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77% of banking and insurance consumers were moved to purchase by customized promotions. In such a fast-paced, highly regulated industry, you need powerful marketing tools to capture and consolidate policyholder info, turn it into meaningful content, and mitigate customer churn. With Act-On’s advanced segmentation, lead scoring, and nurture campaign tools, we can help your insurance agency increase policyholder conversions with real-time data and hot prospect alerts.
Discover why Act-On is the right marketing automation platform for your insurance agency.
To help you create more meaningful communications for your prospects, brokers, and policyholders, Act-On integrates with leading CRMs — including Salesforce, Microsoft Dynamics, and SugarCRM.
With Act-On's integrated growth marketing software, the days of manual data processing are over. Enable conditional logic and dynamic content to funnel prospects and policyholders through a personalized, seamless sales process.
With a multi-channel digital marketing strategy, you can increase web traffic, generate more leads, deliver innovative nurture programs, and strengthen relationships with your prospects and policyholders.
Stay on top of your upselling and renewal activities by sending policy-specific and personalized emails to auto-renew, bundle, or purchase additional products.
We needed a platform to streamline email process while marrying best practices and data to deliver a unique customer experience.Jen Twersky Digital Marketing Project Manager, Meyer and Associates
Act-On starting from $900 per month
CRMs are personal and complicated. With every project and every issue we have had, I feel that we were treated fairly and professionally. On the occasional misunderstanding or miscommunication, there was no gotcha but a desire to solve the issue fairly. The expertise level is high. Very good and respectful service.
I highly recommend W-Systems. We have a complex solution that integrates numerous different software application and databases. This requires several different team members at W-Systems for support. Their knowledge and ability to work together provide the timely support I need. I’m not surprised there are challenges and issues with the complex technology support I ask from them, what is surprising is they always keep it working. Thank you!
We have found that W-Systems' knowledge and response time is second to none. They are always willing to take the time and use the necessary resources needed to answer our questions, resolve our issues and teach us whatever we need to learn. They are patient, informative and proactive.
W-Systems provided our not-for-profit with outstanding guidance and support to customize and implement SugarCRM to manage a complex network of activities, properties and partner relationships. The outcome was a clear, user-friendly system for our team resulting in professional reporting for our funders and senior leadership. W-Systems provides a project manager who is accountable and responsive throughout the process and provided resources for us to manage our system effectively.
W-Systems installed our system and has been wonderful about working with us over a long period of time when something went wrong.
We brought on W-Systems to take on a very complicated CRM upgrade. We chose W-Systems due to their knowledge around our system, and they had the resources to execute. Their PMs, dev team, customer service, and sales teams were all top-notch and responsive to our needs and feature requests. I'd recommend W-Systems to any company looking for a SugarCRM partner.
The entire team at W-Systems works hard to make sure you are satisfied with their service - be it resolving technical issues or implementing new technologies! BIG thumbs up!
W-Systems has great people to work with. They really took the time to understand our business and help us move into CRM best practices. They are reliable and helpful. SugarCRM was also a great decision for our team. The product functions as we had hoped and is easy to self-manage for day to day items.
W-Systems is an experienced and diligent SugarCRM integrator and developer. They have worked on numerous integrations and implementation projects with us and have been a great partner.