Vymo
Vymo is a mobile-first sales engagement platform for financial institutions, including insurance sellers and distributors.
What Vymo is
Vymo is a mobile-first sales engagement platform for financial institutions, including insurance sellers and distributors. It captures sales activity and suggests contextual next-best actions, aiming to reduce manual CRM reporting for distributed teams in banking, financial services, and insurance. AI nudges and industry playbooks guide sellers and help establish organizational sales cadence. Lead management tools include rule-based and dynamic allocation, agent route optimization, and recommendations based on location and operational performance. Vymo says it integrates with Salesforce, Microsoft Dynamics, and other on-premise CRM systems, with CRM synchronization available. Sellers can use its tools on Android and iOS devices and on mobile or laptop platforms. For insurance organizations, EngageIQ provides customer views, policy lookup, renewal and lapse management, claims visibility, and service ticket history. OnboardIQ supports producer recruitment, digital onboarding, background checks, e-signature contracts, and compliance workflows. Vymo Docs lets users share predefined personalized message templates through SMS and WhatsApp from the mobile app. Vymo states that it uses TLS 1.3 and PGP for communications and AES-256 for sensitive personal information, and lists several compliance credentials. Pricing is on request, and there is no free plan.
Good
- Automatically captures sales engagement activity.
- Offers AI nudges and industry playbooks.
- Supports rule-based and dynamic lead allocation.
- Integrates with Salesforce and Microsoft Dynamics.
- Includes insurance onboarding and customer-service tools.
Watch out
- No free plan is listed.
- Pricing is available on request.
- The web app lists specific operating system and browser requirements.
Who it suits
Vymo is aimed at distributed sales organizations in banking, financial services, and insurance that need a remote-first experience. Its insurance tools are presented for carriers, MGAs, FMOs, IMOs, agencies, and other insurance distributors.
Verdict
Vymo combines sales activity capture and guidance with lead management and insurance-focused tools. Organizations should ask for pricing and confirm that its listed integrations and web requirements fit their setup.
Plans and prices
From Vymo's own pricing page, checked 8 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Vymo | Priced on request | Custom pricing; request a demo |
The facts
Each one read from Vymo's own pages, with the date it was checked.
What it does
- Activity capture
- Vymo says it automatically captures sales engagement activities and reduces manual reporting into CRM systems.checked 8 Oct 2026
- AI guidance
- EngageIQ uses AI-generated notifications to suggest sales, cross-sell, upsell, and renewal actions to producers.checked 8 Oct 2026
- Audience
- Vymo describes OnboardIQ and EngageIQ for insurance carriers, MGAs, FMOs, IMOs, agencies, and other insurance distributors.checked 8 Oct 2026
- Book of business
- EngageIQ provides customer 360 views, policy lookup, renewal and lapse management, claims visibility, and service ticket history.checked 8 Oct 2026
- Communication channels
- Vymo Docs lets users share predefined personalized message templates through SMS and WhatsApp from the mobile app.checked 8 Oct 2026
- Compliance
- Vymo states that it is EU-GDPR compliant, SOC 2 Type II compliant, and ISO/IEC 27001:2013 certified.checked 8 Oct 2026
- Data handling
- Vymo says customers can leave with their data and that it will not use customer data for marketing or advertising.checked 8 Oct 2026
- Deployment and backup
- Vymo says customer data is saved in two localized data centers and backups are taken daily.checked 8 Oct 2026
- Integrations
- Vymo says it integrates with Salesforce, Microsoft Dynamics, and other on-premise CRM systems.checked 8 Oct 2026
- Lead allocation
- Vymo describes rule-based and dynamic lead allocation, agent route optimization, and recommendations based on location and operational performance.checked 8 Oct 2026
- Mobile access
- Vymo says sellers can access its sales tools on iOS and Android devices, as well as mobile or laptop platforms.checked 8 Oct 2026
- Onboarding
- OnboardIQ supports producer recruitment, digital onboarding, background checks, e-signature contracts, and compliance workflows.checked 8 Oct 2026
- Product
- Vymo describes itself as a mobile-first personal sales assistant that captures sales activity and suggests contextual next-best actions.checked 8 Oct 2026
- Purpose
- Vymo is a mobile-first sales engagement platform for financial institutions, including insurance sellers and distributors.checked 8 Oct 2026
- Security
- Vymo says it uses TLS 1.3 and PGP for communications and AES-256 to encrypt sensitive personal information.checked 8 Oct 2026
- Support
- Vymo directs prospective customers to book a demo to get started.checked 8 Oct 2026
- Web requirements
- The security page lists Windows 7 or higher and OS X Yosemite or higher, and supports Chrome 52 or above, Microsoft Edge, and Internet Explorer 11.checked 8 Oct 2026
- Who it serves
- Vymo says it serves distributed sales organizations in banking, financial services, and insurance that need a remote-first experience.checked 8 Oct 2026
Where it runs
- Browser requirements
- Vymo lists Windows 7 or higher and OS X Yosemite or higher for its web app, with Chrome 52 or above, Microsoft Edge, or Internet Explorer 11.checked 8 Oct 2026
The company
- Founded
- 2013checked 28 Sep 2026
- Headquarters
- Sunnyvale, California, United Stateschecked 28 Sep 2026
