# Vymo

> AI\-powered distribution management for insurance salesforces

## At a glance

| Field | Value |
| --- | --- |
| Category | Distribution & Sales |
| Type | Solutions Provider |
| Region | NA |
| Headquarters | San Francisco, CA, USA |
| Founded | 2013 |
| Stage | Growth |
| Employees | 501-1000 |
| Funding | Series C (USD 45.1M total raised) |

## Overview

Vymo is an insurance distribution management platform for insurers, MGAs, FMOs, IMOs, and insurance distributors. The platform combines AI-driven sales engagement with mobile-first agent tooling to help financial institutions manage their distribution channels -- tracking producer activity, automating workflows, and surfacing performance analytics in real time.

The core product suite covers the full agent lifecycle: sales engagement through EngageIQ, recruiting and licensing compliance through OnboardIQ, and broader distribution management across agency and partner networks. The system connects with core insurance platforms including Duck Creek and Salesforce, and is certified SOC 2 Type II. As of mid-2025, the platform expanded into debt collections with the CollectIQ product aimed at banks and NBFCs.

Vymo reports over 350,000 salespeople across 70+ enterprise deployments globally, including carriers and financial institutions such as Berkshire Hathaway Homestate Companies, AIA, AXA, Generali, Sun Life, BNP Paribas, and HDFC Bank. The company raised USD 22M in a 2022 Series C led by Bertelsmann India Investments, bringing total funding to USD 45.1M. Offices are maintained in San Francisco, Bengaluru, Singapore, and Tokyo.

## Products & services

### EngageIQ

Sales engagement and performance management platform for insurance producers and sales leaders. EngageIQ delivers AI-driven next-best-action recommendations, real-time performance coaching, and automated pipeline workflows through a mobile-first interface.

**Key features:**

- AI nudges and next\-best\-action prompts based on producer activity patterns
- Real\-time dashboards and coaching tools for sales leaders
- Automated follow\-up workflows and lead management
- Agency 360\-degree views with prescriptive performance intelligence
- Mobile\-first access to book\-of\-business data with 75%\+ reported daily active usage

*Target users:* Insurance producers, sales managers, agency leaders

### OnboardIQ

AI/ML-driven solution for insurance agent recruiting, onboarding, and multi-state licensing compliance. Launched in August 2024.

**Key features:**

- Smart agent profiling to match recruits to appropriate distribution roles
- Multi\-state compliance tracking and NIPR licensing management
- Mobile\-first onboarding experience for distributed agent networks
- Automated workflows replacing manual recruiting and licensing processes

*Target users:* Distribution managers, compliance teams, carrier recruiting departments

### CollectIQ

Debt collections platform for banks and NBFCs, launched in May 2025 as an expansion beyond insurance distribution.

**Key features:**

- AI\-driven collection prioritization and workflow automation
- Integrated agent enablement tools for collections teams
- Analytics and performance reporting for collections operations

*Target users:* Banks, NBFCs, financial institutions with collections operations

### Distribution Management Suite

Broader platform components supporting agent lifecycle management and partner network coordination.

**Key features:**

- AgentIQ \-\- agent performance and lifecycle management
- PartnerIQ \-\- partner and agency relationship management
- Activity tracking and sales enablement playbook library
- Integration connectors for core insurance systems and CRMs

*Target users:* Distribution heads, agency managers, insurer operations teams

## Category & focus

- Subcategories: Agency Management, Sales Engagement, Producer Onboarding, Compliance Automation, Performance Analytics
- Insurance verticals: Life & Annuity, P&C Commercial, P&C Personal, Group Benefits
- Target customers: Carriers, Agents/Agencies, Brokers, MGAs/MGUs

## Notable customers

- Berkshire Hathaway Homestate Companies
- AIA Thailand
- AIA Indonesia
- AXA
- Generali
- Sun Life
- BNP Paribas
- HDFC Bank
- Kemper

## Links

- Website: <https://vymo.com>
- Directory profile: <https://insurtechlist.com/companies/vymo/>
- Contact: <https://vymo.com/us/contact-us/>
- Us site: <https://vymo.com/us/>
- Engageiq: <https://vymo.com/us/engageiq-overview/>
- Onboardiq: <https://vymo.com/us/onboardiq/>
- Integrations: <https://vymo.com/integrations/>
- Press releases: <https://vymo.com/us/resources/press-release/>
- Salesforce appexchange: <https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FADlhUAH>

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*Last updated: 2026\-05\-18*