Case Study: Bharti AXA Life Insurance improves sales efficiency with Vymo

Optimizing a People Heavy Workflow for Bharti AXA

Bharti AXA Life Insurance, a growing insurance provider with a 600-person field force, was facing declining efficiency as activity levels dropped and conversion rates slipped. The company needed a better way to manage a people-heavy sales workflow and improve how leads were assigned across geographies.

Vymo helped Bharti AXA optimize lead allocation with rule-based, impact-driven assignments instead of subjective “equal opportunity” routing, likely through its sales force productivity platform. As a result, Bharti AXA saw a 30% improvement in conversions, a 2x increase in meetings, and a 52% reduction in time to meet customers, with sales reps doubling meetings and improving efficiency overall.

Bharti AXA Life Insurance

Mohit Sharma

Head of Digital & Distribution Operations