Review of Vertafore RiskMatch - good value for money tool!
May 17, 2022

Review of Vertafore RiskMatch - good value for money tool!

Bruno Quijano | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

RiskMatch for Agents & Brokers

Overall Satisfaction with Vertafore RiskMatch

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.
  • Good value for money
  • Automatization of processes
  • Data analysis
  • Not enough risk profile categories
  • Support team
  • Good decision-making tool
  • Accuracy
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.

Do you think Vertafore RiskMatch delivers good value for the price?

Yes

Are you happy with Vertafore RiskMatch's feature set?

Yes

Did Vertafore RiskMatch live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Vertafore RiskMatch go as expected?

Yes

Would you buy Vertafore RiskMatch again?

Yes

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
Had some issues when importing data and the support was not quite helpful that time, but is only bad experience
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

Pixel Perfect reports
7
Customizable dashboards
6
Report Formatting Templates
6
Drill-down analysis
8
Formatting capabilities
8
Integration with R or other statistical packages
9
Report sharing and collaboration
7
Publish to PDF
6
Report Versioning
8
Report Delivery Scheduling
6
Delivery to Remote Servers
7
Pre-built visualization formats (heatmaps, scatter plots etc.)
7
Location Analytics / Geographic Visualization
7
Predictive Analytics
9
Multi-User Support (named login)
5
Role-Based Security Model
7
Multiple Access Permission Levels (Create, Read, Delete)
5
Single Sign-On (SSO)
5
Responsive Design for Web Access
9
Mobile Application
Not Rated
Dashboard / Report / Visualization Interactivity on Mobile
Not Rated
Customizable Platform (Open Source)
7