RiskMatch

RiskMatch

Vertafore
+
+

Related Products

  • Overmonitor
    8 Ratings
    Visit Website
  • Code-Cube.io
    7 Ratings
    Visit Website
  • Edgefinity IoT
    6 Ratings
    Visit Website
  • GiveLife365
    11 Ratings
    Visit Website
  • Centrex Software
    18 Ratings
    Visit Website
  • ContractSafe
    321 Ratings
    Visit Website
  • The Asset Guardian EAM (TAG)
    22 Ratings
    Visit Website
  • InEight
    136 Ratings
    Visit Website
  • Mortgage Automator
    198 Ratings
    Visit Website
  • Macaw AMS
    8 Ratings
    Visit Website

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.

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.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Businesses, brands and companies interested in a customer relationship management solution to improve their services

Audience

Agents and brokers looking for an insurance analytics solution to improve their services

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$49 per month
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

AgencySmart
United States
agencysmart.com/software/

Company Information

Vertafore
Founded: 1985
United States
www.vertafore.com/products/insurance-analytics-tool/riskmatch

Alternatives

Alternatives

Insurance Analytics Suite

Insurance Analytics Suite

Pentation Analytics
iNube

iNube

iNube Software Solutions
BrokerEngage

BrokerEngage

Benefitalign
NexJ CRM

NexJ CRM

NexJ Systems Inc.

Categories

Categories

Integrations

Evergreen Supported

Integrations

Evergreen Not Supported
Claim AgencySmart and update features and information
Claim AgencySmart and update features and information
Claim RiskMatch and update features and information
Claim RiskMatch and update features and information