Act! The Best CRM for Insurance Agents & Brokers to grow their business

Insurance CRM

Customer Relationship Management (CRM) is at the heart of what it takes to be successful as a insurance agent.

Whether you’re developing new prospects, maintaining relationships, managing various claims, following up with clients, or just trying to keep all your appointments straight, growing your business is easier with Act!, the insurance CRM .

Act! is the insurance CRM that insurance agents need

Track what’s important

Act! Premium Plus includes Custom Tables, making it easy to capture and manage rich contact and property details – all in one easy to find place.

Use the pre-built Custom Tables template designed for insurance agents or create your own to track anything from deductibles, actual cash values, beneficiary, or even appraisal!

Always Mobile

Whether you’re on the phone with a claim, meeting a client for lunch or just trying to manage your day, Act! Companion goes with you.

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Market like a Professional

Act! includes integrated email marketing with an intuitive drag-and-drop editor that makes creating custom, mobile friendly emails a breeze.

Plus, with detailed reports and Call List¹ features, you can focus your attention on leads who are more likely to convert into paying customers.

Act!, the CRM for insurance agents

Here’s what other agents are saying about Act!

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Try Act! for FREE. No credit card, no gimmicks. Just the perfect fit for your growing business.

Important Note: Review Act! system and browser requirements at Act! product capabilities and pricing vary based on edition and services chosen. One license is required for each Act! user. Act! Connect services require an active subscription, and use of either the Act! Web API or Act! Connect Link depending on deployment and access method. See supported Act! Companion devices at Services purchased through third parties are subject to the respective third party’s billing policies and usage terms. View membership details at

¹ Additional fee required.