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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

Transform and enhance your customer interactions with NetSuite CRM+, a comprehensive front-office solution tailored for contemporary enterprises. This platform delivers users an all-encompassing, real-time perspective of their clientele, ensuring they have access to vital information at every stage of the customer journey. With its extensive features, NetSuite CRM+ facilitates a smooth exchange of data throughout the entire customer lifecycle, encompassing everything from leads and sales orders to fulfillment, renewals, upselling, cross-selling, and customer support. Additionally, it seamlessly connects with top-tier accounting, e-commerce, warehousing, and shipping solutions, further streamlining business operations and enhancing efficiency. Embrace the power of NetSuite CRM+ to foster deeper connections with your customers and drive growth for your business.

Description

With more than $130 billion in active premiums, RiskMatch stands as the leading data and analytics platform designed to equip agencies and brokerages with the insights necessary for business expansion. It offers enhanced recommendations, pinpoints specific revenue streams, and guides executive choices, ultimately fostering growth and strengthening ties with both clients and insurers. Despite having access to a vast array of data, lacking the appropriate tools can feel like navigating without light. Discover how RiskMatch can illuminate your data landscape today. Agencies and brokers leveraging RiskMatch are equipped to respond to critical inquiries, achieving an average of 7% higher renewal rates and successfully cross-selling 1.4 additional products for each customer. The Analytics in Your Inbox feature provides producers and account managers with essential renewal details, commission breakdowns, and cross-sell potentials. You can visualize your entire operation in real-time, organized by office, producer, product, industry, insurer, and premium category, giving you a comprehensive overview that enhances decision-making processes. By utilizing these insights, organizations can not only improve their performance but also create more meaningful connections with their clients.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Act-On Yes 
Apty Yes 
Atlar Yes 
AuctionSoftware.com Yes 
BambooHR Yes 
Base.com Yes 
FAT FINGER Yes 
Fusion Connect Yes 
GA Connector Yes 
Intermedia Unite Yes 
LoginRadius Yes 
Microsoft Outlook Yes 
Orange Logic OrangeDAM Yes 
Panoply Yes 
Prendio For Biotech Yes 
SphereWMS Yes 
Sugar Market Yes 
Toolio Yes 
UROUTE Yes 
WareGo Yes 

Integrations

Act-On No 
Apty No 
Atlar No 
AuctionSoftware.com No 
BambooHR No 
Base.com No 
FAT FINGER No 
Fusion Connect No 
GA Connector No 
Intermedia Unite No 
LoginRadius No 
Microsoft Outlook No 
Orange Logic OrangeDAM No 
Panoply No 
Prendio For Biotech No 
SphereWMS No 
Sugar Market No 
Toolio No 
UROUTE No 
WareGo No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

NetSuite

Founded

1998

Country

United States

Website

www.netsuite.com

Vendor Details

Company Name

Vertafore

Founded

1985

Country

United States

Website

www.vertafore.com/products/insurance-analytics-tool/riskmatch

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management Yes 

Product Features

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