Vymo Distribution Management PLATFORM

For: Insurers, Banks & Wealth Management organizations

Vymo is driving success with leading financial insitutions where focus on the right accounts and activity levels matter.

Vymo delivers mobile/Responsive tools for sales executives/agents/advisors/producers that drive best practices and generate substantial results.

Vymo core components include AI Enhanced Responsive Mobile applications for:

Vymo RecruitIQ

Recruitment

• AI enhanced development of ideal candidate profiles
• Candidate/Profile matching - recommendations
• Recruiter profiles - match candidates to the best recruiter within your team
• Candidate nurturing and automated invitation to apply
• Recruiter Portal for back-office candidate management teams

Insurance OnBording

• Agent/Agency/Producer OnBoarding
• NIPR integraion
• Background checks
• JIT appointing
• Conrract generation
• eSignaturee via DocuSign
• Post Onboarding Training.
• Onboarding Portal for back-office teams

Vymo EngageIQ

For Sellers

• Sales Engagement - daily AI driven nudges & reminders
• AI assisted account segmentation to provide focus on prospects with the high likelihood of converting.
• Mobile seller tools - trip planning, mail & calendar integration
• Seller book of business
• Voice enabled meeting note capture
• GeoFencing identification of meeting proximity with pre-call & post-call suggestions

For Sales Managers

• AI driven Lead Allocation - direct leads based on capacity, lead profile, seller profile and other factors
• Autoimatic tracking of lead acrtivities captured in KPI's for evaluation of volume, time in stage etc.
• KPI Dashboards tracking key metrics that drive business in flexible categories including activity levels, leads, opportunities, conversions, new business, renewals etc
• Analysis at team level with drill down to individual
• Business pkanning and territory development
• Analysis of top seller key attributes that helps drive coaching and training development
• Sales Manager and Account Executive Agent Portal

Vymo ElevateIQ

• Training recommendations and mobile delivery of training content
• Gamification to drive behavior with non-monetary rewards

Vymo Distribution Management Hub

• AI Management, Machine Learning, AI CoPilot
• Hierarchy Management
• Integration Platform
• Analytics Platform
• Playbooks
• Producer Data / Production Data / Compensation Results
• Email and Calendar Integration
• CRM integration