Life Insurance Agents CRM

Life insurance is a competitive business, and agents need all the tools and resources they can get to help ensure they get the most from the leads they are working. The internet has become a great resource for people of all ages, and therefore consumers are more likely to have researched rates more than in the past. With this in mind agents need to change as well. Many agents still work off paper files in a cabinet. Today you need to be able to access data quickly and pulling a file from the filing cabinet is wasting time. If you were able to have all the client data and files available at your finger tips when a client calls imagine the time you could save, and that time can be used to make more sales. More and more buyers are preferring to use email to communicate as they can be doing multiple things at once. Being able to quickly run and send quotes them via email, send information on yourself and company. Then what if that could all be done automatically as new leads come in? Would that improve the efficiency in your office? Use that throughout the sales process and beyond to help keep the buyer informed as to the progress of their case to make sure they don’t buy elsewhere. All while not taking any of your time!

VAM dB was designed specifically for life insurance agents and is a completely customizable database. What you can imagine, we can do. VAM dB keeps track of a wealth of client and policy data. Extensive reports unlikely any other product available shows you where everyone is at and how long they have been there. The reports also detail what is making you money and what isn’t.

VAM dB gives you more of the most valuable commodity in your business, time. It automates all contacts with clients at times you can determine. Never write standard emails or letters again! Batch print letters for a day or week, or do them individually. Also we can set macros throughout the database so you can accomplish multiple tasks with just one click of the mouse.