Take control of 2025! Get 10% OFF* Act! when you use code: ACTNY2025. Sign up today – offer ends soon!

Growing your insurance business is easier than you think.

Make great client relationships an everyday reality with the right insurance CRM software. Act! includes powerful CRM and Marketing Automation tools in one, empowering insurance agents and brokers to market better, sell more, and keep policyholders for life.

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Join 800,000+ happy Act! users today

"I have been using Act! for over 20 years and love the customizable front end and the flexibility."
"I like the configurability of Act!. We have used it for over 15 years and tailored it to reflect the data we need."
"I really love the Marketing Automation which allows me to quickly and easily send email campaigns to targeted audiences."
"I've depended on Act! since the beginning. It remains the hub for managing the many relationships under my watch."
"The best tech support people!"

Looking for value? See how Act! compares.

Act! is the leading CRM system with an integrated marketing automation platform for small and midsize businesses, providing more CRM and marketing features for the price point. See for yourself!

$30
user/mo billed annually
  • Act! Premium Cloud
  • Full-featured CRM + Marketing Automation
$100
user/mo
billed annually
Salesforce Pro Suite
Your savings with Act! 70%
$85
user/mo
billed annually
SugarCRM Advanced
Your savings with Act! 65%
$35
user/mo
billed annually
Zoho CRM Enterprise
Your savings with Act! 14%
$249
user/mo
billed annually
Keap Pro
Your savings with Act! 88%

"It's a pleasure working with Act!"

"I consider Act! a solution partner that has helped me build my business. I couldn’t have done it without a strong CRM. I’ve tried others over the years, like Goldmine (in the old days), Microsoft Dynamics CRM (a disaster for me), and most recently Monday.com CRM, and I always go back to my basics in Act! and get the job done. Updates have always been meaningful, especially incorporating its social media and marketing platform. Most helpful is its tech support. Reps answer questions thoroughly and are knowledgeable of Act! for both online and desktop applications."
Anthony N, Small Business Owner
G2 Review

Act! CRM for insurance agents can help you meet your insurance sales goals.

Marketing Automation

Easier marketing.

  • Boost lead conversion rates with personalized marketing campaigns.
  • Send automatic reminders for policy renewals and upgrades.

Sales Pipeline Management

More sales.

  • Quickly follow up and nurture prospects through your sales pipeline.
  • Upsell and cross-sell more insurance products to existing customers.

Customer Management

Keep more policyholders for life.

  • Build personalized relationships based on detailed customer data.
  • Improve customer service with a 360-degree view of every client account.

Activity Management

Less busywork.

  • Eliminate time-consuming manual tasks and paperwork.
  • Access and update policyholder information in one central location.

Why choose Act!

The total relationship package.

The total relationship package.

Powerful CRM and marketing automation in one.
Unparalleled SMB know-how.

Unparalleled SMB know-how.

Put your trust in the most capable hands.
Unmatched flexibility and choice.

Unmatched flexibility and choice.

Act! accommodates all the unique ways you work.
0+
years in business
0%
customer satisfaction
0+
users worldwide

What Act! customers are saying

"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
“Exceeding expectations at every point of contact is critical to the success of my business and Act! allows us to do just that. Act! Is the foundation of everything we do when aiming to exceed expectations using personalized communications.”
Jay Ratcliff
President, Day Trade Fun

Affordable plans that fit the unique ways you work.

Experience a feature-rich, customizable CRM and Marketing Automation platform with flexible deployment options.

Most Popular
Act! Premium Cloud
CRM + Marketing Automation*
$30

$40 (w/desktop sync)

USD/user/mo
(billed annually)

Choose Cloud to enjoy the convenience and peace of mind of a cloud-based solution where we handle all the technical details.

  • Immediate, browser-based access
  • Word-class, secure hosting
  • Automatic updates and backups
  • Optional desktop sync
Act! Premium Desktop
 
$39

USD/user/mo
(billed annually)

Choose Desktop if you want to experience the security and control of an on-premise solution where you deploy and manage the software.

  • Networked and offline access
  • Self-managed security
  • Complete control of updates
  • Compatibility w/ desktop add-ons

Integrate with the apps and tools you love.

Outlook CRM

Outlook CRM

Streamline workflows and maintain a complete record of email exchanges with seamless Microsoft Outlook integration.
Act! Mobile Apps

Act! Mobile Apps

Stay connected while on the go from any Apple iOS or Android device with Act! Mobile Apps.
Custom Tables

Custom Tables

Bring complex data sets, unique business processes, and specialized industry practices together with Custom Tables.

Customers love our award winning software!

*New direct US and UK customers only. 10% off based on MSRP for Act! Premium Cloud or Act! Premium Desktop. Discount may apply to a single or multi-year term. Promo code must be provided at time of order. Discount cannot be combined with other promotions. Offer expires January 31, 2025.