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features
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support

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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.

Description

Augmented Revenue leverages Sidetrade’s AI assistant, Aimie, to forecast customer behavior and determine the most effective strategies for retaining clients and boosting sales. By implementing targeted offers and campaigns, businesses can enhance customer lifetime value through increased upsell and cross-sell opportunities. Utilizing predictive analytics, Augmented Revenue equips organizations with the insights needed to comprehend customer behavior and take proactive measures to ensure customer retention and sales growth. Aimie analyzes real-time data to identify behavioral patterns and offers recommendations designed to foster customer loyalty while revealing further sales prospects. Her application of Sidetrade’s proprietary algorithms enables the prediction of customer churn in the near future. This valuable information allows businesses to assess potential revenue loss from customers who may be on the verge of leaving and take anticipatory actions to keep them engaged. Additionally, Augmented Revenue identifies the optimal offers or actions that are most likely to succeed in generating upsell or cross-sell opportunities with current customers, ultimately driving greater business success. By harnessing these insights, organizations can create a more strategic approach to customer engagement and revenue growth.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Wipro Cloud Studio No 

Integrations

Wipro Cloud Studio Yes 

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Vertafore

Founded

1985

Country

United States

Website

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

Vendor Details

Company Name

Sidetrade

Country

France

Website

www.sidetrade.com/augmented-cash/augmented-revenue/

Product Features

Product Features

Sales Analytics

Collaboration Tools No 
Dashboards No 
Forecasting Analytics No 
Ideal Customer Profile (ICP) No 
Lead Analytics No 
Pipeline Management No 
Predictive Forecasting No 
Predictive Lead Scoring No 
Sales Intelligence Reporting No 

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