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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Vertafore RiskMatch

    Score6.9 out of 10
    N/AVertafore 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.N/A

    Yellowfin

    Score8 out of 10
    Mid-Size Companies (51-1,000 employees)
    Yellowfin is a cloud-based business intelligence and dashboarding platform.

    $250

    per month

    Pricing
    Vertafore RiskMatchYellowfin
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    Vertafore RiskMatchYellowfin
    Free Trial
    NoYes
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeOptional
    Additional Details
    More Pricing Information
    Community Pulse
    Vertafore RiskMatchYellowfin
    Considered Both Products
    Vertafore
    No answer on this topic
    Yellowfin
    No answer on this topic
    Key User Insights
    Would buy again
    No answers on this topic
    67%
    Would buy again
    6 Answers
    Delivers good value for the price
    No answers on this topic
    63%
    Delivers good value for the price
    5 Answers
    Happy with the feature set
    No answers on this topic
    67%
    Happy with the feature set
    6 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    67%
    Lived up to sales and marketing promises
    4 Answers
    Implementation went as expected
    No answers on this topic
    71%
    Implementation went as expected
    5 Answers
    Features
    Vertafore RiskMatchYellowfin
    BI Standard Reporting
    Comparison of BI Standard Reporting features of Vertafore RiskMatch and Yellowfin
    Feature
    Vertafore RiskMatch
    7.0
    3 Ratings
    15% below category average
    Yellowfin
    6.1
    12 Ratings
    29% below category average
    Pixel Perfect reports7.42 Ratings5.85 Ratings
    Customizable dashboards7.23 Ratings6.212 Ratings
    Report Formatting Templates6.42 Ratings6.411 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of Vertafore RiskMatch and Yellowfin
    Feature
    Vertafore RiskMatch
    8.1
    2 Ratings
    1% above category average
    Yellowfin
    6.6
    12 Ratings
    20% below category average
    Drill-down analysis8.92 Ratings6.611 Ratings
    Formatting capabilities8.02 Ratings7.112 Ratings
    Integration with R or other statistical packages8.12 Ratings6.38 Ratings
    Report sharing and collaboration7.42 Ratings6.511 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of Vertafore RiskMatch and Yellowfin
    Feature
    Vertafore RiskMatch
    8.4
    2 Ratings
    1% above category average
    Yellowfin
    5.9
    11 Ratings
    34% below category average
    Publish to Web10.01 Ratings6.311 Ratings
    Publish to PDF7.82 Ratings6.211 Ratings
    Report Versioning8.02 Ratings5.89 Ratings
    Report Delivery Scheduling7.82 Ratings5.611 Ratings
    Delivery to Remote Servers8.32 Ratings5.55 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of Vertafore RiskMatch and Yellowfin
    Feature
    Vertafore RiskMatch
    7.3
    3 Ratings
    9% below category average
    Yellowfin
    5.8
    12 Ratings
    32% below category average
    Pre-built visualization formats (heatmaps, scatter plots etc.)7.02 Ratings5.912 Ratings
    Location Analytics / Geographic Visualization8.32 Ratings5.712 Ratings
    Predictive Analytics6.73 Ratings5.810 Ratings
    Access Control and Security
    Comparison of Access Control and Security features of Vertafore RiskMatch and Yellowfin
    Feature
    Vertafore RiskMatch
    6.4
    3 Ratings
    28% below category average
    Yellowfin
    6.2
    11 Ratings
    31% below category average
    Multi-User Support (named login)7.13 Ratings6.311 Ratings
    Role-Based Security Model6.73 Ratings6.510 Ratings
    Multiple Access Permission Levels (Create, Read, Delete)4.53 Ratings6.310 Ratings
    Single Sign-On (SSO)7.13 Ratings5.94 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of Vertafore RiskMatch and Yellowfin
    Feature
    Vertafore RiskMatch
    8.3
    2 Ratings
    6% above category average
    Yellowfin
    6.7
    8 Ratings
    16% below category average
    Responsive Design for Web Access9.02 Ratings6.25 Ratings
    Mobile Application6.01 Ratings6.38 Ratings
    Dashboard / Report / Visualization Interactivity on Mobile10.01 Ratings6.28 Ratings
    Application Program Interfaces (APIs) / Embedding
    Comparison of Application Program Interfaces (APIs) / Embedding features of Vertafore RiskMatch and Yellowfin
    Feature
    Vertafore RiskMatch
    8.4
    2 Ratings
    8% above category average
    Yellowfin
    6.1
    5 Ratings
    24% below category average
    REST API10.01 Ratings6.15 Ratings
    Javascript API9.01 Ratings5.45 Ratings
    iFrames7.01 Ratings6.05 Ratings
    Java API9.01 Ratings6.35 Ratings
    Themeable User Interface (UI)8.01 Ratings6.55 Ratings
    Customizable Platform (Open Source)7.42 Ratings6.55 Ratings
    User Ratings
    Vertafore RiskMatchYellowfin
    Likelihood to Recommend
    6.9
    (3 ratings)
    6.2
    (12 ratings)
    Usability
    7.7
    (3 ratings)
    6.3
    (7 ratings)
    Availability
    -
    (0 ratings)
    9.1
    (1 ratings)
    Performance
    -
    (0 ratings)
    8.2
    (1 ratings)
    Support Rating
    7.7
    (3 ratings)
    5.6
    (7 ratings)
    In-Person Training
    -
    (0 ratings)
    9.1
    (1 ratings)
    Online Training
    -
    (0 ratings)
    8.2
    (1 ratings)
    Implementation Rating
    -
    (0 ratings)
    9.1
    (1 ratings)
    Configurability
    -
    (0 ratings)
    8.2
    (1 ratings)
    Data Sharing and Collaboration
    -
    (0 ratings)
    8.1
    (6 ratings)
    Data Sources
    -
    (0 ratings)
    8.1
    (6 ratings)
    Ease of integration
    -
    (0 ratings)
    9.1
    (1 ratings)
    Product Scalability
    -
    (0 ratings)
    8.2
    (1 ratings)
    Vendor post-sale
    -
    (0 ratings)
    9.1
    (1 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    9.1
    (1 ratings)
    User Testimonials
    Vertafore RiskMatchYellowfin
    Likelihood to Recommend
    Vertafore
    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
    Read full review
    Yellowfin
    We can recommend this software without hesitation, as it has the ability to generate reports and data analysis, as well as process the data automatically, which saves time. It is ideal for small and medium-sized companies that wish to improve their services in the business world
    Incentivized
    Read full review
    Pros
    Vertafore
    • 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
    Read full review
    Yellowfin
    • Yellowfin’s Storyboard, Timeline and Collaborative tools make it easy to share data and insights across an organisation.
    • Strong Operational and Executive Dashboards that reflect the business KPIs and can send out prompts to people within the business based on rules.
    • Yellowfin makes it incredibly easy to create dynamic reports and dashboards which incorporate maps through locational intelligence functionality.
    • Yellowfin is a single license and all access is via a web browser making it perfect for both on-premise and cloud deployment. Mobile apps are also available.
    • User roles and source filtering allows Admin/IT to offer different functions/views by user group/role.
    • Mobile BI applications to support any device ..
    • API connectors ( YF 7.2 on the way in Mar16 ) for a range of third-party Web-based applications, data sources, Enterprises CRM/ERP apps & open data platform apps, including Salesforce, Google Analytics, Twitter, Youtube , Zoho CRM, XE.com & more coming to make endusers to integrate their applications for better benefits
    • Yellowfin Integration with Predictive analytical and Big Data processing tools like R, UDF, Spark to build rich applications for end users
    Read full review
    Cons
    Vertafore
    • Risk Profile Categorization
    • Can lead to a lot of spam email
    Incentivized
    Read full review
    Yellowfin
    • The ability to predefine a colour for a specific graph as a selection option dynamically.
    • The ability to customise the label of a chart, especially with respect to performance related reporting graphs we need an increase in dynamic charting options to meet our more specialised requirements.
    Read full review
    Usability
    Vertafore
    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
    Read full review
    Yellowfin
    As mentioned previously, if a newer company is looking for a strong, polished BI tool, Yellowfin would be a great software vendor to consider. Unfortunately, the high cost might be a barrier to these newer companies who dont have any legacy software/agreements such as an EA agreement with Microsoft.
    Incentivized
    Read full review
    Reliability and Availability
    Vertafore
    No answers on this topic
    Yellowfin
    99.9% availability
    Read full review
    Support Rating
    Vertafore
    Vertafore Support is always ready and willing to provide support when we ask for it.
    Incentivized
    Read full review
    Yellowfin
    They have good support in what they provide. But what they provide is not what is promised. I would stay with them if I can. Be very careful before signing up with them. They are not what they seem in the sales pitches. Be very careful and make sure you test and test before you sign up.
    Read full review
    In-Person Training
    Vertafore
    No answers on this topic
    Yellowfin
    Yellowfin provides 3 levels of training to support consumers, business analytics, developers and Administrations :
    1. Yellowfin BI Training - Level 1 (Exploration)
    2. Yellowfin BI Training - Level 2 (Advanced)
    3. Yellowfin BI Training - Level 3(Expert)
    Read full review
    Online Training
    Vertafore
    No answers on this topic
    Yellowfin
    Web-based training for large audiences for Level 1 and Level 2 I would suggest
    Read full review
    Implementation Rating
    Vertafore
    No answers on this topic
    Yellowfin
    Design the data model and views for each dashboard is very important and it is the success factor Configuration of cluster for large implementation
    Read full review
    Alternatives Considered
    Vertafore
    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
    Read full review
    Yellowfin
    Yellow Fin platform is browser agnostic and is accessible from desktops as well as mobile devices. It is very simple and fast, it is integrated with Big Data, clients do not require a great training. It just works. But it’s easier to have things on the cloud, especially if you need to use different computers. Yellow Fin lacks the cloud feature.
    Incentivized
    Read full review
    Scalability
    Vertafore
    No answers on this topic
    Yellowfin
    - Tested 500 con-current users in Linux platform with 4 cores systems - Tested with cloud based VM - Tested with 1000 reads per minutes
    Read full review
    Return on Investment
    Vertafore
    • Good decision-making tool
    • Accuracy
    Incentivized
    Read full review
    Yellowfin
    • made our org more data centric
    • Decisions are made based on data vs opinion
    • has created a single source of truth for the bulk of the organization
    Incentivized
    Read full review
    ScreenShots

    Yellowfin Screenshots

    Screenshot of Location IntelligenceScreenshot of Yellowfin DashboardScreenshot of Yellowfin SignalsScreenshot of Yellowfin MobileScreenshot of Yellowfin Sales KPIs