Vymo Platform

Vymo Smart Distribution 
Management Platform

Empowering a Modern AI Data-Driven Producer Experience

Accelerate Producer
Readiness and Efficiency

Vymo is designed to leverage Machine Learning (ML) and Artificial Intelligence (AI) to analyze the sales activities of producers and offer next best actions at the right time, leading to increased production and reduced churn.  Vymo EngageIQ will increase up-sell/cross-sell and keep producers on top of pending renewals and policy lapses.  At the same time, Vymo EngageIQ presents sales managers with the analytics and coaching tools they need to monitor and proactively manage sales performance.

Accelerate producer

Reduce Customer Churn

Vymo EngageIQ is designed to ensure that your policyholders receive the attention they deserve.  With AI driven mobile-first solutions, your producers will be provided with the next best action to take for every lead and policyholder.  Producers will always have instant mobile access to their entire book of business.  Sales managers will have the tools they need to identify performance issues that are impacting persistence ratios and will be able to act and correct issues in real time.

Platform page-Reduce Customer Churn

Reduce Administrative Costs 

Vymo features integrated workflows to automate manual processes and deliver straight-through processing wherever possible.  Vymo can ingest data from multiple sources and apply ML and AI to identify bottlenecks in processes leading to additional efficiency gains.  Modern streamlined administrative desktop applications will make life easy for your administrators.  In addition, our mobile solutions will reduce administrative costs for your producers, leading to increased brand loyalty.

Reduce Administative costs
AI At the Core

Selling Technology Driven by a Modern Technical Stack

At the heart of the Vymo Distribution Management Platform, Machine Learning (ML) and Artificial Intelligence (AI)  enhances both distribution transformation and the producer experience. Vymo OnboardIQ and EngageIQ are seamlessly integrated with the industry-leading platforms: NIPR, Salesforce, Microsoft Dynamics, Zoom, etc; and easily integrated with leading third party or home-grown administration systems. Through real-time integrations, Vymo provides essential insights and tools empowering your team to thrive and succeed.

Vymo OnboardIQ
Accelerate producer readiness and efficiency by simplifying the entire recruitment, onboarding, and compliance process.
Onboard & Recruit/ Admin Portal
Appointing
Recruiting
Onboarding & Compliance
Component 2
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Vymo EngageIQ
Industry's most innovative AI-Enhanced solution for sales strategy and initiatives.
Sales Leadership Portal
  • Segmentation and Planning
  • Performance Analysis
  • Performance Management
Producer/Seller Portal
  • Sales Engagement
  • Lead Management
  • BoB Management
  • Performance Visibility
Vymo AccelerateIQ
Strategy and toolset designed to embed process change and best practices for the use of Vymo.

Advanced Adoption and Optimization  

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Vymo Distribution HUB
The core of Vymo’s platform where you can manage your producer records, hierarchies, integrations, and data.

Producer Records

Hierarchy Mangement

Production Data and Integration

Playbooks, Workflow, Insights, AI/ML Models, Alerts, Notifications

Why Vymo Distribution Platform

Vymo Distribution Management Platform
Empowering a Modern Data-Driven Producer
Smart Distribution Platform 1

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