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.