Act! helps MAP Insurance connect its customers with perfect-fit insurance and financial strategies and solutions.
Since 2007, MAP Insurance has been helping connect customers with the right insurance and financial strategies and solutions. Founded in Ottawa, Canada by Bill Munn and Richard Perkins, the two bring decades of experience and expertise in the insurance industry, priding themselves on unmatched customer service, and forging long-lasting relationships with everyone they assist.
“Simply put, we wouldn’t have written as much business as we have, without our adoption of Act!. With our data centralized in one place, we’re able to unleash the full capabilities of our Act! platform to keep in touch with clients on a regular basis. In a business like ours, those touchpoints are essential, in fact, often enough on their own to close a critical sale.”
Bill Munn
President MAP Insurance
Key Benefits
- Act!’s CRM software gave MAP Insurance the ability to centralize vast amounts of disparate information from over 1,000 customers into one place, allowing them to gain a holistic view of every customer and their needs.
- Act!’s Task Lists made it easier to track key dates and anniversaries, ensuring MAP Insurance never missed a chance to reconnect with clients and deliver them the best policy options, well in advance of a policy’s end date.
- With greater customization and easy-to-use features, MAP Insurance leveraged Act! to package up customer details, background, policy information, and previous touchpoints to build stronger relationships and seize opportunities with repeat customers.
- Implementing Act!’s CRM and marketing automation platform meant MAP Insurance could better support their customers, accessing their information from anywhere, and never miss an important milestone—no post-it note reminders required.