Sun Life Case Study
How Vymo turbocharged
remote sales productivity for
2000+ Sun Life wholesalers
- Gain Wallet share from broker network
- End to end transparency and
- Remote sales productivity and
effectiveness with COVID challenges.
SunLife was planning to expand its 400
member wholesaler team to 3000+ over
12 months to gain wallet share amongst
its 3rd party seller network.
Result (12 months)
- 95% Daily Active Users (DAUs)
- 2.5x Increase in engagement activities
- 65% Reduction in “time to win” a new customer.
- 14% Increase in deals per wholesaler
Enabling the success of 10,000 advisors
Streamlining lead management and activity tracking