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Vymo

Vymo is a mobile-first, intelligent personal sales assistant app focused on driving CRM adoption, auto-collecting clean behavioral data, and recommending the right course of action to every sales rep. It specializes in serving banking and insurance sectors with modular applications including OnboardIQ and EngageIQ.

What is Vymo?

Vymo is the #1 sales engagement platform for financial institutions, deployed at world-leading enterprises such as AXA, Allianz, FE Credit, Generali, and HDFC Bank. The platform features automated activity capture to eliminate manual reporting, AI-powered nudges for next best actions, and specialized solutions for insurers, MGAs, FMOs, IMOs, and insurance distributors.

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Education & Auto Vertical GTM — Finance

Vymo

Mobile-first sales engagement platform for financial institutions

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Insureio

Cloud-based CRM platform for life insurance agents and advisors

G2 Rating
4.7/5

Insureio is a California-based technology company that has developed a specialized cloud-based CRM platform tailored for the life insurance industry. Founded by experienced insurance producers, it addresses unique challenges faced by agents and advisors in tech-driven marketplace.

InsuraCRM

AI-driven CRM platform for insurance

InsuraCRM is a fully-functional insurance CRM software that enables insurance agencies, carriers, and brokers to boost sales and customer acquisition. It provides a unified, structured platform for policy, claims, customer, and agent data built on Microsoft Dynamics 365.

IFTTT

Automate work and home

Founded
2011
Starting Price
Free

IFTTT is a leading no-code automation platform that enables users to connect multiple apps, devices, and services through customizable automations called Applets without requiring coding.

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