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Act4insurance

box-act4insurance_1794
v21 compatible
box-act4insurance_1794menu_29664preferencesscreeninsuranceservicematrixinsurance-pncmain_layout
USD $ 129.00 each Brand: Keystroke ProductsKeystroke Products

Specifications

15-Day
Perpetual/Activation
Act! v18, Act! v19, Act v20, Act v21
Act! for Windows
Tables4act or Premium Plus
Product

The essential "Actcessory" for Insurance Brokers

** Each License requires one subscription of Tables4Act! for access to the custom tables within this product. Tables4Act! subscription sold separately.

An Act! Actcessory designed for Insurance Brokers to better manage your Clients, Policies, Compliance and Services Offered while easily scheduling repetitive activities through the use of Quicknotes.

  • Multiple insurance schemas available to track PnC, Life & Disability, and Group Insurance
  • QuickNotes: With a single click create consistency and save time with pre-populated activity notes
  • White Board: Throw away your post-it-notes and use our virtual white board
  • Compliance & Tracking: Record all of your client interactions and generate a summary report
  • Marketing: Deliver professional email blasts to target groups with Act’s built in e-marketing
  • Service Matrix: Segment your client types (A,B,C,D) and pre-populate a list of services each client type receives
  • Personal, Household and Business tabs: Auto household greeting with lock
  • Auto address label: Lock down Address label
  • Easy to install: layer on top of any existing database: Unlike other Wealth Management add-ons, Act4wealth is fully customizable

Purchase Notes & System Requirements

  • Compatible with Act! v16 or higher (sold separately)
  • Tables4Act! or Act! Premium Plus (sold separately)
  • MS Office 2010 or higher (32-bit)

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Who we are?

Specializing in CRM software for small to medium sized businesses, through expert counsel, deployment, hosting, support, and development services.

Delivering fruitful CRM solutions since 1994, Keystroke is the #1 Act! Reseller in the World and Master Act! Distributor for Canada.

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Toronto   500 Gordon Baker Rd. Toronto, ON, M2H 3B4
Toll Free : 800.857.0558
Office : 416.499.3090
Fax : 416.499.1090
     
Kitchener   250 Woolwich St. S. Breslau, ON N0B 1M0
Toll Free : 800.939.4737 Ext. 1
Office : 519.579.1408
     
Montreal   2030 Pie-IX, Local 202  Montréal, QC, H1V 2C8
Toll Free : 888.880.0449
Office : 514.666.7587
Fax : 514.666.9851

Monday to Friday: 9AM to 8PM EST
Saturday & Sunday: Closed

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