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OnboardIQVymo

Vymo OnboardIQ accelerates producer readiness and efficiency by simplifying recruitment, onboarding, and compliance for sales roles.

Vendor

Vendor

Vymo

Company Website

Company Website

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Product details

Vymo OnboardIQ is a complete end-to-end solution designed to streamline the producer recruitment process, from initial prospecting to ensuring producers are ready to sell. It accelerates producer readiness and efficiency by simplifying the entire recruitment, onboarding, and compliance process, transitioning new recruits into sales roles. Vymo enables your sales team to take on an active role in recruitment, rather than relying solely on your HR department. The system automatically notifies sales leaders of new licenses found in the PDB. This approach expedites the process and enhances the overall producer experience, ensuring they are equipped and empowered to succeed from day one. It also facilitates Just-In-Time Appointments, enabling producers to sell swiftly using multiple methods of appointing, ensuring rapid access to markets for increased revenue generation. The platform offers digital onboarding of producers with workflow-based approvals, integration with the NIPR PDB, automated background checks, and intelligent contract creation with eSignature. It also manages compliance with NIPR alerts, renewal notifications, termination management, and eligibility checks. By recruiting the right producers and tracking their stages from “Newly Onboarded” to “Ready to Sell,” Vymo helps boost revenue and producer satisfaction, reduce producer churn, and optimize the applicant pool through social media sharing, event tracking, and referral tracking.

Features:

  • COST AND RISK REDUCTION: Just-In-Time Appointments. Accelerate revenue production by enabling your producers to sell swiftly using multiple methods of appointing including Just-In-Time (JIT) appointments, ensuring rapid access to markets for increased revenue generation.
  • RAPID ONBOARDING SOFTWARE: Producer Recruitment. Utilize digital onboarding of producers with workflow-based approvals. Modernize your onboarding process with integration to the NIPR PDB, automated background checks, and intelligent creation of contracts with eSignature.
  • RECRUIT THE RIGHT PRODUCERS: Producer Onboarding. Boost revenue and producer satisfaction by recruiting the right producers with Producer Recruitment. Utilize Vymo’s social media sharing, event tracking, and referral tracking to increase and optimize your applicant pool.
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