Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
With more than $130 billion in active premiums, RiskMatch stands as the leading data and analytics platform designed to equip agencies and brokerages with the insights necessary for business expansion. It offers enhanced recommendations, pinpoints specific revenue streams, and guides executive choices, ultimately fostering growth and strengthening ties with both clients and insurers. Despite having access to a vast array of data, lacking the appropriate tools can feel like navigating without light. Discover how RiskMatch can illuminate your data landscape today. Agencies and brokers leveraging RiskMatch are equipped to respond to critical inquiries, achieving an average of 7% higher renewal rates and successfully cross-selling 1.4 additional products for each customer. The Analytics in Your Inbox feature provides producers and account managers with essential renewal details, commission breakdowns, and cross-sell potentials. You can visualize your entire operation in real-time, organized by office, producer, product, industry, insurer, and premium category, giving you a comprehensive overview that enhances decision-making processes. By utilizing these insights, organizations can not only improve their performance but also create more meaningful connections with their clients.
Description
Built by people with 20+ years in insurance, RiskVille gives MGAs, brokers, carriers, captives and claims handlers one cloud platform, from first quote to renewal and claim.
Automate renewals, invoicing, reminders and reporting. Turn your own Excel rating into an automated quoting engine, generate branded policy documents with merged underwriting data, and send BDX and carrier reports on a schedule. Request and compare quotes from multiple carriers, log billable hours, and manage claims from first notice to close with AI-assisted reserving. Every email and document is linked to the right client, policy or case.
Partners and policyholders get secure portal logins with permissions down to document level. Data is hosted on Microsoft Azure, GDPR compliant and audited by Grant Thornton. Ledger sync with e-conomic, Business Central and QuickBooks.
No developers needed to add product lines, workflows or templates, and pricing is based on users with no hidden fees.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Aspose.PDF
No
Chatra
No
Dinero
No
Microsoft Dynamics 365 Business Central
No
Microsoft Outlook
No
QuickBooks Accountants
No
SendGrid
No
Integrations
Aspose.PDF
Yes
Chatra
Yes
Dinero
Yes
Microsoft Dynamics 365 Business Central
Yes
Microsoft Outlook
Yes
QuickBooks Accountants
Yes
SendGrid
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
€900 per month
Transparent license based on number of users. Implementation, training, hosting and support included. No hidden costs and no extra charge for customization.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Vertafore
Founded
1985
Country
United States
Website
www.vertafore.com/products/insurance-analytics-tool/riskmatch
Vendor Details
Company Name
RiskVille
Country
Denmark
Website
www.riskville.com
Product Features
Product Features
Insurance Agency Management
Claims Management
Yes
Commission Management
Yes
Contact Management
Yes
Document Management
Yes
Insurance Rating
Yes
Life & Health
No
Policy Management
Yes
Property & Casualty
Yes
Quote Management
Yes
Insurance Claims Management
CRM
Yes
Claims tracking
Yes
Customer portal
Yes
Document management
Yes
EDI data exchange integrations
Yes
Electronic claims
Yes
Fraud management
No
Reporting
Yes
Insurance Underwriting and Rating
Broker / Agent Portal
Yes
Carrier Upload
No
Commercial Lines
No
Comparative Insurance Rating
Yes
Customer Portal
Yes
For Casualty Insurance
No
For Health / Medical Insurance
No
For Life Insurance
No
For Personal Insurance
No
Multi-State
No
Multiple Line Rating
Yes