Customizable Office Solution

Most programs you buy are designed to work a certain way and that is it, or they can prove to be very expensive to change. VAM dB is designed to fit your office and the way you do business. The database is easily customized to meet your needs and goals, you are not left to find ways to use the database on your own. From simple to wide range changes, what you can imagine we can do! Being that VAM dB was designed specifically for insurance agents we can make these changes much faster and less expensive than you expect. Feel free to call and explain the way your office works and we will work with you to make VAM dB fit your needs and goals. Our level of service is what sets us apart!

Here are some customizations we have done for clients.

  • Import and export data from other sources in any format
  • Print labels for packages.
  • Have a call center? Enter a script in the database with options as they go
  • Summary reports emailed to owners/managers on a daily, weekly or monthly basis with only the reports and data needed.
  • Commission module to meet payment structure including bonuses.
  • Monitor activity on cases with summary reports and automation to move cases if needed
  • Have different departments in your office? Have cases move from department to department based on any number of trigger points.
  • Do you sell excess leads or send to other agents? Keep detailed reporting while sending in any format need by each individual agent. Invoicing and tracking available
  • Add macro buttons anywhere in the database to perform multiple functions from one click.
  • 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


    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