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VAM dB FREE can help you stay in better contact with your leads and clients. Life insurance is a contact business. Most times it will take an agent more than a call or two to sell a lead and VAM dB can help you get to the lead at the right time to make the sale. For some clients with health issues they may not purchase now but may be a good candidate six months to a year from now. Being able to enter and save their information and then be able to contact them again at the right time can help lead to more sales. Building an inventory of leads you have spoken to is very valuable if used properly. Also sometimes the sales process can drag on and on and unfortunately some times they cases can slip through the cracks and be lost. VAM dB allows follow ups to be set for each lead or client to remind you when a client asked to be called. Don't forget to make the call that has been requested, prioritize calls and activities. Easily pull lists of people that haven't been reached yet, those with life insurance applications outstanding, in underwriting or policies outstanding. More efficiently managing your leads and clients can help make sure cases are not lost and potential sales become actual sales in the future! |
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