Insurance Calendar & Follow Ups

VAM dB has daily, weekly and monthly calendars to view all your appointments, calls and every follow up you put on your list to work a case or personal item. Their is also a detailed list to work from. Each user has their own calendar and follow up list and administrators can view all user's calendars.

You can receive email, sms or pop up alerts to remind you of follow ups or items on your calendar. Easily find past due follow ups or ones entered recently, set multi user items for office meetings and more. Make sure every active case has a follow up set so no one is missed in the sales process. VAM dB provides a private and shared online calendar for your office to help you stay organized and plan your day.

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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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VAM dB CRM

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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

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