Shelly Winson had been in the business of crafting health care solutions for small businesses and individuals for nearly 20 years when she took a bold step in 2009 to leverage that background and launch True Choice Benefits, an independent health insurance agency. Faced with growing her new company from scratch, Winson needed a comprehensive contact and customer management solution. And after trying it alongside several other products on the market, she chose to keep using Act! “Other systems I used were unwieldy – it was hard to create reports and find information. Act! is flexible, and easy to understand and use.”
Winson also chose Act! for its emarketing integration. Email campaigns connect directly to her contact database and allow her to maintain ownership of her contact information and reach new prospects quickly. “I built this agency from scratch, I didn’t buy an existing book of business or franchise, so it was really important to get business on the books ASAP. Act! Emarketing helped me reach contacts right away, creating brand recognition and growth.”
“Other systems I used were unwieldy – it was hard to create reports and find information. Act! is flexible, and easy to understand and use.”
Another reason Winson chose Act! was because of its customization capabilities. “I took the Premium version of Act! and added pages and fields and a ton of information so my database is completely specialized for me and my business.” Winson segments her clients by product and company, and targets specific communications to these blocks of her business.
Winson likes the templates for newsletters and communications included with Act!, and she can upload her own headers and personalize them to look like her business. “Some of the systems I used in the past looked really generic – which made it look like someone else was sending the emails for me. We have a really personalized business model. It is critical to be able to provide information tailored for each client.”