Vertafore RiskMatch delivers what it says it will (although a little pricey)
July 15, 2022
Vertafore RiskMatch delivers what it says it will (although a little pricey)
Score 6 out of 10
Vetted Review
Verified User
Software Version
RiskMatch for Agents & Brokers
Overall Satisfaction with Vertafore RiskMatch
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.
- 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
- 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
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.
Do you think Vertafore RiskMatch delivers good value for the price?
Not sure
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?
No