- Agent Tracking
- Commission Tracking
- Document Storage
- Insurance Sales Tracking
- Integrated Phone & Text Messaging
- Lead & Client Managemen
- tLicensing & Appointments
- Paramed Exams
- Quotation Managment
- Reports & Reporting
Pricing starts from
$24.95
Mobile Access
Free Version
Amount of users
1+
Training/Documentation
Online Support
VAM dB is a completely customizable office & CRM solution for insurance agents and agencies. Full featured from the start but easily customized to meet the unique needs of your office, helping to make learning and using the system quicker and easier.
VAM dB insurance CRM contains a term life quote engine, insurance company forms where you can merge client data onto them, the ability to store files, order exams, schedule your next activity or follow up on your calendar and much more. It is the center point to any insurance office.
Easily enter all leads, have them sent direct from lead providers or your web site, then track them through the sales process and beyond automating emails to them at each step. Group them for marketing campaigns, by their interests in products, health impairments and more allowing you to send emails and batch print letters.
VAM dB CRM gives you more time to focus on sales giving you the tools and reports to help run your business more efficiently.
Prices range from a free account for a single user with basic CRM, to VAM dB CRM for a 2 user database for $24.95 a month to the full feature VAM dB starting at $49.95 for up to three users.