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VAM dB was initially designed for life insurance agents, now it also tracks health insurance, homeowners, auto, long term care, disability and annuities, and is a completely customizable office soltuion. What you can imagine, we can do. VAM dB keeps track of a wealth of lead, client and policy data, and will become the central point of your office. Extensive reports unlike any other product available shows you where everyone is at and how long they have been there. The reports also detail what is making you money and what isn't. VAM dB gives you more of the most valuable commodity in your business, time. It automates all contacts with leads and clients at times you can determine. Never write standard emails or letters again! Batch print letters for a day or week, or do them individually. Also we can set macros throughout the database so you can accomplish multiple tasks with just one click of the mouse. A Compulife® quote engine is built into the database allowing you to run, save and send quotes to leads directly from the database. Compulife's® forms library is built into the database. Select and package life insurance company forms from 20 companies. Merge client data into forms and complete online.* Order paramed exams and receive status and images of the exam back in the database. Exam info available in client records and summary reports. Stores applications from the forms library with client data merged. Images received from paramed companies. Upload all other client documents becoming a paperless office. Never write standard emails again, automated emails (auto responders) to leads and clients at times you determine; sales, marketing, follow ups, birthday, policy reviews etc. CRM, lead management, importing and exporting. Search, sort and group leads/clients. Manage follow ups and calendars for each user. Batch print letters and labels. Individually track lead sources, insurance companies, detailed and summary reports Over 100 summary, detail reports and graphs. Percentage, premium, production, profit based reporting. Custom reports built upon request. Complete insurance commission tracking detailing each payment, past due and projected reports. Setup payment schedules and renewals. VAM dB is designed to be exactly what you need. Quick, easy and inexpensive customizations to help you get the most out of VAM dB Control workflow, data backup and security Manage agents, split cases, licensing and appointments. Enter and track other projects and office work. Use for marketing, hiring, meetings and anything you can imagine. * Not available with all companies. |
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