- Insurance-Specific Contact Management: Store detailed client profiles, policy data, beneficiaries, and renewal dates in a centralized database built for insurance workflows.
- Policy & Renewal Tracking: Track active policies, upcoming renewals, and cross-sell opportunities to reduce missed follow-ups and improve retention.
- Sales Pipeline Management: Visualize prospects from lead to closed policy with customizable stages tailored to life, health, auto, or commercial lines.
- Marketing Automation: Automate email campaigns, renewal reminders, and nurture sequences to stay top-of-mind with clients.
- Task & Activity Management: Schedule calls, meetings, and follow-ups with alerts to keep agents on track daily.
- Custom Reporting & Dashboards: Generate performance reports on sales activity, renewals, and agent productivity.
- Email & Calendar Integration: Sync with Outlook and other tools to manage communications directly from the CRM.
- Mobile Access: Access client data, notes, and tasks from mobile devices while in the field.
- Integrations & Add-Ons: Connect with marketing tools, accounting systems, and other business apps to extend functionality.
Act Insurance Agent CRM
Insurance-focused CRM for policy tracking, renewals, and retention
Updated April 26, 2026
Act Insurance Agent CRM Overview
Act! Insurance Agent CRM helps life, health, auto, and commercial agents manage contacts, policies, and renewals in one place. It combines contact management, pipeline tracking, marketing automation, and reporting tailored to insurance workflows.
Agents use it to automate follow-ups, reduce admin work, and boost retention. It supports both cloud access and integrations for agencies that need flexibility.
Key Features
Pricing
| Plan | Price | Key Features |
|---|---|---|
| Act! Advantage Standard | $30 USD/user/mo (Billed Annually) | Full-featured CRM & Mobile App; Basic Email Marketing (2,500 sends/mo); 15 GB Cloud Storage with Nightly Backups |
| Act! Advantage Professional | $45 USD/user/mo (Billed Annually) | Everything in Standard; Email Marketing Plus (25,000 sends/mo); 25 GB Cloud Storage |
| Act! Advantage Ultimate | $60 USD/user/mo (Billed Annually) | Everything in Professional; Marketing Automation (50,000 sends/mo); 35 GB Cloud Storage |
| Act! Premium Desktop | $40 USD/user/mo (Billed Annually) | On-premises deployment; Networked & Offline Access; Self-managed Security & Updates Control |
Price details: https://www.act.com/pricing/
Pros
Competitor |
Pros |
|---|---|
| Zoho CRM | Act! feels more tailored for insurance agents who need policy tracking and renewal management without heavy customization. Many small agencies find it easier to set up for insurance-specific workflows, while Zoho often requires more configuration and add-ons to match the same level of industry focus. |
| HubSpot CRM | Compared to HubSpot, Act! offers stronger built-in contact depth and traditional database control, which appeals to agents managing detailed policy records. Agencies that prefer structured data fields and customizable layouts often find it better suited for long-term book-of-business management. |
| Salesforce Financial Services Cloud | Act! comes at a much lower price point and requires less technical overhead than Salesforce. Independent agents and small teams can launch faster without hiring consultants, making it more practical for agencies that want CRM structure without enterprise-level complexity. |
| AgencyBloc | Act! provides broader customization and marketing automation flexibility, especially for agencies selling multiple insurance lines. Teams that want to design their own workflows instead of following a rigid agency management structure often prefer Act!’s adaptable setup. |
| Pipedrive | While Pipedrive focuses heavily on sales pipelines, Act! gives insurance agents deeper contact history, policy tracking, and follow-up management. Agencies that prioritize renewals and long-term client relationships over just closing new deals often lean toward Act!. |
Cons
Competitor |
Cons |
|---|---|
| Zoho CRM | Zoho offers more modern UI elements and broader native integrations out of the box. Agencies wanting advanced automation, AI insights, and multichannel communication tools may find Act! less advanced without additional setup or third-party integrations. |
| HubSpot CRM | HubSpot’s free tier and marketing ecosystem provide more built-in tools for digital campaigns. Act! requires paid plans for many marketing features, and agencies focused heavily on inbound marketing may find HubSpot more streamlined for that approach. |
| Salesforce Financial Services Cloud | Salesforce delivers deeper enterprise analytics, compliance features, and scalability for large agencies. Growing brokerages with 50+ users may outgrow Act!’s reporting depth and customization limits compared to Salesforce’s advanced capabilities. |
| AgencyBloc | AgencyBloc includes built-in commission tracking and agency management features that are more insurance-specific. Agencies wanting end-to-end AMS-style functionality might need additional tools alongside Act! to cover accounting and commission workflows. |
| Pipedrive | Pipedrive’s interface feels more modern and sales-focused, which some agents prefer for quick onboarding. Act! can feel more traditional in design, and new users sometimes report a steeper learning curve when customizing fields and layouts. |
Reviews
- Software Advice Review (Rating: 3.9/5): One reviewer called ACT! a “dependable tool throughout my professional career” and described the overall experience as “very positive,” noting they continue to see it as a strong option after years of use.
- Capterra Review (Rating: 3.9/5): Act! “is still our go to software” for some teams, and another user said “ACT is good product for small business needing CRM for remarketing.” A newer customer shared they are “just starting, but very pleased.”
