Angles by Insightsoftware vs. Vertafore RiskMatch

If you desire to 'empower' employees to create or edit their own reports, Noetix is a great tool, though I am not particularly an 'empowerment' person. In my experience most people have enough work of their own, so to tell them they now have to create their own reports can cause problems. If someone is available, like I am, to create the reports based on user requirements, then the report can be shared with the user and they can make changes as needed. I have several users who use the same report over and over for slightly different applications, and they are happy to make the small alterations, but creating whole new reports can seem like a daunting task. I tell my users I don't want them to become frustrated. If they want to try on their own, fine, but don't waste more than half an hour, and if you start to get frustrated, stop and IM me. Ninety-nine times out of 100 I already have a report that will give them exactly what they need. I've done extensive training, and find it's quite easy for users to pick up

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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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• Noetix makes reporting easy. Users can combine vtables (the Noetix term for its views), add or delete columns, add filters or parameters, sort, add totals to columns, all from an easy to use interface. It comes with a very large number of already written reports for all areas of Oracle reporting, but it also allows for custom vtables to be written, for Oracle or any database, to expand the number of available reports.
• Noetix has an Excel add-in that is marvelous. It eliminates the need to run a report in the web application and export to Excel. The add-in can run very large reports, up to a million lines. Once a report is run in Excel, it can be saved, and then refreshed whenever needed. It's a really good tool.
• Noetix is flexible. Joins can be added to existing Noetix vtables and also to custom vtables, to give users a large amount of data configurations to choose from. It also allows users to create calculated fields to any report.
• Noetix is easy to administer. Users can be added or removed and grouped by the level of permission. Although, in our case, it validates against Oracle, the level of security is dictated by Noetix.

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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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• I like the fact that the output is standard, but I would like to be able to move columns around on the output screen, rather than having to go back to the editing screen, move the columns, then rerun the report.
• Drag and drop of columns would be nice on the edit screen. Currently if you add a column to a report, it automatically goes to the bottom. Relocation of the column has to be done a line at a time. I would prefer to be able to grab the field I want from those available, and drop it into the report where I want it.
• When adding a filter (or parameter), the available fields automatically come up in alphabetical order, but on the columns screen, they don't. They come up in the order they actually are in the query. That means, when creating custom vtables, to have the fields in alphabetical order, one must put them that way. It would be nice if Noetix put the fields in alphabetical order for the user.

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

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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

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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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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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

I believe Noetix is much easier to use than either Crystal Reports or InfoMaker. When I worked with InfoMaker I used to say it took 5 minutes to get the data and 5 hours (and sometimes days) to make it look good. The same can be true for Crystal Reports. Noetix has a standard format, and most people export to Excel anyway. Who prints reports? So formatting is not all that important.

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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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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

• 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