Insurance Agents: We are so confident you'll love our easy to learn and use, feature rich CRM (Customer Relationship Management) / CMP (Contact Management Program) database we'll let you get started for FREE and let you decide when you are ready to upgrade to a paid version, or you can use our free version for as long as you like. Never any long-term commitments, contracts or hidden fees! Easily import or export your data at any time. With VAM dB what you can imagine, we can do!
VAM dB is a web based CRM or CMP database solution for insurance agents and agencies. Contacts, leads, sales and client management. Initially designed for life insurance agents, VAM dB now also tracks health insurance, homeowners, auto, long term care, disability and annuities. There are three versions available:
VAM dB Free a free basic crm solution for a single user
VAM dB CRM a 2 user database with more features
VAM dB our full featured CRM insurance database
VAM dB is customizable to meet the unique needs of your agency or office. A Compulife® term life quote engine is built in as is their forms library*. Currently 20 insurance companies forms are available, some with fillable forms allowing you to have the data already entered merged into the applications saving you and the client time. Document storage, complete calendars and lists of follow up with leads and clients. Automated emails (or auto responders) to leads and clients at times you determine. Track commissions, agent licenses and appointments. Securely store client contact and policy data and track each sale throughout the sales process and beyond.
Have leads sent directly from your web site to VAM dB, or import files of purchased leads (some lead providers can send leads directly into VAM dB as well). Run quotes, track the sales process, package the needed forms, store them in the client record, order paramed exams and receive status back in VAM dB. Make sure no opportunity slips through the cracks and run reports to tracks sales, find the most profitable lead sources and follow ups through the sales process, track commissions and stay in touch with clients in the future. VAM dB will become the central point of your office. Everything you need in one place saving you time and money, making you more profitable and efficient! VAM dB is the premier insurance agent and agency management software available.
* must be a Compulife® subscriber
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Term Life Quote Engine
Insurance Company Forms Library
Lead, Contact & Sales Management
Calendar & Follow Ups
Completely customizable office solution
Agents Licensing & Appointments
Agency Management Software for Life Insurance Agents
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