VAM dB CRM

VAM dB CRM is a contact & sales management database for insurance agents with a maximum of 2 users. Designed initially for life insurance agents, VAM dB now also tracks health, homeowners, auto, long term care, disability and annuities. For only $24.95 a month and no long term commitment you can track prospects and clients throughout the sales process and beyond. Save time and increase sales by automating emails (auto responders) for sales, follow ups, birthdays etc. VAM dB will be the central place in your office for all prospects or clients data and files. Access through a secure web site from the office, home or while traveling.

VAM dB CRM gives you more of the most valuable commodity in your business, time. Make your office more productive and profitable today.

  • Monitor lead sources to see where you are making money and potentially losing it. Average premiums, percent of cases placed and more.
  • Track insurance companies and general agents to see where your business is and how much is being placed.
  • Reports to view outstanding apps or policies, cases in underwriting and more.
  • Easy searching of clients. Group leads and clients together for marketing or quick searching. Export, batch print letters or labels for everyone in the group.
  • Calendars and follow up list to organize your day. Automate reminders to yourself to be alerted via email ahead of important calls or meetings.
  • Add unlimited templates with a built-in word processor for emails and letters.


    • For a full feature, completely customizable management database for offices of any size see VAM dB.

    View our pricing and product comparison.
    Signup for FREE | Free Login | CRM Login | (888) 826-3242

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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
    Products

    VAM dB FREE

    VAM dB CRM

    VAM dB

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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

    Projects