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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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VAM dB FREE VAM dB CRM VAM dB Compare Versions Quotes on your Website 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 |
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