Vertafore RiskMatch vs. Yellowfin

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.

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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

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

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• 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

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

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• 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.

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

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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 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.

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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

99.9% availability

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

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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

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.

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)

Web-based training for large audiences for Level 1 and Level 2 I would suggest

Design the data model and views for each dashboard is very important and it is the success factor Configuration of cluster for large implementation

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.

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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

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

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

- Tested 500 con-current users in Linux platform with 4 cores systems - Tested with cloud based VM - Tested with 1000 reads per minutes

• 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

• 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

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