Growing your insurance business is easier than you think.
Make great client relationships an everyday reality with the right insurance CRM software. Act! includes powerful CRM and Marketing Automation tools in one, empowering insurance agents and brokers to market better, sell more, and keep policyholders for life.
Already a customer? Call 866-264-2318
Fill out the form to start your 14-day free trial.
No download or credit card required
Watch this short video to learn more about Act!.
Looking for value? See how Act! compares.
Act! is the leading CRM system with an integrated marketing automation platform for small and midsize businesses, providing more CRM and marketing features for the price point. See for yourself!
$30
user/mo
billed annually
Act! Premium Cloud
Full-featured CRM +
Marketing Automation
$165
user/mo
billed annually
Salesforce Enterprise
$85
user/mo
billed annually
SugarCRM Advanced
$35
user/mo
billed annually
Zoho CRM Enterprise
$159
user/mo
billed annually
Keap Pro
Your savings with Act!
82%
65%
14%
81%
"It's a pleasure working with Act!"
I consider Act! a solution partner that has helped me build my business. I couldn’t have done it without a strong CRM. I’ve tried others over the years, like Goldmine (in the old days), Microsoft Dynamics CRM (a disaster for me), and most recently Monday.com CRM, and I always go back to my basics in Act! and get the job done. Updates have always been meaningful, especially incorporating its social media and marketing platform. Most helpful is its tech support. Reps answer questions thoroughly and are knowledgeable of Act! for both online and desktop applications.
Anthony N., Small Business Owner
G2 Review
Act! CRM for insurance agents can help you meet your insurance sales goals.
Marketing Automation
Easier marketing.
- Boost lead conversion rates with personalized marketing campaigns.
- Send automatic reminders for policy renewals and upgrades.
Sales Pipeline Management
More sales.
- Quickly follow up and nurture prospects through your sales pipeline.
- Upsell and cross-sell more insurance products to existing customers.
Customer Management
Keep more policyholders for life.
- Build personalized relationships based on detailed customer data.
- Improve customer service with a 360-degree view of every client account.
Activity Management
Less busywork.
- Eliminate time-consuming manual tasks and paperwork.
- Access and update policyholder information in one central location.
Why choose Act!
The total relationship package.
Powerful CRM and marketing automation in one.
Unparalleled SMB know-how.
Put your trust in the most capable hands.
Unmatched flexibility and choice.
Act! accommodates all the unique ways you work.
93%
customer satisfaction
35+
years in business
800,000+
users worldwide
What Act! customers are saying
“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
“Exceeding expectations at every point of contact is critical to the success of my business and Act! allows us to do just that. Act! Is the foundation of everything we do when aiming to exceed expectations using personalized communications.”
Jay Ratliff
Founder & Owner
Day Trade Fun
Affordable plans that fit the unique ways you work.
Experience a feature-rich, customizable CRM and Marketing Automation platform with flexible deployment options.
Cloud-Based
Act! Premium Cloud
CRM + Marketing Automation*
$30
$40 (Cloud w/desktop sync)
USD/user/mo
(billed annually)
Choose Cloud to enjoy the convenience and peace of mind of a cloud-based solution where we handle all the technical details.
- Networked and offline access
- Self-managed security
- Complete control of updates
- Compatibility w/desktop add-ons
-
Act! Marketing Automation
(Basic tier) - Rich account management
- Calendar & activity tracking
- Dynamic sales pipeline management
- Act! Insight analytics
- Office, Outlook®, & Google™ integration
- Act! Companion mobile app
- Data import tool
- Expert technical support3
ON-Premises
Act! Premium Desktop
CRM + Marketing Automation*
$3750
USD/user/mo
(billed annually)
Choose Desktop if you want to experience the security and control of an on-premise solution where you deploy and manage the software.
- Immediate, browser-based access
- World-class, secure hosting
- Automatic updates and backups
- Optional desktop sync
- All features of Act! Premium Desktop, plus:
- Automatic upgrades
- Nightly backups
- Disaster recovery
- 6GB Cloud storage
- Desktop sync (optional $)
Integrate with the apps and tools you love.
Outlook CRM
Act! Companion
Custom Tables
Customers love our award winning software!
Ready to win clients for life?
Try Act! free for 14 days. No download or credit card required.
©2024 Act! LLC. All rights reserved. All Act! product and service names mentioned herein are registered trademarks or trademarks of Act! LLC, or its affiliated
entities. All other trademarks are property of their respective owners.