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Vertafore RiskMatch

Vertafore RiskMatch

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…

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Recent Reviews

Get RiskMatch!

9 out of 10
April 26, 2022
Incentivized
We are using Vertafore RiskMatch to connect home buyers and insurance providers. This tool helps massively to pair the right risk and …
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Pricing

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Vertafore RiskMatch

Vertafore RiskMatch

N/A
Unavailable

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

What is Vertafore RiskMatch?

Vertafore RiskMatch Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(3)

Attribute Ratings

Reviews

(1-3 of 3)
Companies can't remove reviews or game the system. Here's why
July 15, 2022

Vertafore RiskMatch delivers what it says it will (although a little pricey)

Verified User
Administrator in Other
Insurance Company, 11-50 employees
Score 6 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
I use Vertafore RiskMatch to quickly get reports on premium, revenue, top customers by industry. It is integrated to our agency management system and will offer a current "snapshot" of our book of business.
Pros and Cons
  • 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
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.
Vertafore RiskMatch Feature Ratings
BI Platform
N/A
N/A
Supported Data Sources
N/A
N/A
BI Standard Reporting (1)
70%
7.0
Customizable dashboards
70%
7.0
Ad-hoc Reporting
N/A
N/A
Report Output and Scheduling
N/A
N/A
Data Discovery and Visualization (1)
40%
4.0
Predictive Analytics
40%
4.0
Access Control and Security (4)
55%
5.5
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
Mobile Capabilities
N/A
N/A
Application Program Interfaces (APIs) / Embedding
N/A
N/A
Return on Investment
  • 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
Alternatives Considered
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 visually attractive to present to management.
Other Software Used
Usability
7
I think if I used it more, I would give it a higher rating. It's not something that I use every day. Most employees forget that we even have it, and although the information it provides is very useful, employees still get their reports from AMS360, our agency management system.
Support Rating
8
Vertafore Support is always ready and willing to provide support when we ask for it.
May 17, 2022

Review of Vertafore RiskMatch - good value for money tool!

BQ
Bruno Quijano
Junior Accounting Processes Manager
Auto1 Group (Accounting, 1001-5000 employees)
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
I used to work and advise other colleagues in Vertafore RiskMatch as a connection between local buyers and insurance broker providers. This tool provides a huge help in pairing the corresponding risk/s and the insurance profiles. From the customers' perspective, this had positive feedback when it came to finding the appropriate insurance provider that adapts to their preferences with a balance between, cost and the provided service.
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.
Pros and Cons
  • Good value for money
  • Automatization of processes
  • Data analysis
  • Not enough risk profile categories
  • Support team
Likelihood to Recommend
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.
Vertafore RiskMatch Feature Ratings
BI Platform
N/A
N/A
Supported Data Sources
N/A
N/A
BI Standard Reporting (3)
63.33333333333333%
6.3
Pixel Perfect reports
70%
7.0
Customizable dashboards
60%
6.0
Report Formatting Templates
60%
6.0
Ad-hoc Reporting (4)
80%
8.0
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
Report Output and Scheduling (4)
67.5%
6.8
Publish to PDF
60%
6.0
Report Versioning
80%
8.0
Report Delivery Scheduling
60%
6.0
Delivery to Remote Servers
70%
7.0
Data Discovery and Visualization (3)
76.66666666666667%
7.7
Pre-built visualization formats (heatmaps, scatter plots etc.)
70%
7.0
Location Analytics / Geographic Visualization
70%
7.0
Predictive Analytics
90%
9.0
Access Control and Security (4)
55%
5.5
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
Mobile Capabilities (3)
30%
3.0
Responsive Design for Web Access
90%
9.0
Mobile Application
N/A
N/A
Dashboard / Report / Visualization Interactivity on Mobile
N/A
N/A
Application Program Interfaces (APIs) / Embedding (1)
70%
7.0
Customizable Platform (Open Source)
70%
7.0
Return on Investment
  • Good decision-making tool
  • Accuracy
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.
Other Software Used
Usability
8
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
Support Rating
6
Had some issues when importing data and the support was not quite helpful that time, but is only bad experience
April 26, 2022

Get RiskMatch!

Verified User
Manager in Finance and Accounting
Hospitality Company, 501-1000 employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
We are using Vertafore RiskMatch to connect home buyers and insurance providers. This tool helps massively to pair the right risk and insurance premium profiles. Our customers have loved this tool for finding the right insurance carrier that is a good balance of cost and service. We have found the tool to eliminate a lot of manual work for our company.
Pros and Cons
  • Insights
  • Cost
  • Accuracy
  • Risk Profile Categorization
  • Can lead to a lot of spam email
Likelihood to Recommend
Vertafore RiskMatch is well suited for anyone in the business of partnering between customers and insurance. The tool provides predictive analytics to pair the right insurance provider with the right customer at the most effective cost and coverage. This tool may not be appropriate for an insurance broker looking to make the maximum commission.
Vertafore RiskMatch Feature Ratings
BI Platform
N/A
N/A
Supported Data Sources
N/A
N/A
BI Standard Reporting (3)
80%
8.0
Pixel Perfect reports
80%
8.0
Customizable dashboards
90%
9.0
Report Formatting Templates
70%
7.0
Ad-hoc Reporting (4)
82.5%
8.3
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
Report Output and Scheduling (5)
96%
9.6
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
Data Discovery and Visualization (3)
90%
9.0
Pre-built visualization formats (heatmaps, scatter plots etc.)
70%
7.0
Location Analytics / Geographic Visualization
100%
10.0
Predictive Analytics
100%
10.0
Access Control and Security (4)
95%
9.5
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
Mobile Capabilities (3)
83.33333333333334%
8.3
Responsive Design for Web Access
90%
9.0
Mobile Application
60%
6.0
Dashboard / Report / Visualization Interactivity on Mobile
100%
10.0
Application Program Interfaces (APIs) / Embedding (6)
85%
8.5
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
Return on Investment
  • Customer Satisfaction
  • Retention
Alternatives Considered
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.
Usability
9
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.
Support Rating
9
The support team is great! I have found the response time and SLAs to be very realistic and reasonable. When I have questions or suggested improvements it’s usually no more than a 2-3 day turnaround for simple things. The support team is very willing to listen to issues, resolve them, and also customize them to your needs.
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