Vertafore RiskMatch vs. Zendesk Explore

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

Compared to other analytics functions of other Ticket Management System, Zendesk Explore is the easiest to learn. Moreover, the learning curve is high. Once you pick up the fundamentals, you will be able to create all types of analytic reports. In addition, if you know basic coding or SQL, you can create your own metrics and attributes to capture extremely specific elements such as the tickets that contain a certain word or etc.

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

• As with most "suite" products, if you already use other Zendesk features (Chat, Talk, etc), then Zendesk Explore adds an extra facet to the customer experience. The more we know about our clientele, the better we can understand/anticipate their needs.
• I like that we can get as in-depth as we feel is necessary. For example, is just one customer having an issue? Or are many experiencing a similar problem? We can better rack this type of trend using Explore.
• Our team can dive deep into the data based on exactly what we're looking for. If the marketing team wants a certain kind of segment, we can give them that info. If we want to sort by date or another set of parameters, we can do that as well.

Incentivized

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

Incentivized

• Flexibility: the platform is somewhat limited for the creation of "non-standard" metrics
• It is complicated to create dashboards with no previous Zendesk Explore knowledge
• The reliability of Zendesk Explore has not been great: we had at least 5 situations when the dashboard was not showing data and had to approach Customer service for support

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

As previously mentioned, Zendesk Explore is easy to use. There are lots of materials in Zendesk Community. In addition, the live support will also help a lot in learning Zendesk Explore, especially for beginners. Zendesk Explore might be difficult at first to learn, but anyone could learn it in just 7 days. Once the fundamentals are locked in, moving from that place to becoming an amateur at Zendesk Explore is extremely easy. Lastly, if you know basic coding and SQL, you can be a pro at it already.

Incentivized

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

Incentivized

Support for all of Zendesk has exceeding my expectations. This company will always get a 10 out of 10 in my book. Any question you have they make sure you have the answer plus a step-by-step guide on how to do each step so you are set up for success!

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

Zendesk Explore is more user friendly and the software plus maintenance cost is less. The report section is more detailed and no lag while creating report for a large data source. The report segments and formats are editable which make it more convenient to make a report according to a requirement for an individual.

Incentivized

• Good decision-making tool
• Accuracy

Incentivized

• Money saved due to proper staffing.
• Happier Staff- proper staffing ensures no one is overworked.
• Ability to quickly pinpoint where issues are and why.

Incentivized