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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

    Zoho Analytics

    Score8.2 out of 10
    Small Businesses (1-50 employees)
    Zoho Analytics (formerly Zoho Reports) is a self-service BI and analytics platform that allows users to analyze their business data and create reports and dashboards. It is designed to help users create and share reports quickly, without IT assistance.

    $30

    per month 2 users

    Pricing
    Vertafore RiskMatchZoho Analytics
    Editions & Modules
    No answers on this topic
    Basic
    $30
    0.5M rows, 2 users
    Professional
    $30
    per user per month billed annually
    Standard
    $60
    1M rows, 5 users
    Premium
    $145
    5M rows, 15 users
    Enterprise
    $575
    50M rows, 50 users
    Offerings
    Pricing Offerings
    Vertafore RiskMatchZoho Analytics
    Free Trial
    NoYes
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional DetailsThere is a 20% discount for all plans if subscribed yearly. Customers can buy add-on rows and users, in addition to the plans listed above.
    More Pricing Information
    Community Pulse
    Vertafore RiskMatchZoho Analytics
    Considered Both Products
    Vertafore
    No answer on this topic
    Zoho
    No answer on this topic
    Key User Insights
    Would buy again
    No answers on this topic
    95%
    Would buy again
    77 Answers
    Delivers good value for the price
    No answers on this topic
    96%
    Delivers good value for the price
    70 Answers
    Happy with the feature set
    No answers on this topic
    96%
    Happy with the feature set
    78 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    96%
    Lived up to sales and marketing promises
    69 Answers
    Implementation went as expected
    No answers on this topic
    95%
    Implementation went as expected
    71 Answers
    Features
    Vertafore RiskMatchZoho Analytics
    BI Standard Reporting
    Comparison of BI Standard Reporting features of Vertafore RiskMatch and Zoho Analytics
    Feature
    Vertafore RiskMatch
    7.0
    3 Ratings
    15% below category average
    Zoho Analytics
    8.7
    131 Ratings
    6% above category average
    Pixel Perfect reports7.42 Ratings8.9102 Ratings
    Customizable dashboards7.23 Ratings8.5131 Ratings
    Report Formatting Templates6.42 Ratings00 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of Vertafore RiskMatch and Zoho Analytics
    Feature
    Vertafore RiskMatch
    8.1
    2 Ratings
    1% above category average
    Zoho Analytics
    8.1
    133 Ratings
    1% above category average
    Drill-down analysis8.92 Ratings8.0127 Ratings
    Formatting capabilities8.02 Ratings7.6132 Ratings
    Integration with R or other statistical packages8.12 Ratings00 Ratings
    Report sharing and collaboration7.42 Ratings8.6133 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of Vertafore RiskMatch and Zoho Analytics
    Feature
    Vertafore RiskMatch
    8.4
    2 Ratings
    1% above category average
    Zoho Analytics
    8.4
    125 Ratings
    1% above category average
    Publish to Web10.01 Ratings8.1104 Ratings
    Publish to PDF7.82 Ratings8.7123 Ratings
    Report Versioning8.02 Ratings00 Ratings
    Report Delivery Scheduling7.82 Ratings8.4108 Ratings
    Delivery to Remote Servers8.32 Ratings00 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of Vertafore RiskMatch and Zoho Analytics
    Feature
    Vertafore RiskMatch
    7.3
    3 Ratings
    9% below category average
    Zoho Analytics
    8.0
    80 Ratings
    0% above category average
    Pre-built visualization formats (heatmaps, scatter plots etc.)7.02 Ratings8.276 Ratings
    Location Analytics / Geographic Visualization8.32 Ratings8.568 Ratings
    Predictive Analytics6.73 Ratings7.462 Ratings
    Access Control and Security
    Comparison of Access Control and Security features of Vertafore RiskMatch and Zoho Analytics
    Feature
    Vertafore RiskMatch
    6.4
    3 Ratings
    28% below category average
    Zoho Analytics
    8.5
    125 Ratings
    0% above category average
    Multi-User Support (named login)7.13 Ratings8.7123 Ratings
    Role-Based Security Model6.73 Ratings8.968 Ratings
    Multiple Access Permission Levels (Create, Read, Delete)4.53 Ratings8.5118 Ratings
    Single Sign-On (SSO)7.13 Ratings8.670 Ratings
    Report-Level Access Control00 Ratings8.026 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of Vertafore RiskMatch and Zoho Analytics
    Feature
    Vertafore RiskMatch
    8.3
    2 Ratings
    6% above category average
    Zoho Analytics
    6.4
    93 Ratings
    20% below category average
    Responsive Design for Web Access9.02 Ratings7.367 Ratings
    Mobile Application6.01 Ratings4.169 Ratings
    Dashboard / Report / Visualization Interactivity on Mobile10.01 Ratings5.882 Ratings
    Application Program Interfaces (APIs) / Embedding
    Comparison of Application Program Interfaces (APIs) / Embedding features of Vertafore RiskMatch and Zoho Analytics
    Feature
    Vertafore RiskMatch
    8.4
    2 Ratings
    8% above category average
    Zoho Analytics
    8.3
    61 Ratings
    6% above category average
    REST API10.01 Ratings8.157 Ratings
    Javascript API9.01 Ratings00 Ratings
    iFrames7.01 Ratings8.549 Ratings
    Java API9.01 Ratings00 Ratings
    Themeable User Interface (UI)8.01 Ratings00 Ratings
    Customizable Platform (Open Source)7.42 Ratings00 Ratings
    User Ratings
    Vertafore RiskMatchZoho Analytics
    Likelihood to Recommend
    6.9
    (3 ratings)
    7.2
    (135 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    8.9
    (9 ratings)
    Usability
    7.7
    (3 ratings)
    7.8
    (79 ratings)
    Availability
    -
    (0 ratings)
    9.1
    (1 ratings)
    Performance
    -
    (0 ratings)
    9.1
    (2 ratings)
    Support Rating
    7.7
    (3 ratings)
    5.4
    (18 ratings)
    Implementation Rating
    -
    (0 ratings)
    5.5
    (3 ratings)
    Data Sharing and Collaboration
    -
    (0 ratings)
    7.7
    (51 ratings)
    Data Sources
    -
    (0 ratings)
    8.8
    (51 ratings)
    Ease of integration
    -
    (0 ratings)
    7.3
    (1 ratings)
    Product Scalability
    -
    (0 ratings)
    7.2
    (67 ratings)
    Vendor post-sale
    -
    (0 ratings)
    7.3
    (1 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    8.2
    (1 ratings)
    User Testimonials
    Vertafore RiskMatchZoho Analytics
    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
    Zoho
    Zoho Analytics is the best way to consume data created by Zoho products . It's robust and quick build formula libraries and auto generated reports. A data source can be integrated and be ready for consumption within minutes. This gives a well developed baseline for organizing to develop advance analytics. It's mobile dashboards are very intuitive and useful for leaders who are on the move.
    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
    Zoho
    • Zoho Analytics’ predictive analytics capabilities can help forecast future trends, allowing for proactive planning and risk management.
    • Performance Monitoring: We can track key performance indicators (KPIs) across departments, such as sales, marketing, finance, and HR. This aids in identifying bottlenecks and areas for improvement.
    • Decision making regarding resource allocation.
    Incentivized
    Read full review
    Cons
    Vertafore
    • Risk Profile Categorization
    • Can lead to a lot of spam email
    Incentivized
    Read full review
    Zoho
    • I'm guessing it's out there somewhere but I really could have used a 'quick start guide' or guided start.
    • Once I figured it out, it makes sense how to make sure the right data is provided in order to make dashboards quite flexible--- but without examples, I found it quite a challenge
    • The initial organization of Analytics is NOT intuitive. Once in context, the organizational features make sense, but (at least initially) it would have been most useful if the organization of Analytics reports in Zoho Analytics had saved me a lot of time.
    Incentivized
    Read full review
    Likelihood to Renew
    Vertafore
    No answers on this topic
    Zoho
    I'd give this an 11 if I could! As our business moves forward we hope to use Zoho Analytics more then we do now. Creating better reports and dashboards for our management team to evaluate the health of our business and to provide more insightful reports for our customers. The possibilities are endless with this tool
    Incentivized
    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
    Zoho
    For an end user, Zoho Analytics is pretty easy to use and very easy to access the dashboard. Linking data from multiple sources is very convenient. Multiple people can work on preparing and publishing the dashboards simultaneously, which helps delegate tasks.
    Incentivized
    Read full review
    Reliability and Availability
    Vertafore
    No answers on this topic
    Zoho
    ZOHO is a very reliable company/product. We never had any issues with downtime or inaccessibility to our data. Any type of maintenance that they had to perform was clearly communicated and never an issue. We use a lot of external hooks and we've never had any issues with getting ZOHO to communicate with any of those hooks.
    Incentivized
    Read full review
    Performance
    Vertafore
    No answers on this topic
    Zoho
    ZOHO has obviously invested a lot of time effort and money in to creating a reliable infrastructure with high availability. We've never had any issues with performance and all of our data crunching small to large has always been well within reason. We have come to appreciate the performance of ZOHO and will continue to use it for all of our data needs.
    Incentivized
    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
    Zoho
    The support team is honestly not that great. At times, it seems as if members of our own team know more about the product than the support team. They must not have a lot of training or the turnaround is quick
    Incentivized
    Read full review
    Implementation Rating
    Vertafore
    No answers on this topic
    Zoho
    If your external data sources are previously organized and correlated (e.g.: in your datawarehouse or database) your implementation will be easier. Of cource some not previously predicted correlation would be necessary to be done during the implementation, but if your organization let it to be all done into Zoho Analytics, it will take more time from your team.
    Incentivized
    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
    Zoho
    Zoho Analytics has the best UI and user friendly to create reports and dashboard along with features like Zia Assistance that guide in creating reports and dashboard and also help in the forecasting of the data based on the past records.
    Read full review
    Scalability
    Vertafore
    No answers on this topic
    Zoho
    As far as I know, Zoho Analytics has been able to fulfill every need we've had for it. Our reports have gotten better and more detailed with pretty much every new issue of our magazine. It just keeps getting better, and we keep feeding it more data to digest and present to us.
    Incentivized
    Read full review
    Return on Investment
    Vertafore
    • Good decision-making tool
    • Accuracy
    Incentivized
    Read full review
    Zoho
    • Analytics has been the foundation of my role. I manage 2000 accounts myself, so I need analytics to help me know whom to serve first.
    • Analytics provides a lot of visualization options that I need to serve my customers.
    • Analytics has excellent options for accountability with our training team to know where each account is in their customer journey.
    Incentivized
    Read full review
    ScreenShots

    Zoho Analytics Screenshots

    Screenshot of Zia Insights, which provides contextual intelligence with detailed diagnostics.Screenshot of where OpenAI's large language models (LLMs) are leveraged within Ask Zia to build complex queries, construct metrics and formulas, and discover public datasets.Screenshot of key metrics with KPI charts.Screenshot of streaming data, which is available for real-time insights. Users can process streams from Google Pub/Sub, Kafka, PubNub and APIs.Screenshot of reports accessed from iPad and Android tablets.Screenshot of custom machine learning models, available with a no-code assistant.