Document Storage

VAM dB allows you to be a paperless office. No more running to a filing cabinet to pull a file just to find out it's not there. Access all client files, office paperwork, marketing and promotional materials whether you are in your office or working from home or the road. Easily accessible from the client record and searchable from a central location.

With our forms library you can select the forms needed for a client, package them together and merge the client data into each form and have a copy of the file stored in the client's record.

Receive images back from paramed companies directly into the client record when the exam is completed saving you time in waiting for it to be mailed.

Keep all marketing and promotional materials together in the Projects section.

Keep your office more organized and efficient.
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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
Products

VAM dB FREE

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

Projects