Microsoft SharePoint vs. Vertafore RiskMatch

SharePoint Document Management excels as a central repository for storing, organising, and retrieving documents. It supports version control, metadata tagging, secure access, and integration with tools like Power Automate. At our organisation, it's used for managing contracts, policies, and supplier documents. SharePoint Workflow Automation integrates with Power Automate to streamline approvals, gather feedback, and automate recurring tasks. This reduces reliance on email chains and manual trackers.

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

• We track employees' performance sheets, which are accessible to the employee, his manager, and HR, and this helps with transparency.
• We maintain technical process documents and SOPs, which help us quickly provide relevant documents during audits.
• We maintain incident documents change request forms in SharePoint, which helps us in tracking the changes.

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

• Windows Explorer users have some difficulty having to constantly UPLOAD / DOWNLOAD files. Specifically on the DOWNLOAD when they are used to Drag & Drop in & out of LOCAL folders via Window's explorer.
• Microsoft SharePoint supports multiple "library" types. When implementing our "image" library the search function is done via "tags" and boolean logic. This is challenging to most end users. I'd like our users to be able to search our Microsoft SharePoint image library without having to enter KEYWORD or other BOOLEAN logic.
• Microsoft SharePoint can also be an internal website for each department or company wide communication tool but I believe these features are geared for much larger organizations. Since we are a SMB we really aren't using these features. So maybe something more useful to SMBs would be nice.

Incentivized

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

Incentivized

It's integral to our business. It's already included with most of the Office 365 licensing we buy, so the cost is effectively zero. It stores our files, it is the foundation for custom applications, and Microsoft only continues to enhance its functionality and its connections to other Microsoft tools. SharePoint just keeps getting better and better.

Incentivized

No usability issues reported. Individual teams also have allocated areas which replace legacy shared drives on local LANs. Access to Sharepoint resources is fully integrated with corporate Active Directory with additional two-factor authentication required for administrative users. Users have access to Microsoft Services Hub which allows you to create, manage, and track support requests while staying current on Microsoft technologies with access to select self-paced learning paths

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

Support for SharePoint is quite good. Microsoft provides good support. Microsoft offers

• Quick turnaround time for issues
• A range of support services
• Access to a network of resources
• Escalation of issues
• Ongoing development and commitment to produce enhancement

The majority of support is required for initial installation. Once complete and the system is operating we have had very few support issues.

Incentivized

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

Incentivized

The face to face training I received was on SharePoint Administration. It was rushed as there was a lot of information to cover and the application of the labs weren't that great either. I like to be able to relate what I am learning to what I am currently doing.

I like to learn at my own pace and online training allows for that. Additionally, you can skip through pieces of content that you already know or are already comfortable with. Microsoft actually offers great videos on their website for basic fundamental SharePoint Training. I have used these training videos in some of my own training sessions with end users.

Planning to the last detail would be advised. SharePoint is a very large application that takes a lot of finesse to get operational

The reasons for selecting MS SharePoint are: SharePoint provides ease of use and web design assistance and support SharePoint helps you schedule your content for publishing. enables users to share documents with external parties and offers a better internal structure of the content and better indexing and searching capabilities.

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 comes with Office 365. It won't cost you any additional charges.
• It will help you to streamline your communication and work as a central hub for all tasks, files[,] and events[.]
• Setting it up will need a bit [of] planning. If you jump blindly it will become a confusing place for your team members and make them frustrated[.]

Incentivized

• Good decision-making tool
• Accuracy

Incentivized