Insurance CRM Software

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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! connects your entire front office and empowers you to get and stay organized, hit sales goals, and turn relationships into results. As an all-in-one CRM software for insurance businesses, Act! provides more features for the price point. See for yourself!

$30

user/mo billed annually

Act! Advantage Standard
A full-featured cloud-based CRM + Marketing solution

$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%

Your savings with Act!

70%

65%

14%

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

Why choose Act! as your insurance agent CRM?

Organize your book of business

Keep track of policies, renewals, and client interactions in one centralized system, making Act! the best CRM for insurance agencies looking to streamline operations.

Automate follow-ups & renewals

Never miss a renewal date or client touchpoint with automated reminders, making it ideal for life insurance CRM and health insurance CRM users.

Boost sales with smart insights

Leverage real-time data to identify upsell opportunities, quickly follow up with prospects, and nurture leads effectively to help you close more deals with ease.

Seamlessly integrate & reduce manual work

Connect Act! with your favorite email, calendar, and marketing tools to streamline your workflow and eliminate time-consuming tasks and paperwork.

Why choose Act!

Powerful CRM and marketing automation in one.

We understand the unique needs of small businesses.

Committed to your success, we’re here to help from day one.

years in business

customer satisfaction

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

Buy CRM software that grows with your business.

Act! CRM isn’t just software – it’s your growth partner. Whether you’re a small startup or a growing business, our flexible, cost-effective plans ensure you get the right tools to scale efficiently.

Act! Advantage
Standard

$30

USD/user/mo
(billed annually)

Full-featured CRM & Mobile App
Email Marketing (includes 2,500 sends/mo)
Office 365 & Gmail Integration
Interactive Quotes & Online Appointment Scheduling
Forms, Surveys, Website Chat & Event Management
Reports & Interactive Dashboards
Standard Support w/ Dedicated Onboarding Specialist
15 Gb Storage w/ Nightly Backups & Automatic Updates

We're with you every step of the way.

At Act!, your success is our priority, and we’re here to help make it happen. Unlike other CRMs that leave you to figure things out on your own, we provide personalized assistance from day one. You'll have a dedicated Account Manager (a real human, not a chatbot!) and free onboarding with your subscription by a team of experts ready to get you up and running fast.