Vymo OnboardIQ

From Prospecting to Ready to Sell

A Complete End-To-End Solution for Producer Recruitment

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Accelerate producer readiness and efficency

Vymo OnboardIQ accelerates producer readiness and efficiency by simplifying the entire recruitment, onboarding, and compliance process; transitioning new recruits into sales roles. Vymo enables your sales team to take on an active role in recruitment, rather than relying on your HR department and their tools. This streamlined approach not only expedites the process, but also enhances the overall producer experience, ensuring they are equipped and empowered to succeed from day one.

Accelerate producer readiness and efficency

Vymo OnboardIQ accelerates producer readiness and efficiency by simplifying the entire recruitment, onboarding, and compliance process; transitioning new recruits into sales roles. Vymo enables your sales team to take on an active role in recruitment, rather than relying on your HR department and their tools. Nudges will automatically notify sales leaders of new licenses found in the PDB. This streamlined approach not only expedites the process, but also enhances the overall producer experience, ensuring they are equipped and empowered to succeed from day one. 

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COST AND RISK REDUCTION

Just-In-Time Appointments

Accelerate revenue production by enabling your producers to sell swiftly using multiple methods of appointing including Just-In-Time (JIT) appointments, ensuring rapid access to markets for increased revenue generation. Just-In-Time appointments allow insurance sellers to delay appointing a producer and paying the associated fees until the producer begins writing business for that seller.

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Group 105Rapid Onboarding with Vymo

Utilize digital onboarding of producers with workflow-based approvals. Modernize your onboarding process with integration to the NIPR PDB, automated background checks, and intelligent creation of contracts with eSignature. Manage compliance with NIPR alerts, renewal notifications, termination management, and eligibility checks.

 

Group 105Rapid Onboarding with Vymo

Utilize digital onboarding of producers with workflow-based approvals. Modernize your onboarding process with integration to the NIPR PDB, automated background checks, and intelligent creation of contracts with eSignature. Manage compliance with NIPR alerts, renewal notifications, termination management, and eligibility checks.

 

Group 105Rapid Onboarding with Vymo

Utilize digital onboarding of producers with workflow-based approvals. Modernize your onboarding process with integration to the NIPR PDB, automated background checks, and intelligent creation of contracts with eSignature. Manage compliance with NIPR alerts, renewal notifications, termination management, and eligibility checks.

 

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Rapid Onboarding Software
Producer Recruitment

Utilize digital onboarding of producers with workflow-based approvals. Modernize your onboarding process with integration to the NIPR PDB, automated background checks, and intelligent creation of contracts with eSignature. Manage compliance with NIPR alerts, renewal notifications, termination management, and eligibility checks.  

Recruit the Right Producers
Producer Onboarding

Boost revenue and producer satisfaction by recruiting the right producers with Producer Recruitment. Utilize Vymo’s social media sharing, event tracking, and referral tracking to increase and optimize your applicant pool. Track producer stages from “Newly Onboarded,” to “Ready to Sell,” to “Productive.” Make better hiring decisions to increase revenue production and reduce producer churn.

Why Vymo OnboardIQ

Vymo OnboardIQ
Accelerate producer onboarding and compliance
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COMPLIANCE INFOGRAPHIC
How Vymo Streamlines NIPR Compliance
Vymo is a complete end-to-end solution from prospecting to ready to sell. Accelerate producer readiness and transition new recruits into selling roles. This streamlined approach not only expedites the process, but also enhances the overall producer experience, ensuring they are equipped and empowered to succeed from day one.

Vymo provides configurable workflows and reports for producers with automated daily synchronization to NIPR and PDB with task and activity tracking. Vymo nudges will automatically notify sales leaders of new licenses found in the PDB.
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