Epicor Grow vs. Vertafore RiskMatch

Grow.com is well suited if you have a lot of data or client data to manage. If you do not have tons of data, there are other options out there that are a bit more simple and easy to use and a better price.

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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.

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• I love the fact that you have a team of developers who can help me build metrics or fix metrics that I do not create properly. I had to learn SQL in order to really build the metrics that mattered, which was a lot of fun, but resulted in many broken metrics. The vendor's team was great in responding to me requests for help!
• Really, really appreciate the fact that Grow has SQL formulas to reference when building metrics. Again, as a novice, this accelerated my ability to learn and not have to leave your site and resources and stay within the Grow web properties.
• Great account managers who check in regularly and are willing to help out whenever needed.

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

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• There are basic labeling issues with some of the graph types. Wish there was more customizability here, especially on complex graphs.
• Could help more with analysis of data and trends, but that's going into full-fledged BI territory.
• The functionality of being able to snapshot data isn't quite there.

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

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This tool is definitely a little bit difficult to be able to figure out at first, but after some time of learning you can definitely pick it up. I do wish there were more resources online that would be able to help speed up the learning process

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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

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The support team is very helpful and in every situation we have needed help in, they have been able to assist. So I have had a good experience with them

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

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Grow doesn't have as many advanced analytics features and other capabilities as some other 'dashboard' platforms on the market. Simply, if you want a tool for internal use only that has high-level analytics capabilities (regressions, completely custom visualizations, modeling), Grow probably isn't the platform for you. To put it another way, if you have a team of data engineers and scientists doing complex analysis, Grow might not make the most sense. However, if you understand the value of data/visualization/dashboards, but lack some of those skillsets in your company, Grow might be the perfect fit. Not only is it incredibly scalable and reasonably priced compared to other market solutions, but their transform capabilities really stand out. They have many native data transformations that mimic SQL coding of a dataset, without requiring any knowledge of SQL. They've converted these transformations to easy-to-use tools in the platform, which are perfect for the less-technical user.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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.

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• Made it so much easier and faster to access data across tools
• Lessened the time exporting and uploading data to excel/sheets for analysis
• Made data and metrics more easily accessible to others in our orgs

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• Good decision-making tool
• Accuracy

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info