Vertafore RiskMatch

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Vertafore RiskMatch
Score 6.9 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
Vertafore RiskMatch
Editions & Modules
No answers on this topic
Offerings
Pricing Offerings
Vertafore RiskMatch
Free Trial
No
Free/Freemium Version
No
Premium Consulting/Integration Services
No
Entry-level Setup FeeNo setup fee
Additional Details
More Pricing Information
Community Pulse
Vertafore RiskMatch
Considered Both Products
Vertafore RiskMatch
Chose Vertafore RiskMatch
Vertafore RiskMatch just provides additional insight into our book of business. The up to date information is laid out with graphs and charts unlike what we can easily get from out agency management system. We selected Vertafore RiskMatch to provide reports which are …
Chose Vertafore RiskMatch
I was working in the Audits auditing an insurance company and they used this software as a tool to find the correct balance between the services they offered and the needs of their clients, I have never seen a software like this in other insurance clients and therefore, I …
Chose Vertafore RiskMatch
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 …
Features
Vertafore RiskMatch
BI Standard Reporting
Comparison of BI Standard Reporting features of Product A and Product B
Vertafore RiskMatch
7.0
Ratings
16% below category average
Pixel Perfect reports7.40 Ratings
Customizable dashboards7.20 Ratings
Report Formatting Templates6.40 Ratings
Ad-hoc Reporting
Comparison of Ad-hoc Reporting features of Product A and Product B
Vertafore RiskMatch
8.1
Ratings
1% above category average
Drill-down analysis8.90 Ratings
Formatting capabilities8.00 Ratings
Integration with R or other statistical packages8.10 Ratings
Report sharing and collaboration7.40 Ratings
Report Output and Scheduling
Comparison of Report Output and Scheduling features of Product A and Product B
Vertafore RiskMatch
8.4
Ratings
3% above category average
Publish to Web10.00 Ratings
Publish to PDF7.80 Ratings
Report Versioning8.00 Ratings
Report Delivery Scheduling7.80 Ratings
Delivery to Remote Servers8.30 Ratings
Data Discovery and Visualization
Comparison of Data Discovery and Visualization features of Product A and Product B
Vertafore RiskMatch
7.3
Ratings
9% below category average
Pre-built visualization formats (heatmaps, scatter plots etc.)7.00 Ratings
Location Analytics / Geographic Visualization8.30 Ratings
Predictive Analytics6.70 Ratings
Access Control and Security
Comparison of Access Control and Security features of Product A and Product B
Vertafore RiskMatch
6.4
Ratings
28% below category average
Multi-User Support (named login)7.10 Ratings
Role-Based Security Model6.70 Ratings
Multiple Access Permission Levels (Create, Read, Delete)4.50 Ratings
Single Sign-On (SSO)7.10 Ratings
Mobile Capabilities
Comparison of Mobile Capabilities features of Product A and Product B
Vertafore RiskMatch
8.3
Ratings
7% above category average
Responsive Design for Web Access9.00 Ratings
Mobile Application6.00 Ratings
Dashboard / Report / Visualization Interactivity on Mobile10.00 Ratings
Application Program Interfaces (APIs) / Embedding
Comparison of Application Program Interfaces (APIs) / Embedding features of Product A and Product B
Vertafore RiskMatch
8.4
Ratings
8% above category average
REST API10.00 Ratings
Javascript API9.00 Ratings
iFrames7.00 Ratings
Java API9.00 Ratings
Themeable User Interface (UI)8.00 Ratings
Customizable Platform (Open Source)7.40 Ratings
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User Ratings
Vertafore RiskMatch
Likelihood to Recommend
6.9
(0 ratings)
Usability
7.7
(0 ratings)
Support Rating
7.7
(0 ratings)
User Testimonials
Vertafore RiskMatch
Likelihood to Recommend
It is well suited when a quick overview of your business is needed. Less appropriate if you are looking for detailed reports on your book of business.
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Pros
  • Good value for money
  • Automatization of processes
  • Data analysis
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Cons
  • the "mapping" of insurance carriers is confusing as some are named differently
  • the "roles" for users could be more clearly defined or better matched to our setup
  • the ability to compare information to same time last year would be nice
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Usability
I find the product to be extremely usable. It’s not terribly difficult to learn. One of the easiest things to do was create and customize my own reports which I have found challenging in other software. The tool has a really understandable interface that most would be able to pick up with minimal effort.
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Support Rating
Had some issues when importing data and the support was not quite helpful that time, but is only bad experience
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Alternatives Considered
I was working in the Audits auditing an insurance company and they used this software as a tool to find the correct balance between the services they offered and the needs of their clients, I have never seen a software like this in other insurance clients and therefore, I thought it was a good tool to have a clear overview of everything, to make processes more secure by reducing the hand-job inputs and to foster the process chain by making it faster and automatized.
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Return on Investment
  • Customer Satisfaction
  • Retention
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ScreenShots