RiskMatchVertafore
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Related Products
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About
AgencySmart is cloud-based, which means you have access to your client information from wherever you are, with any web-connected device. Answer client questions, make calls based on when they are up for renewal, track what they are doing. Tracks and alerts you about client and prospect policy renewals. Tracks service issues and alerts you when issues need immediate attention. Tracks enrollment, termination and change processes. Tracks dependents turning 26 or aging out. Tracks employees and dependents turning 65 (Medicare eligible). Tracks and alerts you about to-dos and calendar events. Complete audit tracking so you know who is working on what. Helps you cross-sell and stay compliant. Send clients and prospects renewal and other reminders. Send important information about plan changes. Send notes/cards for birthdays, holidays and other important events. Shows all the cross-sale opportunities that exist.
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About
With over $130B of in-force premium, RiskMatch is the most comprehensive data and analytics platform that provides agencies and brokerages with actionable insights to grow their business. It supplies better recommendations, identifies specific revenue opportunities, and informs executive decisions resulting in increased growth and better relationships with customers and carriers. You're sitting on a treasure trove of data, but without the right tools you might as well be mining in the dark. Find out how RiskMatch can unlock your data, today. Agencies and brokers using RiskMatch have answers to these questions, they average 7% higher renewals and cross-sell 1.4 more products per customer. Analytics in Your Inbox gives producers and account managers valuable insights into renewal information, commission insights, and cross-sell opportunities. See your entire business in one place, in real-time, by office, producer, product, industry, insurer and premium band.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Businesses, brands and companies interested in a customer relationship management solution to improve their services
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Audience
Agents and brokers looking for an insurance analytics solution to improve their services
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$49 per month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationAgencySmart
United States
agencysmart.com/software/
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Company InformationVertafore
Founded: 1985
United States
www.vertafore.com/products/riskmatch-agents-brokers
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Integrations
Evergreen
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