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Vymo Distribution Management Suite

For: Insurers, Banks, Credit Unions & 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


  • 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