Customizable Insurance CRM Solution
Most software you buy is designed to work a certain way and that is it, or they can prove to be very expensive to change. VAM dB is designed to fit your office and the way you do business. The CRM is easily customized to meet your needs and goals, you are not left to find ways to use the database on your own. From simple to wide range changes, what you can imagine we can do! Being that VAM dB was designed specifically for insurance agents we can make these changes much faster and less expensive than you expect, many at no additional cost! Feel free to call and explain the way your office works and we will work with you to make VAM dB fit your needs and goals. Our level of service is what sets us apart!
Here are some customizations we have done for clients.
- Import and export data from other sources in any format
- Print labels for packages.
- Have a call center? Enter a script in the database with options as they go
- Summary reports emailed to owners/managers on a daily, weekly or monthly basis with only the reports and data needed.
- Commission module to meet payment structure including bonuses.
- Monitor activity on cases with summary reports and automation to move cases if needed
- Have different departments in your office? Have cases move from department to department based on any number of trigger points.
- Do you sell excess leads or send to other agents? Keep detailed reporting while sending in any format need by each individual agent. Invoicing and tracking available
- Add macro buttons anywhere in the database to perform multiple functions from one click.