Insurance CRM software to boost field sales productivity of your direct & agency channels

Vymo’s Insurance CRM software aims at eradicating the field sales limitations which prevent insurance companies from achieving their full potential.

Here's how

Boost Sales Productivity of Your Insurance Agents with Vymo's Insurance CRM

Vymo focuses on the bottlenecks of Insurance Field Sales Productivity by developing objective sales solutions. For seamless operations as well as optimum returns, Insurance field sales solutions need to be scalable and agile. This is to ensure that a diverse field force of Direct & Agency Sales Reps can deliver a similar experience for equally diverse insurance offerings.

Vymo improves Sales Reps

Go live fast

Most Vymo clients have gone live in under 4 weeks. With faster implementation of large field force, you are ready to conquer sales quicker.


Vymo is a highly scalable solution powered by the Azure cloud platforms so, whatever your business scales to, Vymo will scale to that & beyond.


We are OWASP compliant, so you don’t have to worry about security, that’s how top enterprises rely on Vymo for their field force transformation.


We crafted Vymo with love such that Sales reps loved using the app – thus, achieving an adoption rate of more than 80%.


With support for multiple languages, time zones and countries, every requirement is feasible with Vymo.

More customers icon

Direct Sales

Vymo employs a smart Lead Management module that automatically allocates leads to sales representatives based on pre-defined rules.

These rules take into account various aspects, e.g. geo location, target product, propensity to convert, current load, etc. Once allocated, the solution allows for easy tracking of the lead through the workflow, all the while making it easier for the Rep to collate all relevant information from the customer within the app.


A complete partner CRM in its own, Vymo allows for effective partner acquisition and seamless engagement management.

Vymo allows sales managers to keep track of their partner networks and plan individual or group activities with them.

A real-time and detailed view into their KPIs, in tandem with geo-analytics on time spend, provide insight in the overall impact of each partner, allowing for effective prioritization and improved productivity.

Agency Partners

Vymo provides a mobile platform for seamless recruitment of agents and step-by-step tracking of their progress of onboarding.

Ready-to-use analysis on the recruitment workflow and productivity of the agents provide organizations with insight on the right profile of agents to be engaged with.

Vymo recommends managers with specific activities for agents based on their performance or gaps thereof with respect to the business goals.

Recognized for driving sales productivity
in Financial Services

Gartner Cool Vendor

“Vymo should be of interest to application leaders that need to make a step change in sales productivity.”

gartner logo

Microsoft ‘AI for All Award

“Vymo is fundamentally changing how financial services work.”
– Satya Nadella

CB Insights Demo day Winner

“Vymo was our judges favourite in the Fintech category.”

Meet the Insurers that are Nailing Sales Productivity with Vymo