A free single user insurance CRM to manage your business. The best free crm available for an insurance agent. Store all leads and clients, track policies, enters notes for all activities, follow ups for every lead and client that appear on your calendar and much more. Easy to use! Learn More
A 2 user insurance CRM to manage your entire business. Track all leads and clients, additional reporting, automate emails throughout the sales process and beyond, store all documents in client records. Always have access to your client data and files from anywhere. Learn More
Our full feature, fully customizable insurance CRM, the best tools for insurance agents! Life insurance quotes and forms, automated emails, order paramed exams, track commissions, multi-agent/user system with tracking for each agent and user.
Great for single agent office or large agencies. Learn More
VAM dB will be the center point of your office. A web based solution available from anywhere. Track and sell insurance online, run life insurance quotes, get forms, order exams & much more.
VAM dB's CRM solution has all the tools an insurance agent needs. CRM, note tracking, calendar and follow ups, policy tracking and commissions, document storage and more. You can automate the sending of emails throughout the sale process and beyond to keep you in better touch with your leads and clients.
The full version of VAM dB is customizable* to meet the unique needs of your agency or office. Whether it is adding a couple of fields or something much bigger, VAM dB is built to be easily customized. We do the work allowing you to focus on your business.
Get leads from your website sent directly into the CRM or if you are buying leads online we are integrated with a number of the leading lead providers.
Integrated phone and text messaging allowing you click to dial from a client record or list of new leads or clients. Purchase one or more new phone numbers for use. Logs all calls and texts sent and received in the client record.
A Compulife® term life quote engine is built in as is their forms library**. Currently over 20 insurance companies forms are available, some with fillable forms allowing you to have the data already entered into the CRM merged into the applications saving you and the client time.
Get your own email account with the full version of VAM dB, send and receive emails in VAM dB - directly in the client record. Also send an email to leads with a link to their quotes. They can view their quotes on a secure web page and you will be alerted when they view them. They can ask questions and send an application request from the website directly into VAM dB and the client record.
Our CRM helps organize your business. All leads and clients in one place, scan and upload policies and other documents. Never lose another case or file again.
"I use VAM dB exclusively for our insurance crm. I have tried numerous crm systems over the years and this is by far the best. The customer support has been excellent and the versatility of the system has allowed us to integrate with several other partners. I also like the ability to set up custom emails and the built in export functions are priceless."
Brian Greenberg, President True Blue Life Insurance
* Customizations only available on full version. Many basic customizations can be done at no cost. Some additional fees may apply. Any fees will be determined and agreed upon before any work is done.
** Must be a Compulife® subscriber for the quotes and forms library to be active.