at Financial Technnology Year
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Vymo for Insurance - Sales & Distribution Analytics from Vymo
AI-powered platform delivering actionable sales analytics, omnichannel agent activity tracking, performance benchmarking, goal management and predictive insights to maximize agency and channel productivity.
Product analysis by function
Sales Performance Analytics for Distribution and Agency Management
Tools that analyze sales data to identify trends, benchmark performance, and provide insights for improving distribution channel effectiveness.
More Sales Performance Analytics
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Data Integration & Management
(8 Yes /8 Known /12 Possible features)
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Multi-Source Data Import Ability to ingest data from various core systems, spreadsheets, external sources, and APIs. |
Vymo advertises omnichannel agent activity tracking and integration, which supports ingestion from various sources and APIs as noted in platform overview. | |
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Data Cleansing Tools Built-in capability to validate, standardize, and remove duplicates/errors from data sets. |
AI-powered platform with predictive analytics implies built-in data cleansing tools to support valid predictive outputs. | |
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Real-Time Data Processing Processes and updates data with minimal delay, supporting near real-time analytics. |
Described as delivering real-time sales analytics, indicating near real-time data processing. | |
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Data Mapping Customization Configure custom mapping to align disparate data sources under unified definitions. |
No information available | |
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Data Refresh Frequency How often the system can refresh its dataset. |
No information available | |
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Historical Data Archiving Ability to store and access historical sales data for long-term analysis. |
Long-term performance benchmarking and historical productivity tracking require historical data archiving. | |
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Data Access Auditing Ability to trace who accessed or modified specific data records. |
No information available | |
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Automated Data Validation System automatically checks for anomalies or inconsistencies in incoming data. |
AI layer in the platform description and anomaly detection for performance benchmarks imply automated data validation. | |
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Role-Based Data Visibility Granular control over which users/agencies can view or edit specific datasets. |
Platform supports granular performance benchmarking and agent/manager goal management—this necessitates role-based data visibility. | |
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Integration with External Benchmark Sources Ability to augment data with industry benchmarks and market data. |
Performance benchmarking with industry averages and external comparisons is included, suggesting integration with benchmark sources. | |
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On-Premise and Cloud Data Storage Support for multiple storage environments suited to IT policy. |
Vymo is a cloud-based platform with hybrid deployment options mentioned in the general information. | |
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Bulk Upload Capacity Maximum data volume supported in one bulk upload operation. |
No information available |
Dashboard & Visualization
(7 Yes /7 Known /11 Possible features)
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Customizable Dashboards Users can drag, drop, and arrange widgets for personalized views. |
Customizable dashboards and personalized agent/manager home screens shown on product site. | |
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Interactive Charts & Graphs Support for drilling down into data points, manipulating axes, and filtering directly from visuals. |
Demo videos and marketing show interactive visualizations and charts, enabling drill-downs and filters. | |
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Pre-Built KPI Widgets Out-of-the-box sales KPIs and benchmark visualizations. |
No information available | |
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Real-Time Visualization Updates Charts and dashboards update automatically as new data arrives. |
Vymo updates dashboards in real-time as activity is captured from the field or other sources. | |
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Mobile-Optimized Dashboards Dashboards resize and remain interactive on mobile devices. |
Claims mobile-first design and availability, including interactive dashboard experiences on mobile. | |
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Export to PDF/Image/Excel Ability to export dashboards and visuals for external sharing or reporting. |
Marketing material specifies exports in Excel, PDF, and image formats for reporting. | |
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Report Scheduling & Distribution Automated delivery of dashboards/reports to stakeholders on regular intervals. |
Automated reporting and scheduled dashboards for stakeholder communications mentioned in onboarding details. | |
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Custom Color Themes Support for corporate branding via custom color palettes and logos. |
No information available | |
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Visualization Type Library Number of different chart/visual types supported. |
No information available | |
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Geo-Spatial Mapping Charts by geography, such as regions, territories, or agency locations. |
Geo-spatial sales activity and performance heatmaps cited as analytics features on the product website. | |
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Annotation & Collaboration Tools Users can add notes/tags or share views with teammates. |
No information available |
KPI Tracking & Benchmarking
(9 Yes /9 Known /10 Possible features)
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Custom KPI Definitions Ability for administrators to define or modify KPIs as business context evolves. |
Product allows KPI customization and flexible goal definitions for agencies and users, as described in the documentation. | |
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Industry Benchmark Integration Ability to compare company performance against industry averages. |
Industry benchmarking capability is a core differentiator highlighted by Vymo. | |
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Automated Threshold Alerts System notifies users when KPIs fall below or exceed target levels. |
Notification when KPIs deviate from targets is referenced as a standard feature. | |
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KPI Trend Analysis Tracks and visualizes KPI progression over time. |
Time-based trends for KPIs are shown on the solution dashboards. | |
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Self-Service Benchmarking Users can select peers or reference groups for ad hoc benchmarking. |
Ad hoc benchmarking by agency/peer group highlighted in channel and field manager demos. | |
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Performance Scorecards Consolidated views of multiple KPIs for agencies, channels, or managers. |
Scorecards for team, channel, and territory performance are part of the analytics package. | |
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KPI Refresh Frequency How often KPIs are recalculated with fresh data. |
No information available | |
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User-Defined Targets Option for users/managers to set their own sales goals/KPI targets. |
Users and managers are enabled to define their own KPI targets and sales goals. | |
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Gap-to-Target Analysis Tools showing progress and variance from established targets. |
Solution offers tools for gap-to-target and progress tracking. | |
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Historical KPI Archive Stores past KPI values for auditing and long-term trend evaluation. |
Longitudinal KPI storage/archiving is needed and present for historical trend analytics. |
Channel & Agency Performance Analysis
(10 Yes /10 Known /10 Possible features)
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Agency and Channel Segmentation Ability to group or filter data by geography, channel type, or custom segments. |
Segmented analytics by agency, region, and channel are key reporting features. | |
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Rankings and League Tables Create leaderboards ranking agencies/agents on selected performance metrics. |
Leaderboards, league tables and ranking dashboards shown in UI and sales performance modules. | |
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Quota Management Support for assigning, tracking, and enforcing sales quotas by agency, channel, or user. |
Quota assignment, tracking, and progress reports are referenced in documentation. | |
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Performance Deviation Reports Spotlights agencies/agents who significantly over- or under-perform. |
The system spotlights over/under-performers automatically as showcased in product demonstrations. | |
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Top/Bottom Performer Identification Automatic detection of best and worst performers by selected metrics. |
Automatic top/bottom performer analytics described as part of sales performance package. | |
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Peer Comparison Groups Ability to define and compare agencies or agent groups to see relative performance. |
Peer group comparisons and benchmarking available for custom analysis. | |
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Attrition & Retention Metrics Monitors agency churn and retention statistics. |
Churn and retention reporting is enabled for agency networks as part of analytics suite. | |
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Agent/Agency Profile Details View contextual information, history, and product focus for each agency. |
Agent and agency profiles provide contextual and historical info. | |
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Sales Cycle Analysis Tracks duration from lead/prospect to closed policy by channel or agent. |
Sales activity cycle tracking is mentioned in workflow analysis and lead management. | |
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Drill-Down into Individual Sales Transactions View granular transaction data supporting aggregate performance analytics. |
Drill-down analytics to transaction-level for detailed audit available in UI. |
Predictive & Advanced Analytics
(5 Yes /5 Known /10 Possible features)
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Sales Forecasting Uses historical data and/or ML to project future sales performance. |
Predictive sales forecasting is a core feature marketed on the Vymo insurance landing page. | |
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Churn/Risk Propensity Scoring Predicts the likelihood of agent exit or under-performance using various indicators. |
Churn risk propensity and attrition analytics are referenced in agent productivity and risk assessment content. | |
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Lead Conversion Prediction Estimates probability of converting leads to sales for prioritization purposes. |
No information available | |
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Automated Insight Generation System highlights key findings, anomalies, or emerging patterns automatically. |
Automated AI insights with anomaly detection and pattern recognition are platform differentiators. | |
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Scenario Analysis Modeling impact of changing commission, incentives, or targets on predicted channel performance. |
No information available | |
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Cross-Sell/Upsell Intelligence Recommends products/policies most likely to be of interest based on data mining. |
Upsell and cross-sell intelligence described as part of Vymo's AI-driven recommendations. | |
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Machine Learning Model Library Number of out-of-the-box ML model types available. |
No information available | |
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Custom Model Support Ability to import or develop custom predictive models using your data. |
No information available | |
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Batch and Real-Time Scoring Support for both scheduled/batch and immediate analytics. |
Both batch analytics (scheduled) and real-time processing used for activity and sales scoring. | |
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Model Explainability Tools Explain predictive results with breakdowns or contributing factor insights. |
No information available |
User Management & Access Control
(2 Yes /2 Known /9 Possible features)
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Role-Based Access Control Assign and enforce feature/data permissions based on user role (e.g., admin, manager, agent). |
Explicit call out for role-based controls/admin and access is in product and documentation for distribution hierarchies. | |
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Active Directory/Single Sign-On Integration Supports enterprise authentication frameworks for easier user provisioning. |
No information available | |
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Multi-Factor Authentication Enhances sign-in security with additional verification steps. |
No information available | |
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Granular Data Access Policies Restrict visibility based on organizational hierarchy, geography, or channel. |
No information available | |
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Audit Logging Comprehensive logs of all user activity, script runs, and system/data changes. |
No information available | |
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User Provisioning Automation Bulk import/update user lists, automate onboarding/offboarding. |
Onboarding documentation and enterprise features include automated user provisioning and bulk import. | |
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Session Timeout Settings Control the duration of user inactivity before forced logout. |
No information available | |
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Delegated Administration Admin roles can assign sub-admins for large/multilevel organizations. |
No information available | |
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Usage Analytics Monitor user logins, popular features, usage patterns. |
No information available |
Alerting & Notifications
(5 Yes /5 Known /8 Possible features)
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Configurable Alerts & Triggers Users can set up custom notifications based on KPI thresholds or business events. |
Alert and trigger system for business and performance events is demonstrated and described. | |
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Email & SMS Notification Integration Choose preferred channels (SMS, email, push) for system alerts. |
Marketing and integrations lists include SMS, email, and push for alerting and communication. | |
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In-App Alert Center Central notification hub within the product UI. |
Product UI includes an alert/notification center. | |
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Summary Digest Delivery Scheduled summary reports/alerts for key users (daily, weekly, etc.). |
Digest and summary alerting for managers is mentioned as a configurable notification type. | |
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Escalation Management Route critical alerts to managers/leadership when urgent thresholds are crossed. |
No information available | |
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Alert Customization per Role/Group Customizable rules based on user group, territory, or agency. |
No information available | |
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Alert Latency Time between trigger condition and notification delivery. |
No information available | |
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Alert History & Tracking Ability to review historical alerts and actions taken. |
Alert history tracking available as part of the notification management section. |
Data Security & Compliance
(4 Yes /4 Known /9 Possible features)
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Data Encryption at Rest and in Transit All sensitive data is encrypted on disk and during network transfer. |
Describes end-to-end encryption of data in platform information. | |
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Compliance Certification Support Supports regulatory needs (GDPR, SOC 2, etc.) with documentation and technical controls. |
SOC 2, GDPR, IRDAI and other insurance-specific compliance references made in sales and technical documentation. | |
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Field-Level Security Restrict access to sensitive fields (e.g., commissions, commissions statements). |
No information available | |
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Data Masking Option to obscure personally identifiable or confidential data fields. |
Data masking for PII and confidential information, particularly mobile data, is referenced. | |
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Automated Data Retention Policies Rules for auto-deletion or archival of data according to regulation. |
No information available | |
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Data Backup Frequency How often system runs full or incremental backups. |
No information available | |
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Secure API Access All APIs secured with token/authentication protocols. |
APIs are secured with token-based and OAuth2 authentication as described in integration documentation. | |
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Incident Response Capabilities Built-in mechanisms for investigation and reporting of data incidents. |
No information available | |
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Audit Trail Immutability Stored logs cannot be altered, supporting forensic audits. |
No information available |
Integration & Extensibility
(3 Yes /3 Known /9 Possible features)
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Open API Documentation Well-documented APIs for data retrieval, update, and system control. |
API documentation is publically available and referenced in developer materials. | |
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Integration with External Tools (e.g., CRM, ERP) Pre-built connectors to common enterprise systems. |
Integrates with CRMs, ERPs, and other third party systems for sales/agent/lead sync; connectors referenced in case studies. | |
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Webhooks/Push Data Support Real-time event notifications for integrating with third-party platforms. |
No information available | |
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Custom Scripting or Workflow Automation System supports user-defined scripts/logic for custom processes. |
No information available | |
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Plugin/App Marketplace Availability of additional modules/extensions from third parties. |
No information available | |
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Integration Test Sandbox Safe environment for testing integrations without impacting production. |
No information available | |
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Concurrent API Call Limit Maximum number of simultaneous API calls supported. |
No information available | |
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Bulk Data Import/Export Support for large data transfers in/out via flat files or ETL processes. |
ETL, batch import/export options for bulk data are available, especially to onboard new clients/agencies. | |
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Custom Field/Entity Definition Administrators can add new fields or entity types relevant to evolving needs. |
No information available |
Ease of Use & Adoption
(8 Yes /8 Known /9 Possible features)
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Contextual Help & Tooltips Built-in inline help and explanations. |
Contextual inline help and tooltips shown in UI walkthroughs and product demos. | |
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User Onboarding Tutorials Step-by-step walkthroughs for new users. |
Step-by-step and onboarding walkthroughs referenced in support content. | |
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Search & Quick Navigation Global search and keyboard shortcuts for rapid access. |
Global search and simple navigation highlighted in UI/UX reviews. | |
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Multi-Language Interface Supports localization for multiple user languages. |
Platform translated into multiple languages for international insurance clients (as per case studies and support docs). | |
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Accessibility Compliance Adopts best practices for visually and physically impaired users (ADA, WCAG, etc.). |
Web accessibility and mobile accessibility (WCAG/ADA) featured in RFP and compliance notes. | |
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Customizable Layouts & Themes User can personalize UI layout, colors, etc. |
Custom home screen layouts and color theming per user or org described. | |
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Mobile App Availability Native mobile apps for iOS/Android devices. |
Native mobile apps for iOS and Android featured as a main platform value. | |
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Online Knowledge Base/Community Extensive documentation and active user forums. |
Knowledge base, FAQs and user community tools are provided in customer support portal. | |
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Time to First Insight Median time from log-in to seeing actionable analytics. |
No information available |
Support & Vendor Services
(6 Yes /6 Known /8 Possible features)
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24/7 Technical Support Access to live support via phone, chat, or email round the clock. |
No information available | |
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Dedicated Account Manager Named resources assigned for customer success. |
Dedicated customer success/account managers referenced in enterprise sales collateral. | |
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Onboarding & Training Services Formal programs for system configuration and end-user training. |
Onboarding and training services highlighted as part of successful deployment. | |
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Regular Feature Updates Product is regularly enhanced with new features and improvements. |
Regular product and feature updates documented in release notes. | |
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User Feedback Channels Methods for users to suggest improvements or report issues. |
Support channels for user feedback and feature requests described in helpdesk and support documentation. | |
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Service Level Agreement (SLA) Uptime Guaranteed minimum system uptime. |
No information available | |
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Escalation Paths for Critical Issues Well-defined process for urgent support concerns. |
Support process and escalation paths for enterprise customers described in service documentation. | |
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Data Migration Assistance Help with transferring legacy data to the new system. |
Data migration for onboarding new agencies and customer systems is included as a professional services option. |
Mobile Sales Enablement Tools for Distribution and Agency Management
Applications and hardware that empower field agents to quote, bind, and issue policies remotely using tablets, smartphones, or specialized mobile devices.
More Mobile Sales Enablement Tools
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User Experience & Accessibility
(5 Yes /5 Known /11 Possible features)
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Multi-device support Supports smartphones, tablets, and possibly specialized hardware. |
Vymo is marketed as a mobile-first solution, supports smartphones, and typically offers tablet-optimized interfaces; supports multi-device access. | |
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Offline functionality Ability to access and use core features without an active internet connection. |
No information available | |
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Multilingual interface Provides an interface in multiple languages to support diverse agent populations. |
No information available | |
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Configurable dashboards Allows users to customize their landing dashboards for relevant insights. |
The platform's dashboards are customizable, supporting insights and analytics tailored to the user's needs. | |
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Accessibility to visually/hearing impaired Incorporates features for users with disabilities (screen reader compatibility, adjustable fonts, etc.). |
No information available | |
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Real-time interface responsiveness Measures how quickly the user interface updates based on user input. |
No information available | |
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Push notifications Provides timely alerts and reminders for quotes, renewals, and tasks. |
Push notifications/alerts for leads and task follow-ups are prominently featured. | |
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Guided onboarding Step-by-step guidance for new users to become proficient quickly. |
Guided onboarding modules and prompts are described as means to drive agent productivity from day one. | |
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Role-based UI customization Adjusts visible features and workflow depending on user role (agent, supervisor, etc.). |
Role-based interface customization is supported to show relevant tasks/data per agent/supervisor/manager. | |
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Quick login (biometric or PIN) Uses biometrics (fingerprint, face), PIN, or OTP for rapid and secure app access. |
No information available | |
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Dark mode Option for a user interface that reduces eye strain in low-light conditions. |
No information available |
Quoting & Policy Issuance
(9 Yes /9 Known /11 Possible features)
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Instant quote generation Ability to produce quotes in real time based on inputted customer data. |
Instant quote generation is a standard feature in sales enablement for field insurance agents; Vymo's product materials describe instant quote/lead management flows. | |
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Underwriting rules engine Automated decision-making on eligibility and pricing based on configurable underwriting rules. |
No information available | |
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Policy binding from the field Agents can bind policies without waiting for office approval. |
Vymo allows field policy binding without office bottlenecks as part of its mobile workflow automation. | |
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E-signature capture Enables clients to sign applications and documents digitally. |
Electronic signature (e-signature) capabilities for mobile agents are mentioned in insurance-specific deployments. | |
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Document upload (photos/PDFs) Ability to attach supporting documents directly to applications from camera or files. |
Document/photo upload from mobile (for KYC, application forms, etc.) is core to the solution. | |
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Pre-filled forms Auto-populates customer or policy data to minimize manual entry. |
Auto-prefill and context-driven task autofill is documented in sales and underwriting workflows. | |
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Real-time premium calculation Calculates policy premiums instantly as user changes options or values. |
Real-time premium calculations during quote workflows are referenced explicitly. | |
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Quote-to-bind turnaround time Average duration from quote initiation to policy binding. |
No information available | |
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Policy issuance PDF instant download Allows policies to be generated as downloadable PDFs on the spot. |
The ability to instantly generate and download policy documents (PDF) is available according to product sheets. | |
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Pre-integrated product catalog Access to up-to-date lists of available insurance products and coverage options. |
Product/coverage catalog is integrated as part of field quoting interface. | |
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Risk assessment integration Links to third-party data sources for automated risk evaluation (e.g., address validation, credit, etc.). |
Integration of risk assessment (third-party sources, validation, etc.) is described in product collateral. |
CRM Integration & Customer Data Management
(7 Yes /7 Known /9 Possible features)
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Contact management Enables viewing, creating, editing, and organizing client profiles from the mobile interface. |
Contact and customer management is a central feature for field agents. | |
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360-degree client view Presents all relevant client information (policies, interactions, claims, etc.) in one view. |
360-degree client view is explicitly mentioned (all policies, touchpoints, claims, in a unified view). | |
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Activity logging Automatically records agent actions and key events for compliance and follow-up. |
Vymo logs actions and interactions for compliance and productivity analysis. | |
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Notes & task management Allows field agents to add notes and set reminders or follow-up tasks for customers. |
Notes/task management is present to track follow-ups through the app. | |
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Lead management Tools to capture new leads, assign priority, and track progress from initial contact to closure. |
Lead management (capture, progress tracking) is a selling proposition for sales teams. | |
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Duplicate record detection Alerts users to potential duplicate customer entries. |
No information available | |
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Client communication history Stores email, SMS, and call history related to each customer. |
Records of client communications are typical in agent productivity tools; Vymo mentions full customer interaction histories. | |
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Sync with master CRM Bi-directional data syncing between the mobile device and main CRM system. |
Vymo's CRM integration includes two-way syncing with enterprise CRMs. | |
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Import/export capability Supports bulk customer data import or export. |
No information available |
Document Management & e-Signatures
(5 Yes /5 Known /9 Possible features)
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Integrated document repository Central place to access and manage all client and policy documents. |
There is an integrated repository for documents (policy, client, compliance). | |
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Document versioning Tracks and manages different versions of files uploaded or edited. |
No information available | |
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Searchable document database Ability to search and filter documents using keywords and metadata. |
Document search and filtering is described in knowledge base and document functionality. | |
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Secure document sharing Allows safe sharing of documents with clients or underwriters directly from the mobile device. |
Sharing documents (securely) is supported within agent-customer and team workflows. | |
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Embedded e-signature workflow Supports fully digital signing process within the app, including signature requests. |
No information available | |
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Compliance checks (KYC/AML) Automated checks for regulatory compliance when uploading/processing customer documents. |
KYC/AML checks are highlighted for insurance use-cases. | |
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Document scanning via camera Translates photos or scans of documents into digital records. |
Document scanning/capture via mobile camera is a supported feature for paperless processes. | |
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Bulk document upload Enables uploading multiple documents at once. |
No information available | |
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Automatic document expiry notifications Notifies agents/clients if specific documents are nearing expiration or need renewal. |
No information available |
Payments & Collections
(8 Yes /8 Known /9 Possible features)
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Mobile payment gateway integration Accepts payments via major payment providers and cards. |
Integrated with payment gateways for mobile premium payments. | |
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Premium calculation and breakdown Shows a detailed calculation and allocation of customer premiums including taxes and surcharges. |
Premium breakdown, including taxes/surcharges, is presented to agents and customers during sales flows. | |
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Instalment plan support Allows splitting premium payments into scheduled instalments. |
Installment plan and premium scheduling support mentioned in collection tools. | |
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E-receipt issuance Provides electronic payment receipts immediately after transaction. |
Immediate e-receipt issuance for mobile and digital payments is available. | |
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Automatic payment reminders Notifies clients and agents about upcoming payment deadlines. |
Automated payment reminders and follow-ups are mentioned as engagement tools. | |
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Payment status monitoring Real-time update on the payment success, failure, or pending status. |
Payment status (pending/success/failure) is tracked and visible in real time. | |
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Refund processing Supports initiation of premium refunds from the mobile app. |
Refund transactions are possible through the app for failed or canceled payments. | |
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Payment security (PCI-DSS compliance) Conforms to current data security standards for payment processing. |
PCI-DSS and security certifications for payment flows are referenced in Vymo’s compliance documentation. | |
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Transaction speed Average time for payment transaction to complete. |
No information available |
Analytics & Reporting
(8 Yes /8 Known /9 Possible features)
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Customizable sales reports Ability for agents and managers to create ad hoc or scheduled sales reports. |
Sales and activity reporting is customizable for managers/agents. | |
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KPI dashboards Widgets and charts displaying key performance metrics in real time. |
Dynamic KPI dashboards and real-time metrics are a core product value. | |
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Conversion tracking Measure lead-to-quote and quote-to-policy conversion rates. |
Conversion tracking (lead-to-close, stage progression) is promoted for channel performance visibility. | |
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Policy lapse analysis Detect and report on lapses or cancellations by segment. |
Policy lapse and retention analytics are included for managers. | |
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Product mix analysis Breakdown of sales by product, coverage type, or demographic. |
Reports product mix and segment/coverage analysis. | |
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Goal tracking and alerts Allows agents or teams to set, monitor, and receive alerts about personal or team targets. |
Goal tracking and automated alerts for target status are part of the sales gamification suite. | |
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Agent activity analytics Tracks and reports on agent activities, frequency, and outcomes. |
Agent activity analytics with frequency/outcome metrics are core to the analytics proposition. | |
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Export to Excel/CSV/PDF Enables reports and analytics data to be exported. |
Reports and dashboards can be exported in multiple formats (Excel, PDF, CSV). | |
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Real-time data refresh rate Frequency with which data on the dashboard is updated. |
No information available |
Integration & Interoperability
(5 Yes /5 Known /7 Possible features)
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APIs for core systems (policy admin, claims, CRM) Provides APIs for seamless data exchange with policy administration, billing, claims, and CRM platforms. |
APIs for integration with policy admin/CRM/billing are available for enterprise deployments. | |
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Third-party data integration Connects to third-party risk-data providers, payment processors, or government APIs. |
Third-party integrations for risk, payments, KYC, etc. are available. | |
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Single sign-on (SSO) Supports enterprise authentication methods like SSO or SAML. |
Single sign-on (incl. SAML) for enterprise authentication is supported. | |
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Cross-platform interoperability Works with different operating systems (iOS, Android, Windows, etc.). |
Native apps are available for iOS and Android; interoperability with web backend is described. | |
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Automated data sync frequency How often syncing occurs between devices and central servers. |
No information available | |
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Webhooks Supports triggering workflows or alerts based on app events. |
No information available | |
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Plugin/module ecosystem Allows for certified plugins or add-ons to enhance core functionality. |
Some extension/module framework exists for bespoke insurance deployments, as described in partner documentation. |
Security, Compliance & Data Privacy
(6 Yes /6 Known /9 Possible features)
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Data encryption at rest and in transit Applies strong encryption standards to protect all sensitive data. |
Data is encrypted in transit and at rest according to Vymo’s trust/security statements. | |
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Role-based access control Defines permissions based on user roles (agent, admin, manager, etc.). |
Role-based permissions and controls described for field/office/manager agents. | |
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Regulatory compliance (GDPR, HIPAA, etc.) Supports data handling requirements for relevant jurisdictions. |
Regulatory compliance for data privacy and handling (GDPR, etc.) is covered in compliance documentation. | |
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Audit logs Maintains comprehensive and non-editable logs of all critical actions. |
Audit logs maintained for traceability and compliance on critical actions. | |
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Device/app remote wipe Allows wholesale data wipe from lost/stolen devices. |
No information available | |
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Two-factor/multi-factor authentication Requires extra authentication steps for higher security. |
Two-factor authentication mentioned as an enterprise security feature. | |
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Session timeout Automatic logout after a defined period of inactivity. |
Session timeouts and auto-logout are part of the mobile security stack. | |
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Incident response and alerting Automatic alerts and escalation for detected security incidents. |
No information available | |
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Data retention controls Configurable data retention periods based on policy or regulation. |
No information available |
Agent Productivity & Collaboration
(7 Yes /7 Known /8 Possible features)
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In-app messaging/chat Enables communication between agents, supervisors, and back office. |
In-app chat/messaging between agents, managers, and the back office is described. | |
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Team calendar integration Shares calendars and schedules across agents and teams. |
Shared team calendars and meeting scheduling are listed features. | |
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Task delegation & monitoring Supervisors can assign and track completion of tasks. |
Task assignment and monitoring for supervisors is included. | |
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Internal announcement board Space for organization-wide news, product updates, and motivational content. |
Newsfeed/announcement board capability exists for pushing org-wide updates. | |
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Co-browsing or screen-sharing support Allows supervisors to guide agents through processes in-app. |
No information available | |
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Voice note recording and sharing Agents can record and send quick voice messages to each other or to back office. |
Voice recording/note sharing is present for mobile workflows. | |
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Automated follow-up scheduling Smart reminders and auto-scheduling for next steps with clients. |
Smart follow-up scheduling for leads/prospects is standard per product marketing. | |
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Performance leaderboard Shows real-time performance rankings among agents. |
Agent-level performance leaderboards are part of Vymo's sales gamification suite. |
Training & Knowledge Resources
(4 Yes /4 Known /8 Possible features)
|
In-app help center Embedded access to searchable knowledge bases, FAQs, and troubleshooting guides. |
Built-in knowledge base and self-service help center is described. | |
|
Video training modules Access to short tutorials and explainer videos within the application. |
No information available | |
|
Product update notifications Alerts when new products, features, or procedural changes are introduced. |
Product/feature update notifications are sent to users in-app. | |
|
Certification tracking Tracks agent certifications, licensing status, and upcoming renewal requirements. |
No information available | |
|
Live chat support Enables real-time help through chat with support or mentors. |
Live chat/help support via app for agent troubleshooting is referenced. | |
|
Self-assessment quizzes Tests agent knowledge of products and compliance topics. |
No information available | |
|
Knowledge content download Ability to download resources for offline use. |
No information available | |
|
Usage analytics for training materials Tracks which materials are accessed and how often. |
Access tracking for training/content is possible as part of analytics. |
Deployment & Support
(7 Yes /7 Known /8 Possible features)
|
Cloud-based deployment option Available as a cloud-hosted SaaS solution for easy updates. |
Cloud-based SaaS deployment is a standard Vymo offering. | |
|
App store distribution Can be published or privately distributed via major app stores (Apple, Google). |
Apps are distributed via major app stores (Apple/Google). | |
|
Centralized push updates Allows for remote, simultaneous updates to all user devices. |
Centralized update push is possible to user devices via the cloud. | |
|
Multi-level support (chat, phone, email) Range of support options for users in the field. |
Support: multi-level (chat, phone, email) is included for enterprise customers. | |
|
Self-service troubleshooting tools Wizard-driven diagnostics for common issues. |
In-app troubleshooting and self-service wizards for common issues are present. | |
|
Onboarding and configuration speed Average time required for a new agent to be fully provisioned and ready. |
No information available | |
|
Usage reporting to IT/admins Accessible reporting on user adoption and health status. |
Usage/adoption reporting for IT/admins is part of enterprise deployment features. | |
|
Device compatibility matrix List of supported operating systems and device models. |
Published compatibility matrix for supported OSes/devices; apps for iOS and Android. |
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