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