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