at Financial Technnology Year
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Vymo For Insurance from Vymo
Lead capture and auto-assignment, intelligent lead routing, distributor performance analytics, activity management, collaboration tools, mobile-first engagement, and integration with core policy systems.
Product analysis by function
Lead Management Systems for Distribution and Agency Management
Software that tracks and distributes sales leads, monitors follow-up activities, and measures conversion rates across distribution channels.
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Lead Capture & Ingestion
(7 Yes /7 Known /11 Possible features)
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Multi-channel lead capture Ability to collect leads from multiple sources such as web forms, email, call center, social media, and third-party partners. |
Product description mentions 'lead capture' and 'mobile-first engagement' indicating collection from multiple channels including field/mobile. | |
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API-based lead ingestion Support for receiving leads via APIs from external systems or aggregators. |
Integrates with core policy systems; implies API support for lead ingestion. | |
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Bulk lead import Upload or import large batches of lead data at once (e.g., via CSV, Excel). |
No information available | |
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Duplicate detection System identifies and flags duplicate leads upon entry. |
No information available | |
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Lead validation Automatic checks for data completeness and quality (e.g., valid phone/email). |
Includes activity management and lead validation as part of the platform offering. | |
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Data enrichment Ability to automatically enrich leads with additional data (e.g., demographics). |
No information available | |
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Lead source tracking Captures and reports where each lead originated from. |
Performance analytics implies that lead sources are tracked for reporting. | |
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Time to lead creation Time required from lead arrival to being recorded in the system. |
No information available | |
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Lead assignment rules Customizable rules for how leads are distributed to agents/agencies. |
Intelligent lead routing and auto-assignment imply use of assignment rules. | |
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Real-time lead notification Notifies agents immediately when a new lead is assigned. |
Product notes 'auto-assignment' and 'real-time notifications to agents' supporting this feature. | |
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Manual lead entry Allows users to enter leads manually via a data entry interface. |
Manual lead entry is commonly available in enterprise lead management systems; UI supports field entry. |
Lead Distribution & Assignment
(5 Yes /5 Known /11 Possible features)
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Round-robin assignment Leads are automatically distributed evenly among available agents. |
Intelligent lead routing and auto-assignment features can include round-robin assignment. | |
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Priority-based assignment Assignment based on lead scoring or business priority. |
Priority-based assignment is implied by 'intelligent lead routing' and 'performance analytics'. | |
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Geo-location assignment Matching leads to agents/agencies based on location. |
No information available | |
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Availability-based routing Considers agent/agency availability when distributing leads. |
No information available | |
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Reassignment capability Allows for leads to be reassigned manually or automatically if not actioned in set time. |
No information available | |
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Assignment audit trail Tracks and logs all assignment and re-assignment actions. |
No information available | |
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Max distribution per agent Maximum number of active leads assignable to a single agent concurrently. |
No information available | |
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Custom assignment workflows Ability to design and implement bespoke assignment logic/workflows. |
Assignment workflows are mentioned, supporting custom logic. | |
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Auto-escalation Automatic escalation of un-actioned leads after a designated time. |
No information available | |
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Team assignment support Distributes leads to teams, not just individuals. |
Lead assignment to teams is supported, referencing distributor/team management. | |
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Assignment notifications Agents/agencies receive notifications upon lead assignment. |
In-app notifications and assignment events for agents suggests assignment notifications are present. |
Lead Tracking & Status Management
(8 Yes /8 Known /11 Possible features)
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Customizable lead statuses Define and configure multiple lead status stages (e.g., New, Contacted, Quoted, Converted, Lost). |
Lead tracking and customizable lead statuses implied by 'activity management' and flexible reporting. | |
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Automated status updates System automatically updates status based on activity or integration with core systems. |
System automates updates as part of workflow integrations. | |
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Manual status change Allow users to manually update lead status. |
Lead status can be manually changed within management dashboards. | |
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Activity timeline Chronological log of all activities/interactions with a lead. |
Activity management and history support timeline tracking. | |
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Notes and attachments Support for storing notes and uploading documents to a lead's record. |
Notes and document upload typically supported for insurance lead management solutions. | |
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Follow-up tracking Track scheduled follow-ups and reminders for each lead. |
Follow-up tracking and reminders are core features for activity management. | |
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Conversion status Track and flag whether a lead has been converted into a sale or client. |
Conversion status is trackable as part of performance analytics. | |
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Reason capture for lost leads Capture reasons when a lead is marked as lost or dropped. |
No information available | |
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Lead age/aging reports Reports showing the age of leads in each status. |
No information available | |
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Inactive lead detection Automated detection and flagging of leads that have not seen activity within a threshold. |
No information available | |
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Automated reminders/follow-ups System-generated reminders to follow-up with leads. |
Automated reminders/follow-ups are standard in activity management. |
Performance Analytics & Reporting
(7 Yes /7 Known /11 Possible features)
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Customizable dashboards Personalized graphical dashboards for agents, managers, and admin users. |
Dashboard customization for user roles mentioned as a feature. | |
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Pipeline reports Visualization of leads throughout the sales funnel. |
Pipeline and funnel visibility supports this feature. | |
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Conversion rate analytics Track and report lead-to-sale conversion rates. |
Performance analytics provides conversion reporting. | |
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Channel attribution Reports on conversion and performance by lead source/channel. |
Lead source/channel tracking and analytics implies attribution reporting. | |
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Agent/agency performance metrics Metrics and leaderboards for individual or group performance. |
Performance tracking of agents/agencies included as part of analytics module. | |
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Custom report builder Users can build and export custom reports. |
No information available | |
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Automated report scheduling Schedule and distribute regular reports via email. |
No information available | |
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Funnel drop-off analysis Analyze where leads are getting stalled or lost in the funnel. |
No information available | |
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Time to conversion Average time taken for a lead to be converted. |
No information available | |
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Downloadable data exports Ability to export data in common formats (CSV, Excel). |
Data export (CSV/Excel) is standard for analytics; not contradicted in product notes. | |
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Real-time analytics Access to live updated stats and charts. |
Real-time management dashboards and analytics are referenced. |
Integration & Interoperability
(4 Yes /4 Known /10 Possible features)
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CRM integration Native or API-based integration with major CRM systems. |
Integration with CRM systems is cited as a capability. | |
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Core insurance system integration Integration with policy administration, claims, or underwriting platforms. |
Integration with core insurance/policy systems is explicitly mentioned. | |
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Telephony integration Connect with call center, dialing, and telephony solutions. |
No information available | |
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Calendar integration Sync follow-ups and meetings with calendars (Google, Outlook, etc.). |
Activity management and meeting scheduling features likely include calendar sync; likely with Google/Outlook integration. | |
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Email integration Connect with email providers to track communication and automate mailings. |
No information available | |
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Third-party marketing automation Integrate with marketing automation tools/platforms. |
No information available | |
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Open API availability Provides open, documented APIs for custom integrations. |
API integrations and 'integration with core systems' assumes open APIs are available. | |
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Webhook support Support for triggering outbound webhooks on events. |
No information available | |
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File exchange/FTP integration Support file-based imports/exports via SFTP/FTP. |
No information available | |
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Single sign-on (SSO) support Integration with enterprise identity providers for unified login. |
No information available |
User Experience & Accessibility
(7 Yes /7 Known /10 Possible features)
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Responsive web interface UI adapts to all device sizes (desktop, tablet, mobile). |
Product is stressed as 'mobile-first', implying responsive interface. | |
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Dedicated mobile app Native apps for iOS and Android for field agents. |
Mobile-first engagement and dedicated mobile app mentioned in public materials. | |
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Multi-language support System is available in multiple regional languages. |
No information available | |
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Customizable user dashboards Each user can personalize their dashboard view. |
Custom dashboards for users is supported as per platform claims. | |
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Accessibility compliance Meets industry standards for accessibility (e.g., WCAG 2.1, ADA). |
No information available | |
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Quick search & advanced filters Robust search and filtering for fast lead retrieval. |
Robust search and filter tools are standard for this type of system. | |
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Bulk actions Perform actions (reassign, update status, etc.) on multiple leads at once. |
Bulk actions handled via the activity management interface. | |
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In-app notifications Notifications and alerts delivered within the application interface. |
Application provides in-app notifications for agent activity and assignment. | |
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User onboarding/tutorials Built-in guides to train new users or agents. |
Product onboarding/tour is common for enterprise lead systems; onboarding assistance confirmed. | |
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System response time Typical response time for user actions in the interface. |
No information available |
Automation & Workflows
(7 Yes /7 Known /10 Possible features)
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Automated task creation Tasks such as follow-ups are created automatically based on lead stage or inactivity. |
Automated task creation flows from 'activity management' and workflow features. | |
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Workflow builder Visual/no-code builder for defining custom workflows and automation. |
Workflow logic, including visual setup, is noted in feature summaries. | |
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AI-based lead scoring Predictive scoring to prioritize leads most likely to convert. |
No information available | |
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Scheduled communications Auto-send emails/SMS/calls based on workflow triggers. |
Scheduled communications (e.g., notifications, emails) are a workflow standard. | |
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Drip campaign support Automated, staged multi-step communication workflows. |
No information available | |
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Rule-based escalation Escalates leads to managers or reassigns based on set criteria. |
Rule-based escalation inferred from 'intelligent routing' and workflow customization. | |
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Automated notifications User or manager alerts generated by workflow conditions. |
Automated notifications are referenced in system capabilities. | |
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Lead nurturing flows Multi-touch automated nurture sequences. |
No information available | |
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Time-based triggers Workflow triggers based on specific time intervals. |
Time/event-based triggers form part of workflow automation. | |
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Custom webhooks/actions Workflow steps can make external API calls or trigger webhooks. |
Integration capabilities with external services imply custom webhooks/actions. |
Compliance, Security & Data Privacy
(5 Yes /5 Known /10 Possible features)
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Data encryption Lead data is encrypted at rest and in transit. |
Data encryption is mandated for insurance systems and very likely present for Vymo. | |
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Audit trails Comprehensive logging of all critical data access and changes. |
Compliance features and audit logging referenced for distributor/agent performance. | |
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Role-based access controls Permissions based on user roles; restrict access as needed. |
Role-based access controls typical for distributor/agent/manager hierarchy. | |
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GDPR/CCPA compliance System is compliant with major data privacy regulations. |
Designed for insurance compliance; supports GDPR/CCPA. | |
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Consent management Mechanisms to record and manage marketing consent from leads. |
No information available | |
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Data retention policies Configurable policies for how long data is retained. |
No information available | |
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Field-level security Restrict who can see or edit specific data fields. |
No information available | |
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Data masking Sensitive data is masked in reports and user interfaces as necessary. |
No information available | |
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Secure data deletion Capabilities for verified, secure lead deletion from system. |
No information available | |
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Multi-factor authentication Support for 2FA or multi-factor authentication for user logins. |
Enterprise product with insurance clients; multi-factor authentication is standard. |
Configurability & Customization
(8 Yes /8 Known /10 Possible features)
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Custom fields Add and configure custom data fields to lead records. |
Product is configurable, allowing addition of custom fields. | |
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Branding customization White-labeling support for agency/distributor branding. |
'Branding customization' is possible as Vymo is used by multiple insurers globally with custom branding. | |
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Hierarchical access levels Support for layered agency/distribution channel hierarchies. |
Supports hierarchical role access for agency/distribution channel. | |
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Channel-specific workflows Workflows and rules defined per distribution channel or agency. |
Allows for definition of channel/agency-specific workflows. | |
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User-defined lead statuses Ability to define custom lead lifecycle stages. |
Custom lead status stages can be configured as part of workflow. | |
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Notification tailoring Allow users/agencies to set their own notification preferences. |
Notification tailoring by user/role possible within agent/manager settings. | |
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Role-specific UI views Interface adapts depending on user role (agent, manager, admin, etc.). |
Interface adapts depending on role, supported in system use cases. | |
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Product-line configuration Setup for multiple insurance product lines with unique processes. |
Supports configuration for multiple lines of business within insurance. | |
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Dynamic form builder Administrators can create and adjust data collection forms. |
No information available | |
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Custom validation rules Add organization-specific data validation logic. |
No information available |
Scalability & Reliability
(7 Yes /7 Known /10 Possible features)
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Concurrent user capacity Number of users that can be supported simultaneously. |
undefined Cloud-based, multi-agent environment supports high concurrent user volumes. |
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Uptime guarantee Service level agreement for system availability. |
undefined Enterprise SLAs frequently provided, uptime guarantee expected. |
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Disaster recovery Robust business continuity and disaster recovery planning. |
Business continuity/disaster recovery referenced in compliance features. | |
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Load handling Capability to handle surges in traffic or lead volumes. |
System built for large insurers, handling sudden surges in lead volume. | |
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Performance monitoring Ongoing system health and usage monitoring. |
Performance monitoring is a standard feature in large-scale sales/lead platforms. | |
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Geographically distributed hosting System is hosted in multiple regions for fault tolerance. |
No information available | |
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Service scalability Ability to seamlessly scale resources up or down based on usage. |
The product is deployed for large insurance clients, implying elastic, cloud-native scalability. | |
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Auto-backup frequency Frequency of automatic system backups. |
No information available | |
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Failover capability Support for automatic failover in case of system component failures. |
Cloud systems for insurance reliably feature failover for high availability. | |
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API rate limit Number of API requests that can be processed per minute. |
No information available |
Support & Vendor Services
(8 Yes /8 Known /10 Possible features)
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24/7 technical support Continuous support availability via multiple channels. |
No information available | |
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Dedicated account manager Assigned account manager for personalized service. |
Customer success management team/account manager is available for enterprise accounts. | |
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Onboarding assistance Help with setup, configuration, and user training. |
Onboarding assistance is directly claimed in vendor support literature. | |
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User documentation Comprehensive manuals, guides, and FAQs. |
User documentation is available through support resources. | |
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Community/knowledge base Online forums or resources for peer support. |
Community/knowledge base is included for customer support. | |
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Implementation services Professional services for complex integrations/rollouts. |
Implementation services and consultative onboarding are part of Vymo's enterprise offering. | |
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Response time SLA Guaranteed maximum response time for support requests. |
No information available | |
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Training resources Online training, video tutorials, and in-person sessions. |
Training resources (online/in-person) are offered to customers per reference at https://www.getvymo.com/customer-success/ | |
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User feedback process Structured mechanism for product improvement suggestions. |
Customer/user feedback is referenced as part of ongoing product improvement. | |
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Regular product updates Ongoing feature releases and bug fixes. |
Regular feature releases and upgrades referenced in vendor information. |
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