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Easy Start Lead Process

VAM dB helps simplify the sales process with the Easy Start Lead Process for life insurance agents. It guides you through entering a new lead, quoting them, saving the quotes and emailing them or selling the product they select right away. VAM dB has a forms library with all the forms from a number of top carriers. You can then package the forms needed, and if the company has fillable forms (AIG, Banner, Genworth, ING, Transamerica, West Coast and more) you can enter specific questions for those applications and have the data merged onto the apps. Then you can order a paramed, email the application to the client, enter a note with any other details from the call with them and enter a follow up for the next time to speak with them. One easy process that leads you through the initial call, quoting and sales process. View the video below to see the process is action

Easy Start Lead Process
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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