Overview
What is Vertafore RiskMatch?
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…
Review of Vertafore RiskMatch - good value for money tool!
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Pricing
What is Vertafore RiskMatch?
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.
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
- About
- Tech Details
What is Vertafore RiskMatch?
Vertafore RiskMatch Technical Details
Operating Systems | Unspecified |
---|---|
Mobile Application | No |
Comparisons
Compare with
Reviews and Ratings
(3)Attribute Ratings
Reviews
(1-3 of 3)- sorts book of business
- integrates with agency management system
- allows us to view revenue, etc without need to run reports in agency management system
- 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
- Customizable dashboards
- 70%7.0
- Predictive Analytics
- 40%4.0
- Multi-User Support (named login)
- 70%7.0
- Role-Based Security Model
- 60%6.0
- Multiple Access Permission Levels (Create, Read, Delete)
- 20%2.0
- Single Sign-On (SSO)
- 70%7.0
- We have yet to explore all features of Vertafore RiskMatch and get employees onboard
- With additional training for employees we expect to have a favorable return on investment
- Without employee participation we would probably not have favorable return on investment
This was especially helpful in the automatization of processes by reducing the manual work from the company side and by making the overall experience more faster not only for the client but also for the company.
- Good value for money
- Automatization of processes
- Data analysis
- Not enough risk profile categories
- Support team
- Pixel Perfect reports
- 70%7.0
- Customizable dashboards
- 60%6.0
- Report Formatting Templates
- 60%6.0
- Drill-down analysis
- 80%8.0
- Formatting capabilities
- 80%8.0
- Integration with R or other statistical packages
- 90%9.0
- Report sharing and collaboration
- 70%7.0
- Publish to PDF
- 60%6.0
- Report Versioning
- 80%8.0
- Report Delivery Scheduling
- 60%6.0
- Delivery to Remote Servers
- 70%7.0
- Pre-built visualization formats (heatmaps, scatter plots etc.)
- 70%7.0
- Location Analytics / Geographic Visualization
- 70%7.0
- Predictive Analytics
- 90%9.0
- Multi-User Support (named login)
- 50%5.0
- Role-Based Security Model
- 70%7.0
- Multiple Access Permission Levels (Create, Read, Delete)
- 50%5.0
- Single Sign-On (SSO)
- 50%5.0
- Responsive Design for Web Access
- 90%9.0
- Mobile Application
- N/AN/A
- Dashboard / Report / Visualization Interactivity on Mobile
- N/AN/A
- Customizable Platform (Open Source)
- 70%7.0
- Good decision-making tool
- Accuracy
Get RiskMatch!
- Insights
- Cost
- Accuracy
- Risk Profile Categorization
- Can lead to a lot of spam email
- Pixel Perfect reports
- 80%8.0
- Customizable dashboards
- 90%9.0
- Report Formatting Templates
- 70%7.0
- Drill-down analysis
- 100%10.0
- Formatting capabilities
- 80%8.0
- Integration with R or other statistical packages
- 70%7.0
- Report sharing and collaboration
- 80%8.0
- Publish to Web
- 100%10.0
- Publish to PDF
- 100%10.0
- Report Versioning
- 80%8.0
- Report Delivery Scheduling
- 100%10.0
- Delivery to Remote Servers
- 100%10.0
- Pre-built visualization formats (heatmaps, scatter plots etc.)
- 70%7.0
- Location Analytics / Geographic Visualization
- 100%10.0
- Predictive Analytics
- 100%10.0
- Multi-User Support (named login)
- 100%10.0
- Role-Based Security Model
- 80%8.0
- Multiple Access Permission Levels (Create, Read, Delete)
- 100%10.0
- Single Sign-On (SSO)
- 100%10.0
- Responsive Design for Web Access
- 90%9.0
- Mobile Application
- 60%6.0
- Dashboard / Report / Visualization Interactivity on Mobile
- 100%10.0
- REST API
- 100%10.0
- Javascript API
- 90%9.0
- iFrames
- 70%7.0
- Java API
- 90%9.0
- Themeable User Interface (UI)
- 80%8.0
- Customizable Platform (Open Source)
- 80%8.0
- Customer Satisfaction
- Retention