Health Insurance CRM

VAM dB is a health insurance crm for an agent, agency, IMO or FMO. Designed specifically for insurance so you don't need to create custom fields for all your health insurance policy data. We have integrations with top internet lead providers and you can create custom forms on your website to send leads directly into your account. Never lose track of leads or clients again. VAM dB makes searching easy. Find all clients or any subset, search by carrier or product, group leads and clients easily by any number of categories you create. Enter follow ups on your calendar to stay in touch with all your leads and clients.

VAM dB allows you to automate marketing campaigns or drip emails as well as sending blast emails to your health insurance leads and clients. See who opened your emails, automatic processing for bounced emails and unsubscribe requests save you time. Enter notes for all activities done. Easily upload files to client records so everyone who needs access can quickly find any information or files on a client.

With VAM dB you get the the best health insurance crm available. We have worked with agents and agencies both large and small for over 20 years. We take an old school approach to service and support. With decades of experience we work with customers to make sure they get the most out of their health insurance crm. Listening to your needs and offering ideas and suggestions to help make your office more successful. It starts with a free account, signup below for free or give us a call and see how we can help.

 

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