Life Insurance CRM

A Life Insurance CRM designed specifically for life insurance agents and life insurance agencies by VAM dB. Life insurance policy tracking through the sales process that makes sense. We have worked with life insurance agents for over 20 years and built a CRM that works perfectly for life insurance!

Life Insurance CRM


With VAM dB there is no need to create fields or reports, this life insurance crm already has it built for you. Enter the death benefit, term, rate class etc. We speak your language so you can do what you do best.

Life Insurance Quotes


Run life insurance quotes right from the client page, save them in the CRM and email the client. Term, UL, final expense and more. *

Automation & Marketing


Track life policies through quoting, application, underwriting, approval to a placed inforce policy. Automation to move the case through the sales process in your office as well as email and sms text messaging to clients.



Get Life Insurance Leads


Integrated with online insurance lead providers. Use our form builder for your website or advanced methods to send you life insurance leads into the CRM.

Set Follow Ups & Get Alerts


Full calendar, set follow ups on leads and clients. Never miss call or appointment with alerts. Confirm and remind clients for appointments

Track Commissions


Enter and track commissions payments. Projected and past due reports. Track by agent, carrier & more.

Free Life Insurance CRM


Signup for a free account, no trial, no credit card needed. A free crm for life insurance agents. Use it to see how our CRM works. Make sure that it is what you want and then upgrade to a paid account when you are ready. Sound good?
 
Signup for FREE CRM Now

With VAM dB exceed expectations!

Let us help make you more efficient and profitable. Our full version CRM is completely customizable. Our experience with life insurance agents helps us provide better, faster and less expensive custom solutions to meet any unique needs you may have.

AFFORDABLE PRICES


FREE


$0

No credit card needed. Signup for free.

  • 1 User
  • Up to 500 Leads/Clients
  • Policy Tracking
  • Enter Notes & Follow Ups
  • Full Calendar
  • Basic Reporting
  • Other Insurance Types
  • Life, Health, Medicare +
Signup Now for FREE

CRM


$24.95

A 2 user CRM for small offices

  • 2 Users
  • Unlimited Leads / Clients
  • Manual & Template Emails
  • Marketing / Automated Email
  • Agent License Tracking
  • Document Storage
  • Phone/Text Integration **
  • Email Support
Start Free

VAM dB


$49.95

Set price up to 3 users.
Need more, $20 a month per user

  • 1-3 Users
  • User permissions
  • Life Insurance Quoting *
  • Commission Tracking
  • Calendar Alerts & Confirmations
  • Automated & Bulk Email
  • Advanced Automation
  • Phone/Text Integration **
  • Fully Customizable
  • Phone & Email Suport
Start Free
* Must subscribe to api service from NinjaQuoter or Compulife to enable life insurance quoting
** Additional Charges. Phone & Text integration starting at $25 a month

Need a Customized Life Insurance CRM?

We were designed from Day 1 to be the perfect life insurance crm solution. Quick, easy and inexpensive customizations so you get a system that meets your needs, not the other way around.

Scroll to Top