Integrated Email and QuotesApply.comVAM dB Support
We have added an integrated email option where users get a new email address which they can use to send and receive emails in VAM dB. All replies from a lead or client will go directly into their record. Also QuotesApply.com is a new secure website that you can use as a link in emails to leads where they can view their quotes online, submit questions and request to apply for the one they choose.
Integrated Phone and Text Messaging VAM dB Support
You can purchase new phone numbers through VAM dB and use them to make and receive calls as well as send and receive text messages. Calls are forwarded to an existing number and all calls and texts are recorded in VAM dB and the client record so you have a complete view of all communications with the client. Read More
Yahoo Email Accounts VAM dB Support
Yahoo has recently changed its authentication policy for emails which could cause your emails to not be delivered or bounced back to you. If you use a Yahoo email address to send emails from, they are now more likely to not get delivered when sending from VAM dB or other third party services. Read More
New ReportsVAM dB Support
Three new reports have been added to VAM dB. They are reports to review activity during a month time period. There is a summary report and two comparative reports to gauge different areas of business to each other or different time periods. These new reports are found on the Reports page. The tabs are: Month Review, 3 Month Review and 3 Month Compare.
Pre-fill more ApplicationsVAM dB Support
Banner Life Insurance and Prudential Life Insurance Companies application have now been added to our new application process where the information you have in VAM dB is pre-filled into the applications. You can also complete the application in VAM dB, storing all data in the client record and completed copies of the applications and other forms. Six companies are now available in this process, in addition to Banner and Prudential, American General, ING / Reliastar, Transamerica and SBLI are all available. Read More
VAM dB Redesigned VAM dB Support
We have released a completely redesigned look and feel for VAM dB. The new design is easier to use, has more data at your fingertips and provide a fresh look. There will be many more new additions over the coming months, and we are very excited for this update and the future. We hope you enjoy the new look!
New Application Process VAM dB Support
We have redesigned the forms library and the pre-filling of data into the applications. The new process improves the data mapping from VAM dB onto carriers forms, and allow you to make changes without having to re-select the forms and enter data. All forms packaged will be displayed on the Reference screen of the client record. You can download individual forms, package them again or edit forms as needed. Currently American General, Transamerica and ING forms are being updated and more companies will follow. Read More
Dialer Functionality VAM dB Support
Looking for a dialer function in your CRM? VAM dB can help. We can customize your database and the phone numbers in your lead or client's record to make them click to dial. Looking for an auto dialer or predective dialer? We can setup easy exports so you can import files of numbers to be called into the dialer of your choice. VAM dB is completely customizable to work the way you need. Call with any questions to see how we may be able to help.