Buy CRM for Insurance at: http://www.actplatinum.com/Merchant2/merchant.mvc?Screen=CTGY&Category_Code=INSURANCEACT *** Free Test Drive at website*** Act! is the #1 best-selling Contact & Customer Manager, trusted by individuals, teams, and companies for over 25 years. Act! is for Everyone, and especially for Insurance Professionals! Act! is based on Contacts - you know - the people you do business with... Leads, Prospects, Members, Employers, Managers, HR, Carriers, Providers, Physicians, Advisors, Adjusters, Brokers, Administrators, Coordinators, Underwriters But most importantly Your Customers. Act! helps you keep track of all that valuable information about your relationships in a single, organized view. With the Act! Database customized for Insurance Professionals, Store basic contact details and personal information. Keep track of the Medical, Dental and Vision Health Policies as well as Life, Disability and LTC Policies. The Watch List will automatically count how many days until policy renewal dates. Store contact details and associated notes, history, emails, activities, sales, works with office, webs apps, popular websites and social media, and has powerful search features to find the information when you need it. Act! is your business's information center. You can create Companies and bring together the related contacts into a single view. Keep track of the employer participation with the various carriers and plans. You can also use the Groups area to organize your contacts and Segment your database. Default Groups have been created for Upcoming and Past Due Renewals and will automatically be updated with the latest contact information. Use the Calendars to keep track of your schedule - you'll have Monthly, Weekly and Daily Views so follow-up is simple. Check out your results with Act's Dashboards and over 50 Reports. And with any of the Act! list views you'll have the one click Export to Excel feature for quick and easy reporting. Take your Act! on the Go by Synchronizing a laptop or with the Premium version by using the Web or Web Mobile access. Don't worry about building your team or your company, Act! grows with your business and adding users is easy! And Act helps you grow your business - it now includes basic Email Marketing. Market like a pro and send professional looking emails to a targeted segment of your database - let people know when you have new plans or programs, seminars, events and newsletters - then watch the results come in! Now the only place to buy Act! with the customized for Insurance Database is at www.actplatinum.com - the number #1 Diamond Select Partner in the US and where you will find the latest sales, promotions and coupons. So Get Act! and Get Growing!

1. Hi Everyone, I’m Page Swift

2. Act! CRM Software is #1

3. Act! is for everyone…

4. and especially for Health
Insurance Professionals!

5. Act! is based on Contacts – the people you
do business with.

6. Leads, Prospects, Members,

7. Employers, Managers, HR,

8. Carriers, Providers, Physicians,

9. Advisors, Adjusters, Brokers,

10. Administrators, Coordinators,
Underwriters…

11. …well you get the idea…

12. Most importantly Your Customers!

13. Act! helps you keep track of all that valuable
information about your relationships in a single,
organized view.

14. With the Act! Database customized
for Insurance Professionals,

15. store basic Contact details

16. and personal information.

17. Keep track of the Medical, Dental
and Vision Health Policies

18. as well as Life, Disability and LTC
Policies.

19. The Watch List will automatically count how
many days until policy renewal dates.

20. Store Contact Details and
associated Notes

21. Histories

22. Emails

23. Activities

24. Sales

25. works with Microsoft Office

26. and Web Applications

27. all of the popular Websites

28. and Social Media

29. Act! has powerful Search features

30. to find the information

31. when you need it!

32. Act! is your business’ information
center!

33. You can also create Companies to bring together
the related Contacts into a single view.

34. With the Act! Database customized
for Insurance Professionals,

35. keep track of the employer participation
with the various carriers and plans.

36. All of your Contacts can be organized
into Groups and segment your database.

37. Default Groups have been created for Upcoming
and Past Due Renewals and will automatically be
updated with the latest contact information.

38. Use the Calendars to keep track of
your schedule ‐

39. you’ll have Monthly, Weekly and
Daily views so follow‐up is easy!

40. Check out your results with Act!’s
Dashboards

41. and over 50 Reports.

42. And with any of the Act! list views you’ll have the
one click Export to Excel feature for quick and easy
reporting.

43. Take your Act! on the Go!
By synchronizing a laptop

44. or with the Premium version by using
the Web or Web Mobile access.

45. Don’t worry about growing your
TEAM

46. or your COMPANY,

47. Act! grows with your business and
adding users is easy!

48. And Act helps you grow your business ‐ it
now includes basic Email Marketing.

49. Market like a pro and send professional looking
emails to a targeted segment of your database.

50. Let people know when you have new plans or
programs, seminars, events and newsletters ‐

51. then watch the results come in!

52. Now the only place to buy Act! with the
customized for Insurance database is at
www.actplatinum.com

53. the number #1 Diamond Select Partner in the
United States and where you will find the latest
Sales, Promotions and Coupons!

54. Get Act! and Get Growing!