Sun Life Case Study

How Vymo turbocharged
remote sales productivity for
2000+ Sun Life wholesalers

Before Vymo

Challenges

Gain Wallet share from broker network
End to end transparency and
no-friction collaboration
Remote sales productivity and
effectiveness with COVID challenges.

SunLife was planning to expand its 400
member wholesaler team to 3000+ over
12 months to gain wallet share amongst
its 3rd party seller network.

After Vymo

Result (12 months)

95% Daily Active Users (DAUs)
2.5x Increase in engagement activities
65% Reduction in “time to win” a new customer.
14% Increase in deals per wholesaler

Enabling the success of 10,000 advisors

Streamlining lead management and activity tracking

Improving adoption

Selling is an art

Building a Successful Sales Org
is Pure Science