Life Insurance Agent's Licensing & Appointments

VAM dB tracks each agent's production and work. Any level of monitoring is available to make sure all leads are worked to levels you select. Compare agent's numbers throughout the sales process and beyond. See which leads they are working best and where their strengths are. VAM dB supports any number of agents, they can be in your office or in offices throughout the country. With VAM dB they will all have access to the database in real-time making each office more effective and able to stay current with each other. Produce weekly or monthly sales reports for your office. Track cases with multiple agents and their split levels. Agents can be restricted to see only cases assigned to them and reports and pages you choose.

VAM dB can help you keep track of all licenses in your office. With expiration dates, it can warn you of upcoming licenses that require renewing. This provides a central place where information can quickly and easily be pulled if needed. The licensing module can also be tied to assigning leads only to states where agents are licensed.
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Completely Customizable Insurance Agency Management CRM Database
   ...Web based solution accessible via web browser from any computer
   ...Track and Sell Insurance Online; Run Quotes, Get Forms, Order Exams & More
   ...The Center Point of Your Office; with VAM dB What You Can Imagine, We Can Do




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Quotes on your Website

Key Features

Easy Start Lead Process

Term Life Quote Engine

Insurance Company Forms Library

Paramed Exams

Document Storage

Automated Emails

Lead, Contact & Sales Management

Calendar & Follow Ups

Sales Tracking

Extensive Reports

Commission Tracking

Completely customizable office solution

Office Workflow

Agents Licensing & Appointments