Customer Engagement

Vymo outlines the future sales distribution stack at ITC Vegas

The leading sales engagement platform, along with Forrester, will host a session at Insurtech Connect 2022, Las Vegas, and present a blueprint of the future sales distribution tech stack, encouraging sellers to look beyond a CRM.

Yamini Bhat, Co-Founder & CEO of  Vymo – the leading sales engagement platform for global financial services institutions and Kate Legget, VP and Principal Analyst, Forrester, will lead a lunch workshop on how carriers and brokers can increase customer engagement to deliver personalized experiences at scale.

The session, ‘Sellers Need More Than A CRM,’ is curated for insurance leaders attending the upcoming Insurtech Connect event in Las Vegas and is scheduled at 12:30 p.m. PTWednesday, September 21.

Armed For The Future Of Insurance

Changing customer outlook, fierce competition from new players, and accelerated digital adoption post-pandemic have altered the insurance industry, questioning decades of business assumptions. Delivering a seamless, delightful customer experience is table stakes. And most business operating models and conventional sales tech stacks are struggling to deliver this kind of experience.

Insurance leaders must re-evaluate their existing sales distribution tech stacks and augment traditional CRMs to scale efforts towards superior customer experience and profitability. How do you build a stack that can deliver:

  • Improved sales coverage and visibility for a tangible increase in productivity;
  • Real-time capture of complete context on every activity within 30 seconds of an engagement;
  • Improved key business metrics in less than eight weeks of deployment?

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