Vymo
Sunnyvale, California, United States
What it is
Vymo is a mobile-first sales engagement platform and personal sales assistant for distributed teams in banking, financial services, and insurance. It captures sales activity and suggests contextual next-best actions, with the aim of reducing manual CRM reporting. AI nudges and industry playbooks guide sellers, while rule-based and dynamic lead allocation, route optimization, and recommendations based on location and operational performance help direct sales work. Vymo integrates with Salesforce, Microsoft Dynamics, and other on-premise CRM systems, with CRM synchronization available. For insurance organizations, EngageIQ provides customer 360 views, policy lookup, renewal and lapse management, claims visibility, and service ticket history. OnboardIQ covers 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. Sellers can use the service on Android and iOS, as well as mobile or laptop platforms. Vymo was founded in 2013 and is headquartered in Sunnyvale, California, United States. Pricing is available on request; there is no free plan.
For and against
For
- Captures sales engagement activity automatically.
- Integrates with Salesforce and Microsoft Dynamics.
- Includes insurance-focused EngageIQ and OnboardIQ tools.
- Available on Android, iOS, and web.
Against
- No free plan.
- Pricing is available on request.
- Web app lists older operating system and browser requirements.
The verdict
Vymo combines sales guidance and activity capture with tools tailored to insurance workflows. Prospective customers should request pricing and check the stated web requirements against their environment.
Who it suits
Vymo is aimed at distributed sales organizations in banking, financial services, and insurance, including insurance carriers and distributors. It may suit teams seeking sales activity capture, CRM synchronization, and insurance-specific customer or onboarding workflows.
Plans and prices
Vymo
Custom pricing; request a demo
Read 8 Oct 2026 · vymo.com
On the record
- Activity capture
- Vymo says it automatically captures sales engagement activities and reduces manual reporting into CRM systems.vymo.com · read 8 Oct 2026
- AI guidance
- EngageIQ uses AI-generated notifications to suggest sales, cross-sell, upsell, and renewal actions to producers.vymo.com · read 8 Oct 2026
- Audience
- Vymo describes OnboardIQ and EngageIQ for insurance carriers, MGAs, FMOs, IMOs, agencies, and other insurance distributors.vymo.com · read 8 Oct 2026
- Book of business
- EngageIQ provides customer 360 views, policy lookup, renewal and lapse management, claims visibility, and service ticket history.vymo.com · read 8 Oct 2026
- 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.vymo.com · read 8 Oct 2026
- Communication channels
- Vymo Docs lets users share predefined personalized message templates through SMS and WhatsApp from the mobile app.vymo.com · read 8 Oct 2026
- Compliance
- Vymo states that it is EU-GDPR compliant, SOC 2 Type II compliant, and ISO/IEC 27001:2013 certified.vymo.com · read 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.vymo.com · read 8 Oct 2026
- Deployment and backup
- Vymo says customer data is saved in two localized data centers and backups are taken daily.vymo.com · read 8 Oct 2026
- Integrations
- Vymo describes integrations with Salesforce, Microsoft Dynamics, and legacy insurance systems.vymo.com · read 8 Oct 2026
- Lead allocation
- Vymo describes rule-based and dynamic lead allocation, agent route optimization, and recommendations based on location and operational performance.vymo.com · read 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.vymo.com · read 8 Oct 2026
- Onboarding
- OnboardIQ supports producer recruitment, digital onboarding, background checks, e-signature contracts, and compliance workflows.vymo.com · read 8 Oct 2026
- Product
- Vymo describes itself as a mobile-first personal sales assistant that captures sales activity and suggests contextual next-best actions.vymo.com · read 8 Oct 2026
- Purpose
- Vymo is a mobile-first sales engagement platform for financial institutions, including insurance sellers and distributors.vymo.com · read 8 Oct 2026
- Security
- Vymo says it uses TLS 1.3 and PGP for communications and AES-256 to encrypt sensitive personal information.vymo.com · read 8 Oct 2026
- Support
- Vymo directs prospective customers to book a demo to get started.vymo.com · read 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.vymo.com · read 8 Oct 2026
