Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 7 Ratings

Total
ease
features
design
support

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

Tableau, an industry-leading analytics platform, empowers businesses to make smarter, data-driven decisions with AI-powered insights and advanced data visualization. By leveraging Tableau Next, which integrates seamlessly with Salesforce and Agentforce, users can access intelligent analytics and unlock the full potential of their data. Tableau provides flexible deployment options—whether cloud-based, on-premises, or directly integrated with Salesforce CRM—ensuring organizations can access a comprehensive data management solution. With built-in AI and machine learning capabilities, Tableau helps users uncover patterns, predict outcomes, and improve decision-making at every level of the organization. Its intuitive interface allows analysts, business leaders, and IT teams to explore data, visualize trends, and collaborate efficiently, while fostering a Data Culture that accelerates innovation and enhances operational efficiency.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Alex Solutions
Angelfish Software
Dendrite
EasyMorph
FairCom EDGE
Hevo
Hubstar Utilization
INFOFISCUS
Incident Insight
Joopy
MainStem
Querona
Recko
Shapelets
Supervity
Truto
UniverseBridge
Validar
White Label Loyalty
entomo

Integrations

Alex Solutions
Angelfish Software
Dendrite
EasyMorph
FairCom EDGE
Hevo
Hubstar Utilization
INFOFISCUS
Incident Insight
Joopy
MainStem
Querona
Recko
Shapelets
Supervity
Truto
UniverseBridge
Validar
White Label Loyalty
entomo

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$75/user/month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Vertafore

Founded

1985

Country

United States

Website

www.vertafore.com/products/riskmatch-agents-brokers

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.tableau.com

Product Features

Product Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Dashboard

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets

Data Analysis

Data Discovery
Data Visualization
High Volume Processing
Predictive Analytics
Regression Analysis
Sentiment Analysis
Statistical Modeling
Text Analytics

Data Discovery

Contextual Search
Data Classification
Data Matching
False Positives Reduction
Self Service Data Preparation
Sensitive Data Identification
Visual Analytics

Data Visualization

Analytics
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery

Heatmap

Behavioral Mapping
Dashboard
Dynamic Maps
Element Analytics
Embeddable Maps
For Sales
For Science
Radial Mapping
Territorial Mapping
Website Analytics

Predictive Analytics

AI / Machine Learning
Benchmarking
Data Blending
Data Mining
Demand Forecasting
For Education
For Healthcare
Modeling & Simulation
Sentiment Analysis

Qualitative Data Analysis

Annotations
Collaboration
Data Visualization
Media Analytics
Mixed Methods Research
Multi-Language
Qualitative Comparative Analysis
Quantitative Content Analysis
Sentiment Analysis
Statistical Analysis
Text Analytics
User Research Analysis

Statistical Analysis

Analytics
Association Discovery
Compliance Tracking
File Management
File Storage
Forecasting
Multivariate Analysis
Regression Analysis
Statistical Process Control
Statistical Simulation
Survival Analysis
Time Series
Visualization

Alternatives

Alternatives

Grafana Cloud Reviews

Grafana Cloud

Grafana Labs
Insurance Analytics Suite Reviews

Insurance Analytics Suite

Pentation Analytics
JMP Statistical Software Reviews

JMP Statistical Software

JMP Statistical Discovery
Denodo Reviews

Denodo

Denodo Technologies