Unlock key levers for agent productivity and success.

Drive Sales Excellence across
teams for your Insurance Business

As an Insurer with a growing agent base, maximizing revenue from each agent becomes a top priority.

You need visibility into customer engagement to provide coaching when necessary and create predictable revenue.

With Vymo, you can drive productivity and ensure that all your agents are as successful as possible.

Vymo offers

Insights to Improve

Agent
Revenue

Increase up/cross sell conversions through intelligent engagement

Agent
Retention

Predict agent churn based on business parameters

CSAT
Score

Promote customer delight through intelligent engagement

Day in the Life of an Agent

Connect Clients

Connect Clients to
Best Fit Agents

Vymo intelligently segments clients based on
region, potential and other business metrics.

Integrate with your
core systems

Connect to your current sales tech stack and
processes to automate the entire workflow
on mobile.

Contacts 360
Intuitive Workflow

Personalized nudges for
optimal impact

Understand customer insights that surface
up sell and cross sell opportunities at the
right time.

Auto-Capture
activities

Vymo studies the activities of agents and suggests contextual next steps to reduce turnaround time of closing deals.

Correlate sales
efforts to outcomes

Through customizable dashboards, managers can identify skill gaps and flag interventions to help agents in real time.

Selling is an art

Building a Successful Sales Org
is Pure Science