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**Bancassurance **


Bancassurance is defined as the partnership between banks and insurance companies where banks sell the insurance products to their customers. This collaboration is beneficial for both parties involved. Life and health insurance policies are in high demand globally, with life bancassurance having a prominent presence in the market. Vymo caters its services to several bancassurance customers.

Vymo workflow for bancassurance customers

bancassurance workflow

The process begins with the division of bank Relationship Managers (RMs) and prioritization of partners. After mapping Bank RMs and partners, Vymo's user management feature assists in organizing the user hierarchy.

Lead management is introduced once the partners and RMs are defined. Vymo ensures effective engagement with partners and leads through a range of features and integrations within Vymo's activity management system. This focuses on activity engagement with leads and partners, which is crucial for successful lead conversions. Additional filters like referrals and follow-ups enhance lead management.

Vymo features involved in bancassurance workflow

Some Bancassurance customers
  • AIA Indonesia
  • AIA Myanmar
  • AIA Thailand
  • AIA Vietnam
  • ICICI Lombard

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