Databox vs. Vertafore RiskMatch

I believe Databox can be an asset for any company. We are a small company, but I can see the value for large companies too. Databox is a great fit for departments or organizations that need to put their data into a readable form without needing a ton of reports. Databox allows you to save time and put together a nice report without having to do too much extra work. Once it is set up, it basically runs on its own at the frequency you set. I personally receive a daily report and have it sent to the respective people on the day of our meeting so we can quickly review it.

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

• Create dashboards from a variety of data sources.
• Set & track goals based on the data and metrics provided.
• Send alerts and scorecard updates to Slack and email automatically.

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

• Some types of data can only be reported on for 1-2 months back. Unless I'm misunderstanding the function of the software this seems really weird. I can't figure out how to report on Activities more than 2 months ago

Incentivized

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

Incentivized

Databox is an intuitive, well-designed platform that can be used by non-technical marketers. It is easy to learn, and while set up takes time, usability is high and the team has enjoyed creating custom dashboards and clients have also given us great feedback regarding its usability and value. While other BI tools are much more complex to navigate, Databox is a breeze.

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

I have really enjoyed using Databox and have seen the value of it in many ways. They also continue to improve the functions of it and grow their integrations and templates. I look forward to continuing to use Databox in the future, potentially even finding ways to incorporate it into other departments to help them with reporting as well.

Incentivized

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

Incentivized

Databox is unique in its ability to report from multiple data sources. Google Analytics is the standard when it comes to web metrics, but it's just one of the tools that integrates with Databox. Tableau is fantastic for data visualizations and reporting, but it's much more expensive than Databox, so it's not ideal for everyone. Tableau is also superior with customization

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

• It has helped us to show our value to clients
• Easily digestible dashboards make it easy to understand what you're looking at

Incentivized

• Good decision-making tool
• Accuracy

Incentivized