Phocas Business Intelligence vs. Vertafore RiskMatch

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Phocas Business Intelligence
Score 8.2 out of 10
N/A
Phocas helps users discover data and provides results in real time.  It is designed for non-technical users and delivers a simple yet powerful analytical capability that quickly turns data into a chart, graph or map.  It brings up data on local, regional or global sales, inventory, forecasts, prices, profit margins, budgets and more. Phocas, based in the United Kingdom, is a business intelligence firm with offices in…N/A
Vertafore RiskMatch
Score 7.0 out of 10
N/A
Vertafore supplies business intelligence for agencies via RiskMatch, in various editions such as RiskMatch for Benefits to create client benchmark presentations, and RiskMatch for Carriers for data to give users the insights needed to drive growth and retention in the independent agency channel.N/A
Pricing
Phocas Business IntelligenceVertafore RiskMatch
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Phocas Business IntelligenceVertafore RiskMatch
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional DetailsPhocas has built its business model on exceeding customer expectations. We’ve operated on a subscription basis from the start and in the words of Phocas Group chairman and co-founder Paul Magee: ‘That puts the onus on us to perform’. And we like that. In fact, our whole company ecosystem is built around that ‘light bulb moment’ when customers achieve a breakthrough by seeing their business through fresh eyes.
More Pricing Information
Community Pulse
Phocas Business IntelligenceVertafore RiskMatch
Top Pros
Top Cons
Features
Phocas Business IntelligenceVertafore RiskMatch
BI Standard Reporting
Comparison of BI Standard Reporting features of Product A and Product B
Phocas Business Intelligence
9.0
4 Ratings
9% above category average
Vertafore RiskMatch
7.0
3 Ratings
16% below category average
Customizable dashboards9.04 Ratings7.23 Ratings
Report Formatting Templates9.04 Ratings6.52 Ratings
Pixel Perfect reports00 Ratings7.52 Ratings
Ad-hoc Reporting
Comparison of Ad-hoc Reporting features of Product A and Product B
Phocas Business Intelligence
9.6
4 Ratings
17% above category average
Vertafore RiskMatch
8.1
2 Ratings
0% below category average
Drill-down analysis10.04 Ratings8.92 Ratings
Formatting capabilities9.04 Ratings8.02 Ratings
Report sharing and collaboration10.04 Ratings7.52 Ratings
Integration with R or other statistical packages00 Ratings8.12 Ratings
Report Output and Scheduling
Comparison of Report Output and Scheduling features of Product A and Product B
Phocas Business Intelligence
9.3
4 Ratings
10% above category average
Vertafore RiskMatch
8.4
2 Ratings
0% above category average
Publish to PDF10.04 Ratings7.82 Ratings
Report Versioning8.03 Ratings8.02 Ratings
Report Delivery Scheduling9.94 Ratings7.82 Ratings
Publish to Web00 Ratings10.01 Ratings
Delivery to Remote Servers00 Ratings8.42 Ratings
Data Discovery and Visualization
Comparison of Data Discovery and Visualization features of Product A and Product B
Phocas Business Intelligence
8.3
4 Ratings
2% above category average
Vertafore RiskMatch
7.4
3 Ratings
9% below category average
Pre-built visualization formats (heatmaps, scatter plots etc.)8.04 Ratings7.02 Ratings
Location Analytics / Geographic Visualization9.03 Ratings8.42 Ratings
Predictive Analytics8.04 Ratings6.93 Ratings
Access Control and Security
Comparison of Access Control and Security features of Product A and Product B
Phocas Business Intelligence
9.9
4 Ratings
14% above category average
Vertafore RiskMatch
6.5
3 Ratings
28% below category average
Multi-User Support (named login)9.94 Ratings7.13 Ratings
Role-Based Security Model9.94 Ratings6.83 Ratings
Multiple Access Permission Levels (Create, Read, Delete)9.93 Ratings4.83 Ratings
Single Sign-On (SSO)00 Ratings7.13 Ratings
Mobile Capabilities
Comparison of Mobile Capabilities features of Product A and Product B
Phocas Business Intelligence
9.5
3 Ratings
17% above category average
Vertafore RiskMatch
8.3
2 Ratings
4% above category average
Responsive Design for Web Access9.03 Ratings9.02 Ratings
Dashboard / Report / Visualization Interactivity on Mobile10.03 Ratings10.01 Ratings
Mobile Application00 Ratings6.01 Ratings
Application Program Interfaces (APIs) / Embedding
Comparison of Application Program Interfaces (APIs) / Embedding features of Product A and Product B
Phocas Business Intelligence
-
Ratings
Vertafore RiskMatch
8.4
2 Ratings
6% above category average
REST API00 Ratings10.01 Ratings
Javascript API00 Ratings9.01 Ratings
iFrames00 Ratings7.01 Ratings
Java API00 Ratings9.01 Ratings
Themeable User Interface (UI)00 Ratings8.01 Ratings
Customizable Platform (Open Source)00 Ratings7.52 Ratings
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Phocas Business IntelligenceVertafore RiskMatch
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Score 9.7 out of 10
Enterprises
TIBCO Jaspersoft Community Edition
TIBCO Jaspersoft Community Edition
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Score 9.7 out of 10
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User Ratings
Phocas Business IntelligenceVertafore RiskMatch
Likelihood to Recommend
8.1
(4 ratings)
7.0
(3 ratings)
Usability
9.0
(1 ratings)
7.8
(3 ratings)
Support Rating
9.0
(1 ratings)
7.7
(3 ratings)
User Testimonials
Phocas Business IntelligenceVertafore RiskMatch
Likelihood to Recommend
Phocas
If you would like your data in one place with easy access, this is the software for you. You can have data from multiple systems and bring it into one view so that you have a quick and easily visible dashboard for the data you wish to see.
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Vertafore
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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Pros
Phocas
  • Custom reports are simple to create.
  • The ability to manage users and their dashboards is solid.
  • Easy to navigate web interface makes the software accessible from anywhere.
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Vertafore
  • 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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Cons
Phocas
  • Phocas needs to make it easier to connect to different types of databases.
  • The data in Phocas needs to be updated faster in some cases.
  • It needs to provide functions to create better charts and graphs.
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Vertafore
  • Risk Profile Categorization
  • Can lead to a lot of spam email
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Usability
Phocas
It is a very user-friendly product and is easy to understand. You can get your data from just a quick click and the dashboard loads. You can take the data and drill down easy to find what you are looking for.
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Vertafore
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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Support Rating
Phocas
Support is responsive. You log a call and they will respond quickly and resolve your issues. We have only had great experiences with the support team.
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Vertafore
Vertafore Support is always ready and willing to provide support when we ask for it.
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Alternatives Considered
Phocas
Phocas is easy to use for end users and can be used on desktops, laptops, and phones.
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Vertafore
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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Return on Investment
Phocas
  • It has given our business a view on data
  • We can access it from anywhere
  • You can have multiple dashboards for different information
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Vertafore
  • Good decision-making tool
  • Accuracy
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ScreenShots

Phocas Business Intelligence Screenshots

Screenshot of Phocas Dashboard on iPadScreenshot of Phocas Dashboard on Laptop