Phocas Business Intelligence vs. Vertafore RiskMatch

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.

Incentivized

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

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

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

• 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.

Incentivized

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

• 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

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

• 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.

Incentivized

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

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

Incentivized

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

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.

Incentivized

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

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

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

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.

Incentivized

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

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

Incentivized

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

Phocas is easy to use for end users and can be used on desktops, laptops, and phones.

Incentivized

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

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

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

• It has given our business a view on data
• We can access it from anywhere
• You can have multiple dashboards for different information

Incentivized

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

Incentivized

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