35% faster application reviews • 30% lower recruitment turnaround time • Improved visibility across the recruitment pipeline

What is Vymo?

Vymo is a sales engagement platform that helps financial institutions manage lead generation, recruitment, sales activities, and field operations. It enables sales teams to work more efficiently through workflow automation, visibility, and performance tracking.

1. Introduction

Aditya Birla Capital, one of Vymo’s largest insurance clients, serves millions of customers through a network of over 200,000 agents and channel partners. Yet, the experience for the operations teams reviewing and approving agent applications was far from ideal. Through this project, we simplified recruitment operations, improved application visibility, and enabled faster onboarding decisions across the recruitment funnel.

1.1. Core Problems

  1. Back-office teams lacked a clear view of their daily workload and priorities.

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Reviewers often managed dozens of active applications simultaneously, yet the dashboard provided no clear indication of priorities, pending actions, or application status.

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  1. Research revealed that critical information was fragmented and difficult to access.

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Reviewers needed 8–12 clicks on average to gather the information required for a single approval decision, increasing review time and cognitive load.

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  1. The review workflow was not optimized for decision-making.

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Reviewers often managed 50–100 active applications simultaneously, yet the system provided no way to prioritize cases based on urgency, status, or pending actions.

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Our goal was to understand the challenges faced by back-office teams, identify how design could simplify the review process, and create a more efficient recruitment experience.

1.2. My Role

As the primary product designer on this project, I led the end to end design process, from stakeholder discussions and problem discovery to workflow design, prototyping, and implementation. I worked closely with Product Managers, Engineers, and client stakeholders to align business needs with user needs.