Quaeris

Quaeris

Quaeris, Inc.
RiskMatch

RiskMatch

Vertafore
+
+

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About

Align analytics to your everyday business workflows. Your business relies on people, data and documents, but the process of using them is broken. QuaerisAI enables seamless downstream workflows across your People, Documents and Data Assets. Use natural language search on data, documents and collaborate in private or within Communities - all in one platform! QuaerisAI offers time savings of at-least 30 minutes to an hour/day/resource - imagine the productivity enhancements you give your users without the expense of buying and consolidating a bunch of AI tools. Quaeris can be rolled out to team of 10s or 1000s of users seamlessly within a matter of days - without much need of IT, and that is why IT & data teams love us!

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 Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook 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

CROs, COOs, CIOs. Finance, Sales and Ops

Audience

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

Support

Phone Support Not Supported
24/7 Live Support 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

$100 per month
Start with User Group based pricing or Consumption Based pricing.
Free Version Supported
Free Trial Supported

Pricing

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

Reviews/Ratings

Overall 5.0 / 5
ease 4.3 / 5
features 4.3 / 5
design 5.0 / 5
support 5.0 / 5

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

Pros & Cons from Real Users

Pros

  • QuaerisAI stands out as a converged enterprise search engine that finally bridges the gap between structured data and unstructured documents. No more toggling between platforms. No more copy-pasting SQL. I particularly appreciate the chat interface that lets you ask questions in plain English—ideal for non-technical users and a godsend for ops leaders trying to drive real-time insights. Features like BYOM (Bring Your Own Model) give flexibility that's rare. The Data Extract Agent is also a game-changer—transforming 1000s of docs into clean, structured spreadsheets instantly.
  • Quaeris is a sleek and lightweight platform and hence it is easier to implement. The visualizations and the dashboard features are excellent. Unlike other similar enterprise tools in the market, it doesn't require a lot of heavy lifting which makes it a great choice for faster implementation and enterprise-wide adoption.
  • Quaeris positions itself as a next-generation GenAI-powered analytics platform that transforms how businesses interact with data. Its core value proposition revolves around enabling self-service analytics through conversational queries, AI-driven insights, and embedded data storytelling. 1. Conversational Interface is Intuitive Quaeris allows business users (non-technical) to interact with complex datasets using simple natural language queries — similar to a ChatGPT-like interface for data analytics. 2. Speed to Insights Its ability to pull structured (databases) and unstructured (documents, reports) data into a unified query layer is a major time-saver for business intelligence (BI) workflows. 3. Embedded Analytics for SaaS Products Strong capability to integrate analytics and data visualizations natively into other SaaS applications — good for product teams. 4. Proactive Insights via AI Agents Rather than only responding to queries, Quaeris agents surface trends, anomalies, and business recommendations automatically. 5. Secure & Enterprise-Ready Focus on data governance, compliance, and secure deployment options (important for regulated industries like finance or healthcare). Key Features: Conversational Analytics (natural language queries to data) Embedded Analytics for SaaS platforms Enterprise Search across structured and unstructured data Data Stories — auto-generated visual narratives Proactive AI Agents that surface insights without being asked Collaboration features for data sharing and storytelling Secure, enterprise-grade decision intelligence

Cons

  • The learning curve to fully leverage all the advanced features—like pinboards and query inspection—might require more onboarding support or user training. The UI could benefit from more customization options for more technical users.
  • Haven't observed any significant limitations so far.
  • 1. Early Stage Product Maturity Quaeris is still evolving. Some users may find limitations in highly customized reporting or complex data modeling compared to mature BI platforms like Tableau or Power BI. 2. Data Preparation Still Required Although it enables natural language queries, the underlying data still needs to be structured, clean, and mapped correctly to get optimal results. 3. Enterprise Deployment Complexity Larger enterprises with diverse and siloed data systems may require significant integration effort for full value realization. 4. Graphic Instructions would Help the Novice As the product evolves, the onboarding of new customers can be improved by providing clear, visual instructions of its use. Step-by-step sequences and examples will be appreciated by the users.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Quaeris, Inc.
Founded: 2020
United States
www.quaeris.ai/

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
Looker

Looker

Google
NexJ CRM

NexJ CRM

NexJ Systems Inc.

Categories

Categories

Business Intelligence Features

Ad Hoc Reports Supported
Benchmarking Not Supported
Budgeting & Forecasting Not Supported
Dashboard Supported
Data Analysis Supported
Key Performance Indicators Supported
Natural Language Generation (NLG) Supported
Performance Metrics Supported
Predictive Analytics Supported
Profitability Analysis Supported
Strategic Planning Not Supported
Trend / Problem Indicators Supported
Visual Analytics Supported

Dashboard Features

Annotations Supported
Data Source Integrations Supported
Functions / Calculations Supported
Interactive Supported
KPIs Supported
OLAP Not Supported
Private Dashboards Supported
Public Dashboards Supported
Scorecards Supported
Themes Not Supported
Visual Analytics Supported
Widgets Not Supported

Data Analysis Features

Data Discovery Supported
Data Visualization Supported
High Volume Processing Supported
Predictive Analytics Supported
Regression Analysis Supported
Sentiment Analysis Not Supported
Statistical Modeling Not Supported
Text Analytics Not Supported

Embedded Analytics Features

Ad hoc Query Supported
Application Development Not Supported
Benchmarking Not Supported
Dashboard Supported
Interactive Reports Supported
Mobile Reporting Supported
Multi-User Collaboration Supported
Self Service Analytics Supported
Streaming Analytics Supported
Visual Workflow Management Not Supported

HR Analytics Features

Compensation Plan Modeling Not Supported
Dashboard Supported
HR Metrics Library Supported
Leave & Absence Reporting Supported
Predictive Modeling Supported
Recruiting Management Not Supported
Succession Planning Not Supported
Talent Management Not Supported
Trend Analysis Supported
Turnover Tracking Supported

Marketing Analytics Features

A/B Testing Not Supported
Campaign Management Supported
Channel Attribution Supported
Customer Journey Mapping Not Supported
Dashboard Supported
Performance Metrics Supported
Predictive Analytics Not Supported
ROI Tracking Supported
Social Media Metrics Supported
Website Analytics Supported

Natural Language Generation Features

Business Intelligence Supported
Chatbot Supported
CRM Data Analysis and Reports Supported
Email Marketing Not Supported
Financial Reporting Supported
Multiple Language Support Supported
SEO Not Supported
Web Content Not Supported

Natural Language Processing Features

Co-Reference Resolution Not Supported
In-Database Text Analytics Supported
Named Entity Recognition Supported
Natural Language Generation (NLG) Supported
Open Source Integrations Supported
Parsing Not Supported
Part-of-Speech Tagging Not Supported
Sentence Segmentation Not Supported
Stemming/Lemmatization Not Supported
Tokenization Not Supported

Predictive Analytics Features

AI / Machine Learning Not Supported
Benchmarking Not Supported
Data Blending Not Supported
Data Mining Supported
Demand Forecasting Supported
For Education Supported
For Healthcare Supported
Modeling & Simulation Not Supported
Sentiment Analysis Not Supported

Product Analytics Features

Attribution Not Supported
Automatic Data Capture Supported
Churn Reporting Supported
Customer Feedback Collection Not Supported
Customer Guidance Supported
Customer Journey Analytics Not Supported
Data Export Supported
Data History Retention Supported
Data Labeling Not Supported
Product Engagement Scoring Not Supported
Real-Time Data Analysis Supported
Touchpoint Analytics Supported
User Segmentation Supported

Sales Analytics Features

Collaboration Tools Supported
Dashboards Supported
Forecasting Analytics Supported
Ideal Customer Profile (ICP) Not Supported
Lead Analytics Supported
Pipeline Management Supported
Predictive Forecasting Supported
Predictive Lead Scoring Not Supported
Sales Intelligence Reporting Supported

Integrations

Aircall Supported
Amazon Video Ads Supported
Azure Boards Supported
Azure Databricks Supported
Azure Synapse Analytics Supported
Buildkite Supported
Campaign Monitor Supported
Chargebee Supported
Dixa Supported
Ellucian Banner Supported
Fivetran Supported
GoCardless Supported
HubSpot CRM Supported
LinkedIn Supported
Mozart Data Supported
Reddit Supported
SAP Business ByDesign Supported
Veeva CRM Supported
dbt Supported
monday AI work platform Supported

Integrations

Aircall Not Supported
Amazon Video Ads Not Supported
Azure Boards Not Supported
Azure Databricks Not Supported
Azure Synapse Analytics Not Supported
Buildkite Not Supported
Campaign Monitor Not Supported
Chargebee Not Supported
Dixa Not Supported
Ellucian Banner Not Supported
Fivetran Not Supported
GoCardless Not Supported
HubSpot CRM Not Supported
LinkedIn Not Supported
Mozart Data Not Supported
Reddit Not Supported
SAP Business ByDesign Not Supported
Veeva CRM Not Supported
dbt Not Supported
monday AI work platform Not Supported
Claim Quaeris and update features and information
Claim Quaeris and update features and information
Claim RiskMatch and update features and information
Claim RiskMatch and update features and information