Reveal vs. Vertafore RiskMatch

As a company responsible for people money we have to deal with following challenges every day: Clients who want to track the status of their transfers. Licensing agencies who need to ensure professional standards are met. Internal team managers who need to track client and staff progress to ensure company progression and success. Reveal does a good job as self-service tool enabling the accountable parties to have full access to important insights 24/7. The prebuilt dashboard themes save time and investment as we don’t need to hire a dedicated data analyst. The interactive dashboards give full transparency. The ability to easily create, analyze and report keeps clients, partners and stuff on the same page.

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.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Ease of Use - Reveal is super intuitive when it comes to creating dashboards. You don't need to be a data expert, which is key for me.
• Sharing - The ability to share across our teams, locations, and with clients is great. We create teams for our different clients and share dashboards there that also are connected to our company dashboards.
• Support and Roadmap - Reveal support has been great. They care about the needs of their customers. They have released 3 updates in the last few months, and they are adding a lot of value.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• sorts book of business
• integrates with agency management system
• allows us to view revenue, etc without need to run reports in agency management system

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• There are a limited number of templates, but this is something they say they are working on.
• Cost is reasonable for individual personal use, but prohibitive to small companies looking to embed their services in their own App.
• Responses to emails for support can be delayed, but what else is new?

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

• Risk Profile Categorization
• Can lead to a lot of spam email

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

As a developer of the project, I feel comfortable with this tool for its peculiarities: acceptable costs, simple configuration, creation and maintenance of simple reports, fairly complete account management, also, not least, I appreciate the work done by their technical support always timely intervention and, above all, resolutive.
Furthermore, as far as end users are concerned, I found a good appreciation of the proposed reports

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Reveal has a great usability for any level of computer user. The only major thing I see that is not exactly user friendly, is the color scheme issue I stated earlier in my review. Although, I am coming from a graphic design background, I need a platform that every team member in our office can use.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

This assessment is due to the fact that I have not yet found Reveal not available for use. Apart from some problems of development crash, then fixed by the product assistance service, I have not found any particular problems or loss of time caused by the instrument.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

The pages load rather quickly even in the presence of several elevations in the same dashboard that insist on different data sources and with visualizations that insist on different types of graph. I can only be satisfied with these performances.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Vertafore Support is always ready and willing to provide support when we ask for it.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

None in particular, however, would be welcome if improvements were made in the personalization of the prospects and in the connection between them (perhaps being able to transfer the selections present in one prospect to another recalled by the first).

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Lacks ability to generate analytics as complex as Tableau and not as easy to embed and interface with other software and databases as Looker. But a very good option for those not needing the complexities found in other products.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

This evaluation is the result of the fact that I have not had the opportunity to deepen the Reveal interface with other tools and / or other software, so the evaluation that I am giving follows what I have been able to read regarding the characteristics of the product online.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• We have the best platform for visualizing data for better understanding
• The drag and drop features saves time
• With data from multiple sources, we get the right intelligence to drive our business forward.
• While it is expensive, the benefits outweighs the high cost

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Good decision-making tool
• Accuracy

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info