Elevate your Insurance Sellers with EngageIQ
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Trusted by teams at over 70 of the world’s leading organizations
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Streamlined mobile tools powered by AI, providing nudges and suggestions that empower sellers to focus on actions that will drive business with the right prospects at the right time. Sales planning tools that facilitate efficient time management and prospecting - maximizing their value. Essentially, sellers carry a comprehensive book of business in their pocket, accessible on any iOS or Android device, as well as on mobile or laptop platforms.
Vymo supervises, analyzes, and optimizes the portfolio of policies managed by insurance agents and brokers. It dynamically updates and reassigns blocks of business within the organizational hierarchy, providing the agility needed to seize new opportunities and respond to market changes efficiently.
- Customer 360 view
- Policy lookup
- Renewal/lapse management
- Cross-sell/up-sell
- Claims visibility
- Service ticket history