Life Insurance CRM

insurance crm

Best Free CRM

VAM dB is the best insurance CRM for agents. Completely customizable* to meet your needs, designed specifically for life insurance agents. Increase sales and profitability with an easy to use insurance CRM. Start for Free!Free single user account. Compare Versions

VAM dB has been around for over 20 years. We work only with insurance agents and with that 20+ years of experience comes the base of knowledge to provide a product that insurance agents can use to better manage their business. When you look for a product to manage your business, make sure it comes from a business that will be there for you when you need them. A company that offers a CRM as their product, not as a feature. Have a question? Give us a call, we would love to help: 888-826-3242. Learn more about us.

VAM dB. Insurance CRM - Function and Simplicity.

VAM dB CRM will be the center point of your office. A web based CRM allowing you to track and sell insurance online, run life insurance quotes, order exams & much more. Stay better organized and in contact with your leads and clients.

VAM dB has all the tools an insurance agent needs. Lead tracking, note taking, calendar and follow ups, policy tracking and commissions, document storage, phone, texting and more.

The full version of VAM dB is a customizable* crm to meet the unique needs of your insurance agency or office. Whether it is adding a couple of fields or something much bigger, VAM dB is built to be easily customized. We do the work allowing you to focus on your business, selling insurance.

Get leads from your website sent directly into the CRM or if you are buying leads online we are integrated with a number of the leading insurance lead providers.

VAM dB Insurance CRM works with all types of insurance: Life Insurance, Health Insurance, Medicare Supplement, Long Term Care, Disability, Auto, Homeowners, Annuites and more.

Drip marketing, email nuturing, automate the sending of emails throughout the sales process and beyond to keep you in better touch with your leads and clients.

Integrated phone and sms text messaging allowing you click to dial from a client record or list of new leads or clients. Purchase one or more new phone numbers for use. Logs all calls and texts sent and received in the client record.

Our insurance CRM helps organize your business. All leads and clients in one place, scan and upload policies and other documents. Never lose another case or file again.

"I use VAM dB exclusively for our insurance crm. I have tried numerous crm systems over the years and this is by far the best. The customer support has been excellent and the versatility of the system has allowed us to integrate with several other partners. I also like the ability to set up custom emails and the built in export functions are priceless."
Brian Greenberg, President True Blue Life Insurance

"Since switching our crm over to VAM dB our sales have increased significantly. Customer support has been amazing at implementing custom features that fit our business. The template and quoting features save our agents time which allows them to spend more time selling."
John Holloway COO

* Customizations only available on full version. Many basic customizations can be done at no cost. Some additional fees may apply. Any fees will be determined and agreed upon before any work is done. Appointment Alerts Reminders Life Insurance CRM Free CRM