VAM dB insurance CRM has all the tools an insurance agent needs to increase sales and improve customer service. Agency tools to track agent's sales and improve office workflows. VAM dB is completely customizable to meet any unique needs you have quickly and inexpensively.
Easy to use crm stores all leads and clients, tracking them throughout the sales process. Easily import and export data, have leads from your website feed directly into the crm, or if you purchase leads from an online lead vendor we have many integrated so those leads can go directly into your crm as well. VAM dB is completely customizable, we can easily add or change any field necessary to meet your needs. Learn more.
You can purchase new phone numbers through VAM dB and use them to make and receive calls as well as send and receive text messages. Calls are forwarded to an existing number and all calls and texts are recorded in VAM dB and the client record so you have a complete view of all communications with the client. Learn more.
You can track each lead source through the sales process. Individual policy screens for different types of insurance and date fields for the key milestones allows you to track all policies from the initial request through the final sale. Easily find where policies are at in the process and make sure nothing slips through the cracks. Learn more.
Over 100 reports are available to track sales, compare lead sources, agents, insurance companies and more. A variety of summary and detailed reports as well as graphs to view data in different ways. Profit based reports, premium, percentage, production and more. Plus we can customize reports based on your needs as well as automate delivery of reports if needed. Learn more.
Instead of having the quotes listed in the body of the email you can now send a link to a secure website where your leads and clients can view their quotes, submit questions or select a quote and send a request to apply. All questions and application requests go directly into their record in VAM dB and you are alerted. You can enter a note in the email, above the quotes on the website and individual notes for each quote shown. You will be alerted each time someone views their quotes, so you know better when to follow up and make the sale.Learn more.
Order exams through VAM dB and get status back directly into the client record. Images of the completed exams are sent back and stored in the client record and the agent assigned to the case is notified. Orders exams through APPS and Superior Mobile Medics.
Stores applications from the forms library with client data merged. Images received from paramed companies. Upload all other client documents becoming a paperless office. Easily access all files from anywhere. You can also upload commonly used files you send in emails so they are stored once and you can use as often as needed. Learn more.
Never write standard emails again, send automated emails (auto responders) to leads and clients at times you determine; sales, marketing, follow ups, birthday, policy reviews and more. Save time and stay in better contact with your leads and clients, even those you didn't buy before! Learn more.
Complete insurance commission tracking. Enter each payment as received, view past due and projected reports. Setup payment schedules and renewals so you can see what is coming and make sure no check is ever lost. Learn more.
Manage all agents, view comparative reports. Enter and track all appointments and licenses across all lines of insurance. Learn more.