Bill Munn
President, MAP Insurance
Looking for value? See how Act! compares.
You’re managing renewals, servicing clients, and juggling compliance all at once. The last thing you need is more manual work or clunky systems. That’s where Act! comes in: A powerful, flexible CRM that helps you do more with less effort and offers more features for the price point. See for yourself!
- Act! Advantage Standard
- A full-featured cloud-based CRM + Marketing solution
billed annually
billed annually
billed annually
billed annually
Features that work the way you do
Whether you’re an independent broker or managing a growing team, Act! is the CRM that today’s insurance professionals prefer.
Policy & Client Segmentation
Sort clients by policy type, risk profile, or renewal status—spot upsell and cross-sell opportunities instantly.
Automated Renewal Tracking
Never miss a renewal with customizable reminders and follow-ups that keep you top of mind.
Audit-Ready Documentation
Keep every policy detail, note, and document organized and searchable—so you’re ready for anything.
Email Marketing & Automation
Reach out to the right clients, at the right time, with built-in campaign tools.
Why choose Act!
The total relationship package.
Unparalleled SMB know-how.
A partner you can rely on.
Join 800,000+ happy Act! users today.
Powerful. Affordable. Easy to use.
Act! delivers unparalleled value and has a cost-effective plan to fit the needs of your unique business.
Standard
- Full-featured CRM & Mobile App
- Basic Email Marketing (includes 2,500 sends/mo)
- Office 365 & Gmail Integration
- Standard Interactive Quotes & Online Appointment Scheduling
- Standard Forms, Surveys, Website Chat & Event Management
- Reports & Interactive Dashboards
- Standard Support w/ Dedicated Onboarding Specialist
- 15 Gb Cloud Storage w/ Nightly Backups & Automatic Updates
Professional
Includes everything in Standard, plus:
- Email Marketing Plus (includes 25,000 sends/mo)
- AI Writing Assistant, Turnkey Campaigns & Nurture Marketing
- Advanced Interactive Quotes & Online Appointment Scheduling
- Advanced Forms, Surveys, Website Chat & Event Management
- Accounting Integration
- Project Management
- 25 Gb Cloud Storage
Ultimate
Includes everything in Professional, plus:
- Marketing Automation (includes 50,000 sends/mo)
- Lead Scoring, Prioritized Activity Scheduling & Progressive Profiling
- Additional Email Domain
- Custom Industry Tables
- Online Customer Portal
- Enhanced Support w/ Dedicated Onboarding Specialist
- 35 Gb Cloud Storage
Looking for an on-premises CRM solution? Choose Act! Premium Desktop for $39/user/month.
We're with you every step of the way.
At Act!, your success is our priority, and we’re here to help make it happen. Unlike other CRMs that leave you to figure things out on your own, we provide personalized assistance from day one. You'll have a dedicated Account Manager (a real human, not a chatbot!) and free onboarding with your subscription by a team of experts ready to get you up and running fast.
Integrate with the apps and tools you love.
Outlook Integration
Act! Mobile App
Custom Industry Tables
Customers love our award winning software!
Want to see how Act! can work for your agency?
