Bizview vs. Vertafore RiskMatch

My favorite part is using if for analytical review reports, especially budget to actual reviews. I can make changes to the GL based on issues found during the review and the report updates immediately without having to update, re-key, verify changes, etc. I know it is going to be updated and correct every time.

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

• Once a worksheet has been created, you can change a single cell and update the entire report. This makes it much easier than recreating a report every time you start.
• It draws data directly from our database that can be filtered down in various ways. This allows us to get the data that we really need quicker.

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

• Access to comprehensive training for new users is lacking. While the pay-based BizNet University has some useful videos it doesn't allow for other learning styles.
• Having to create a separate OCBC data source and linked server for each arm of business opened is sometimes a hassle.

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

Incentivized

Lack of communication from BizNet on new policies with the resellers, changes in the policies that affect the client aren't positive in my opinion

Incentivized

Excel knowledge is a prerequisite to use BizNet well.

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

We have only had a few occasions to call on the support team over 4 years, but every time our need was met in a superior manner.

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

Incentivized

We went pretty seamlessly into BizNet, but could have had lots of trouble if the professional service was not aware of our set up and use.

FRX - Great Plains Report Writer - These do produce financial reports but are much more tedious to set up. BizNet is much more flexible and easier to use. The functionality is an Excel add-on which allows us to use the powerful functionality of Excel as well as Biznet's functionality to do data retrieval from Sage 100 general ledger.

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

• BizNet continues to pay for itself.
• I am sure we haven't even learned to use half of what it is capable of and their customer service is top notch.
• I would say that BizNet continues to have a positive impact on our entire financial portion of our business.

Incentivized

• Good decision-making tool
• Accuracy

Incentivized