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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.
Responsive, helpful, thoughtful. They have been exactly opposite (in as positive of a way as possible) of the typical software sales approach. W-Sytems created my happiness with CRM.
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!
Our experience with the team has been nothing but positive. They are a valuable resource for SugarCRM integrations and enhancements as well as day-to-day support. Our Account Manager has always shared relevant and engaging content and there is a wealth of webinars and knowledge shared throughout the year by the company. A+++
Our company has used W-Systems for about a year now for customization of our SugarCRM Cloud environment. It's been a pleasure working with a group of developers that get the job done right the first time. From the Director of Sales to the Ops Manager to the programmers... all our first class.
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.
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.
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 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.