RiskMatch

RiskMatch

Vertafore
Tableau

Tableau

Salesforce
+
+

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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.

About

Tableau, now enhanced with AI-powered capabilities and integrated with Salesforce, is an advanced analytics platform that helps businesses turn data into actionable insights. With Tableau Next, users can unlock the full potential of their data by accessing trusted AI-driven analytics. Whether deployed in the cloud, on-premises, or natively within Salesforce CRM, Tableau enables seamless data integration, powerful visualizations, and collaboration. The platform is designed to support organizations of all sizes in making data-driven decisions, while fostering a Data Culture through easy-to-use, intuitive tools for analysts, business leaders, IT leaders, and developers alike.

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

Audience

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

Audience

Tableau is ideal for businesses looking to unlock the full potential of their data through AI-powered analytics, empowering analysts, business leaders, and IT teams to make data-driven decisions and foster a Data Culture

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

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

Pricing

$75/user/month
Free Version Supported
Free Trial 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:

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Reviews/Ratings

Overall 4.4 / 5
ease 4.8 / 5
features 4.7 / 5
design 4.7 / 5
support 4.5 / 5

Pros & Cons from Real Users

Pros

  • Seamless and power-packed with tools. It is very generic and can be integrated with a lot of software. It gets frequent upgrades. The price is very decent.
  • #1- Data collected from various sources gives us the best insights to analyze. #2- Salesforce connection is great. #3- Summarised Analytics gives very easy to understand and helps to take the best decision for business.
  • Tableau offers a wide suite of visualization types and is quite powerful, sometimes even bypassing the need to do basic types of calculations (like ratios, you do that within Tableau so you don't have to calculate special columns in your spreadsheet).
  • Clear interface for better visualization Simple to use - Drag & Drop Easily integrates with multiple data points Multiple graphical structures Great performance even with large amount of data Good documentation
  • - The whole concept of drag and drop interface is quite novel and makes the software really easy to pick up and deploy. - Lot's of really interesting built-in and tested features that make the reports interactive. A lot of niche excel skills were needed to do this before.

Cons

  • It has limited tools for analyzing unsupervised data. Does not provide support for neural algorithms.
  • #1- We enjoyed using this platform. No cons we ever faced.
  • If your data is complex or irregular you do need to normalize the data and make sure each column's references don't break (i.e. referring to a cell in another book sometimes might cause problems). And the interface for Tableau isn't all that intuitive either, so expect to do some reading of tutorials. Oh and Tableau can be expensive if you're using it commercially.
  • Expensive for individual license Advanced features require good amount of learning
  • - It might not be so obvious initially but the software gets really expensive once you start deploying it in large teams. This makes it beyond reach for small businesses.

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

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

Company Information

Salesforce
Founded: 1999
United States
www.tableau.com

Alternatives

Insurance Analytics Suite

Insurance Analytics Suite

Pentation Analytics

Alternatives

Grafana Cloud

Grafana Cloud

Grafana Labs
Denodo

Denodo

Denodo Technologies
NexJ CRM

NexJ CRM

NexJ Systems Inc.
JMP Statistical Software

JMP Statistical Software

JMP Statistical Discovery

Categories

Categories

Dashboard Supported
Data Analysis Supported
Data Collection Supported
Data Discovery Supported
Data Visualization Supported
Heatmap Supported
RFM Analysis Supported

Business Intelligence Features

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

Integrations

Alchemer Not Supported
Cello Not Supported
Contentsquare Not Supported
Crestron Fusion Not Supported
EasyMorph Not Supported
EnCase Forensic Not Supported
Freshpaint Not Supported
Hevo Not Supported
IBM Targetprocess Not Supported
O-mega Not Supported
PRO (a) ACT Not Supported
RTILA Not Supported
RestApp Not Supported
Simba Not Supported
SimpliFleet Not Supported
TROCCO Not Supported
TURBOARD Not Supported
Userful Not Supported
aACE Not Supported
dataFactory Not Supported

Integrations

Alchemer Supported
Cello Supported
Contentsquare Supported
Crestron Fusion Supported
EasyMorph Supported
EnCase Forensic Supported
Freshpaint Supported
Hevo Supported
IBM Targetprocess Supported
O-mega Supported
PRO (a) ACT Supported
RTILA Supported
RestApp Supported
Simba Supported
SimpliFleet Supported
TROCCO Supported
TURBOARD Supported
Userful Supported
aACE Supported
dataFactory Supported
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