VAM dB FREE
VAM dB FREE is our entry level insurance crm product. It is a completely free CRM for insurance agents, you can use it for as long as you like or use it to review the system to decide if you would like to upgrade to a paid version.
VAM dB FREE is a single user system with a limit of 500 leads and clients. All access is through a secure website so your data is safe and secure. You can enter your leads and clients and track them through the sales process and beyond. Enter for all activities, se a follow up for when you need to contact them again and have that appear on your calendar. Enter and track policies for life insurance, health, disability, long term care, medicare supplements, homeowners, auto and annuities.
- Track each person through the sales process, making sure no one slips through the cracks
- Monitor lead sources to see where you are making money and potentially losing it.
- Track insurance companies and general agents to see where your business is and how much is being placed.
- Merge lead and client data into emails and letters.
- Reports to view outstanding apps or policies, cases in underwriting and more.
- Easy searching of leads and clients.
- Follow up lists to organize your day.
- Get a free trial of Compulife's ® Quote Engine. Use the term life insurance quote engine built into the VAM dB for a one month trial (after one months it will be disabled and availabe only in the full version of VAM dB) allowing you to run and send quotes to leads directly from the database.
Signup for free right now and get the best free life insurance software.
View a pricing and product comparison.