RiskMatch Reviews & Product Details

RiskMatch® is an insurance analytics solution. It helps agencies, MGAs, and carriers turn data into insights that help grow their business. Built specifically for the insurance industry, RiskMatch makes it easier to clean data, track team performance, and identify selling opportunities—all in one software solution. RiskMatch centralizes and cleans insurance data from agency management systems, CRMs, and rating solutions, giving a 360-degree view of an agency. Users can put their data to work to make strategic decisions. Its features help users make use of the information they’re already collecting and drive overall business growth. RiskMatch features include: Gain business intelligence: See your entire business in one place, in real time, by office, producer, product, industry, insurer and premium band. Get actionable insights delivered to your email through Analytics in your Inbox. Optimize carrier relationships: Identify competitive advantages and opportunities based on industry, state, and product to find ways to grow. Benchmark carrier commissions, negotiate with data, identify carrier appetites, and consolidate wholesalers. Cross-sell more products: Identify coverage gaps and uncover opportunities to cross-sell. Produce benchmarking reports for clients that compare average coverage pricing, limits, markets, and increase cross-sell opportunities. Win more new business: Leverage industry knowledge to present the right products to prospects with the right sales tools. Explore revenue drivers and develop a business strategy for growth. Retain clients: Use machine learning to view at-risk renewals, compare potential turnover in the industry, and develop a strategy to retain clients. RiskMatch helps agencies use their data to stay competitive and drive growth. Agencies that use RiskMatch typically see up to a 7% increase in their retention rate. RiskMatch is part of the best-in-class suite of solutions from Vertafore®. It delivers business intelligence tailored for insurance—so agencies can grow smarter, serve clients better, and grow their business with reliable data.