9 Spokes vs. Vertafore RiskMatch

Good for letting your investors, employees and others know at a glance how your company is doing. The interface is clean and organized well. I just wish more of the app's functionality was available for testing and implementation. "Coming soon" is not really encouraging when we already have been waiting for a year or more.

Incentivized

For analyzing insurance policies for the clients that have specific requirements is really suitable since it allows you to match all this information and make the overall thinking process more easier when it comes to make a decision or to provide information to the customer.

Incentivized

• Grouping several apps in one place for easy viewing.
• Clean dashboard interface that looks uncluttered when viewing several apps at once.
• Setting up the apps is a breeze when the platform supports them.

Incentivized

• sorts book of business
• integrates with agency management system
• allows us to view revenue, etc without need to run reports in agency management system

Incentivized

• Integration with apps that are listed. Some of them are not supported yet and it seems the wait is taking longer than I'd like.
• iPhone support. It would be nice to have this in the app store. Not available as of 04/25/2018.

Incentivized

• Risk Profile Categorization
• Can lead to a lot of spam email

Incentivized

Because I have the feeling that some improvements should be done to the software itself but the overall experience is quite good for the paid price and the information and analysis you can received from the system

Incentivized

Support was helpful in the beginning but no longer needed because I didn't use the software as much. The experience that I did have with support was very friendly but not enough to give a good review. If the support team was called for initial setup, video chat or messenger app was used.

Incentivized

Vertafore Support is always ready and willing to provide support when we ask for it.

Incentivized

I actually chose QuickBooks (currently using) and Method (used for a month) before deciding that 9 Spokes is just good for looking at a few apps in one place. I'll keep checking back with them to see if they have improved. I wouldn't be surprised if 9 Spokes improves their product within the next 6-12 months.

Incentivized

Vertafore had a cleaner platform all around. The user interface was far superior and the functionality seemed to be leaps and bounds ahead of the competition. Everyone was pleased with the sales team and the responsiveness. We felt the tool integrated very well with our existing internal tools and software.

Incentivized

• Good decision-making tool
• Accuracy

Incentivized