Kalido Business Information Modeler vs. Vertafore RiskMatch

Suitability depends on your business model.

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

• Kalido has developed a data security and privacy manual for its personnel that is easy to understand and that provides direct guidance with respect to security requirements, including requirements related to support services to Kalido customers.
• Flexible master data modeling
• Kalido clearly establishes in its policy documents that Customer Database Information (CDI) is confidential information that must beprotected, and sets forth specific requirements for handling of CDI including encryption during electronic transmission and storage, as well as other controls.

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

• Multiple rows, linked by pointers that makes data difficult to read. Could be structured in columns in a table.
• Kalido indicated in its survey response that it does not formally employ a standard configuration for its workstation builds, and/or it does not periodically review systems for deviations from the standard configuration. The Kalido DSP Manual indicates that Kalido does use a system security agent to maintain patches and anti-malware defense.

Incentivized

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

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

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

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

• Good decision-making tool
• Accuracy

Incentivized