Equip Your Relationship Managers To Drive Bancassurance Sales

A tailored platform for insurers to streamline collaboration, align strategies and ensure consistent service delivery across bank branches.

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What we do for our clients


Increase in policy issuance


Increase in branch activation


Increase in average ticket size

Deployed for 350,000+ salespeople in 70+ world leading enterprises

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We live in a digitally enabled world. Vymo enables us to be a constant companion of trust to our customers throughout their life span, and to become a great place to invest in, buy from and to work for.

Vighnesh Shahane,MD & CEO Ageas Federal Life Insurance

How Vymo Works

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Seamless RM Onboarding

Reduce ramp up time for new relationship managers through KRA and goal allocation, product and application training, and branch introductions.

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Branch Engagement

Vymo helps RMs orchestrate activities such as calls and meetings through dynamic branch segmentation and real time nudges and route planning.

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Performance Management

Bancassurance heads and managers can track branch health statistics and intervene to coach RMs when necessary. RMs can also keep track of and manage their incentives.

Build Predictable Revenue Across the Your Bancassurance Channels with Vymo

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RM Onboarding

Prospect, recruit and ramp-up new RMs to help them hit the ground running.

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Incentive Management

Give RMs complete transparency on potential earnings and allow them to prioritize activities to maximize revenue.

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KPI Tracking

Set KPIs for your RMs and manage performance to improve overall productivity.

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Lead Allocation

Assign prospects to the right RMs based on custom rules and historical data.

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Activity Nudges

Provide contextual nudges to your RMs  to engage prospects and drive successful conversions.

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Customer 360

Check for cross sell/up sell opportunities across existing relationships and get contextual next best actions for every customer.

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Want to see what Vymo can do for your team?

Schedule a personalized demo walkthrough of the platform with one of our industry experts.