Overview
Vymo Distribution Management PLATFORM
For: Insurers, Banks & Wealth Management organizations
Vymo is driving success with leading financial insitutions where focus on the right accounts and activity levels matter.
Vymo delivers mobile/Responsive tools for sales executives/agents/advisors/producers that drive best practices and generate substantial results.
Vymo core components include AI Enhanced Responsive Mobile applications for:
Vymo RecruitIQ
Recruitment
- AI enhanced development of ideal candidate profiles
- Candidate/Profile matching - recommendations
- Recruiter profiles - match candidates to the best recruiter within your team
- Candidate nurturing and automated invitation to apply
- Recruiter Portal for back-office candidate management teams
Insurance OnBording
- Agent/Agency/Producer OnBoarding
- NIPR integraion
- Background checks
- JIT appointing
- Conrract generation
- eSignaturee via DocuSign
- Post Onboarding Training.
- Onboarding Portal for back-office teams
Vymo EngageIQ
For Sellers
- Sales Engagement - daily AI driven nudges & reminders
- AI assisted account segmentation to provide focus on prospects with the high likelihood of converting.
- Mobile seller tools - trip planning, mail & calendar integration
- Seller book of business
- Voice enabled meeting note capture
- GeoFencing identification of meeting proximity with pre-call & post-call suggestions
For Sales Managers
- AI driven Lead Allocation - direct leads based on capacity, lead profile, seller profile and other factors
- Autoimatic tracking of lead acrtivities captured in KPI's for evaluation of volume, time in stage etc.
- KPI Dashboards tracking key metrics that drive business in flexible categories including activity levels, leads, opportunities, conversions, new business, renewals etc
- Analysis at team level with drill down to individual
- Business pkanning and territory development
- Analysis of top seller key attributes that helps drive coaching and training development
- Sales Manager and Account Executive Agent Portal
Vymo ElevateIQ
- Training recommendations and mobile delivery of training content
- Gamification to drive behavior with non-monetary rewards
Vymo Distribution Management Hub
- AI Management, Machine Learning, AI CoPilot
- Hierarchy Management
- Integration Platform
- Analytics Platform
- Playbooks
- Producer Data / Production Data / Compensation Results
- Email and Calendar Integration
- CRM integration