VAM dB Free CRM 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 CRM 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, set 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, annuities and more.