Unlock key levers for wholesaler productivity

Maximize Sales Efficiency Through
Your Wholesaler Distribution

Wholesaler insurance distribution is stuck in a dated model. Legacy systems and mono-channel engagement just won't cut it anymore.

Your wholesalers need to engage across multiple channels and provide more holistic solutions, rather than just a product sale.

With Vymo, you can boost broker engagement and coach your wholesalers to be more productive.

Vymo offers

Insights to Improve


Engage brokers consistently and efficiently to ensure maximum revenue.

Wallet Share

Increase up/cross sell conversions through intelligent engagement.


Track all broker interactions and build contextual playbooks.

Day in the Life of a
Wholesaler (Features)

Contacts 360

Automated lead

Schedule the right follow-ups with brokers with
business potential-based lead segmentation,
prompt reminders, and proactive nudging.


Vymo studies the activities of your wholesalers
and suggests contextual next steps to reduce
turnaround time of closing deals.

Contacts 360
Contacts 360

Connect Brokers to
the best-fit Wholesaler

Intelligent allocation of leads to the right
resource. Now, when your wholesalers talk to
brokers, they will be confident of closing based
on their strengths.

Integrate with your
core systems

Connect to your current sales tech stack and
processes to automate the entire workflow on mobile.

Correlate sales
efforts to outcomes

Through customizable dashboards, managers can identify
skill gaps in their teams and coach them effectively.

Selling is an art

Building a Successful Sales Org
is Pure Science