29 May 2024
For P&C and Life Insurers
Vymo Distribution Management Platform
An overview of the Vymo AI assisted Distribution Management solution.
Key solution elements:
Vymo OnboardIQ - Recruit & Onboard high value sellers
- AI assisted Recruitment
- Insurance Onboarding & Compliance
- Ready to Sell Training
Vymo EngageIQ - Sales Leaders
- Sales Management Business Planning Tools
- Interactive performance dashboards
- Oversee and drill though all levels of sales perfromance
Vymo EngageIQ - Field Sales
- Daily AI assisted reminders - best things to do to maximize your business
- Interactive meeting planning tools on your mobile devices
- Voice note taking - no need for CRM logins
- Up to date performance results
- Book of business - contacts, phone/email/txt
Vymo AccelerateIQ
- Ensure maximum usage by sellers or wholesale team reps
- Optimize system for ease of use and maximum results
- Ensure reporting & analytics are highlighting critical parts of your business
Vymo DistributionHUB
- Producer records (individual or external sellers (individuals or agencies/teams etc)
- Book of business attached to each seller or agency
- Data integration platform
- Artificial Intelligence (AI) and Machine Learning (ML) platform
- Configuration Platform - extend system capabilities without coding
- Configuration tools - workflow, playbooks, notifications and more to maximize system use
Contact us at: hello@getvymo.com
