Vertafore RiskMatch delivers what it says it will (although a little pricey)
Use Cases and Deployment Scope
I use Vertafore RiskMatch to quickly get reports on premium, revenue, top customers by industry. It is integrated to our agency management system and will offer a current "snapshot" of our book of business.
Pros
- sorts book of business
- integrates with agency management system
- allows us to view revenue, etc without need to run reports in agency management system
Cons
- the "mapping" of insurance carriers is confusing as some are named differently
- the "roles" for users could be more clearly defined or better matched to our setup
- the ability to compare information to same time last year would be nice
Likelihood to Recommend
It is well suited when a quick overview of your business is needed. Less appropriate if you are looking for detailed reports on your book of business.