Excel4apps vs. Vertafore RiskMatch

We have to calculate most all Lab / Pilot / Proposals sizing and results. The automated calculations in [Excel4apps] is awesome, as once you are familiar with them, it is easy to quickly implement them when needed.

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

• Easy to install and maintain. After the initial installation, there is little involvement by the technical administrators.
• Cloning production to a test environment does not require any additional setups unlike Oracle EBS which does.
• Loading data and reporting on this data is handled via EXCEL spreadsheets which is the "language" of our financial users.

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

• It is possible but difficult to retrieve data or set criteria from different module into a single report or retrieve. If it is more user friendly instead of having to create a complex formula to retrieve the data, this function will be utilized more often.
• It will be nice to have visual (graphs, etc.) report template available
• It is helpful if we can retrieve data for a range of date, instead of just YTD, PTD etc. and multi-year data all at once for comparison too.

Incentivized

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

Incentivized

I am not a power user of Excel. So I find Exel4apps a friendlier version of the things that I could do on Excel and making it easier with a magic wand.

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 not needed support yet

Incentivized

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

Incentivized

Excel4apps is more user friendly and can retrieve data much easier and in a nicer format than Jaspersoft. Qlik Sense is useful and have more visual reporting and dashboard. However, it is usually used for higher level of analyses and review. Yardi is used for specific purpose, which is different than Excel4apps. Excel4apps can pull all the financial data from Oracle, including billing and collections.

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

• Increase team transparency
• Increased reporting

Incentivized

• Good decision-making tool
• Accuracy

Incentivized