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SPECIFICTION
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Vymo

vymo.com

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Spec score 7.3 #58 of 70 in Sales Engagement Software

What it 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 actions, aiming to reduce manual CRM reporting and support a consistent cadence for distributed teams. AI nudges and industry playbooks guide activity; 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. EngageIQ provides insurance teams with customer 360 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. Sellers can access the service on Android and iOS, as well as mobile or laptop platforms. Vymo says it uses TLS 1.3 and PGP for communications and AES-256 encryption for sensitive personal information. Pricing is on request; no free plan is listed.

Spec sheet

Purpose
Vymo is a mobile-first sales engagement platform for financial institutions, including insurance sellers and distributors.Read 8 Oct 2026 · vymo.com
Product
Vymo describes itself as a mobile-first personal sales assistant that captures sales activity and suggests contextual next-best actions.Read 8 Oct 2026 · vymo.com
Audience
Vymo describes OnboardIQ and EngageIQ for insurance carriers, MGAs, FMOs, IMOs, agencies, and other insurance distributors.Read 8 Oct 2026 · vymo.com
Integrations
Vymo describes integrations with Salesforce, Microsoft Dynamics, and legacy insurance systems.Read 8 Oct 2026 · vymo.com
Security
Vymo says it uses TLS 1.3 and PGP for communications and AES-256 to encrypt sensitive personal information.Read 8 Oct 2026 · vymo.com
Compliance
Vymo states that it is EU-GDPR compliant, SOC 2 Type II compliant, and ISO/IEC 27001:2013 certified.Read 8 Oct 2026 · vymo.com
Support
Vymo directs prospective customers to book a demo to get started.Read 8 Oct 2026 · vymo.com
Headquarters
Sunnyvale, California, United StatesRead 28 Sep 2026 · vymo.com
Founded
2013Read 28 Sep 2026 · vymo.com
Activity capture
Vymo says it automatically captures sales engagement activities and reduces manual reporting into CRM systems.Read 8 Oct 2026 · vymo.com
AI guidance
EngageIQ uses AI-generated notifications to suggest sales, cross-sell, upsell, and renewal actions to producers.Read 8 Oct 2026 · vymo.com
Book of business
EngageIQ provides customer 360 views, policy lookup, renewal and lapse management, claims visibility, and service ticket history.Read 8 Oct 2026 · vymo.com
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.Read 8 Oct 2026 · vymo.com
Communication channels
Vymo Docs lets users share predefined personalized message templates through SMS and WhatsApp from the mobile app.Read 8 Oct 2026 · vymo.com
Data handling
Vymo says customers can leave with their data and that it will not use customer data for marketing or advertising.Read 8 Oct 2026 · vymo.com
Deployment and backup
Vymo says customer data is saved in two localized data centers and backups are taken daily.Read 8 Oct 2026 · vymo.com
Lead allocation
Vymo describes rule-based and dynamic lead allocation, agent route optimization, and recommendations based on location and operational performance.Read 8 Oct 2026 · vymo.com
Mobile access
Vymo says sellers can access its sales tools on iOS and Android devices, as well as mobile or laptop platforms.Read 8 Oct 2026 · vymo.com
Onboarding
OnboardIQ supports producer recruitment, digital onboarding, background checks, e-signature contracts, and compliance workflows.Read 8 Oct 2026 · vymo.com
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.Read 8 Oct 2026 · vymo.com
Who it serves
Vymo says it serves distributed sales organizations in banking, financial services, and insurance that need a remote-first experience.Read 8 Oct 2026 · vymo.com

Plans and prices

Vymo Priced on request Custom pricing; request a demo Read 8 Oct 2026 · vymo.com

Every Vymo plan and price →

Strong points and limits

Strong points

  • Automatically captures sales engagement activity
  • Lead allocation and routing recommendations support sales operations
  • EngageIQ provides policy and claims visibility
  • OnboardIQ supports onboarding and compliance workflows
  • Mobile messaging supports SMS and WhatsApp

Limits

  • No free plan
  • Pricing is available on request
  • Web app lists Windows 7 or higher or OS X Yosemite or higher
  • Listed browsers include Chrome 52 or above, Edge, or Internet Explorer 11

Who it suits

Vymo suits distributed sales organizations in banking, financial services, and insurance that need a remote-first experience. Its insurance tools are aimed at carriers, MGAs, FMOs, IMOs, agencies, and other insurance distributors.

Verdict

Vymo combines sales activity capture and guidance with tools for insurance servicing and producer onboarding. Pricing is custom, and the listed web requirements include older operating systems and browser versions.

Where Specifiction places it

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