AgentOne

AgentOne

iPipeline
RiskMatch

RiskMatch

Vertafore
+
+

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About

Increases delivery speed and reinforces adoption of STP tools. Provides superior insight into agent activity, sales progress and more. Leverages data to identify new customer needs. From field underwriting, quotes, e-Applications, pending & status, to e-Delivery and more. For workflow optimization along with lead management for cross-selling and upselling opportunities. Communicate case status and generate comprehensive reports from one centralized tool.

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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Agencies looking for a powerful Insurance Agency solution that helps track insurance transactions

Audience

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

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

iPipeline
Founded: 1995
United States
www.ipipeline.com/products/agentone/

Company Information

Vertafore
Founded: 1985
United States
www.vertafore.com/products/riskmatch-agents-brokers

Alternatives

Alternatives

Insurance Analytics Suite

Insurance Analytics Suite

Pentation Analytics
i-underwrite

i-underwrite

Intelligent Life Technologies Limited
Insureio

Insureio

Insureio Technologies

Categories

Categories

Insurance Agency Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Integrations

Salesforce

Integrations

Salesforce
Claim AgentOne and update features and information
Claim AgentOne and update features and information
Claim RiskMatch and update features and information
Claim RiskMatch and update features and information