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Average Ratings 7 Ratings

Total
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support

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

Tableau, an industry-leading analytics platform, empowers businesses to make smarter, data-driven decisions with AI-powered insights and advanced data visualization. By leveraging Tableau Next, which integrates seamlessly with Salesforce and Agentforce, users can access intelligent analytics and unlock the full potential of their data. Tableau provides flexible deployment options—whether cloud-based, on-premises, or directly integrated with Salesforce CRM—ensuring organizations can access a comprehensive data management solution. With built-in AI and machine learning capabilities, Tableau helps users uncover patterns, predict outcomes, and improve decision-making at every level of the organization. Its intuitive interface allows analysts, business leaders, and IT teams to explore data, visualize trends, and collaborate efficiently, while fostering a Data Culture that accelerates innovation and enhances operational efficiency.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Backflipt No 
Captain Compliance No 
ClickUp No 
Dataiku No 
Elate No 
GetDot.ai No 
LIAS Enterprise No 
MuleSoft Composer No 
OpenMetadata No 
Ovinto No 
Partnerize No 
Potloc No 
QBench No 
ScriptString No 
Simba No 
Smaply No 
TURBOARD No 
TapClicks No 
Thrive Downtime Tracking Software No 
contboxx Vault No 

Integrations

Backflipt Yes 
Captain Compliance Yes 
ClickUp Yes 
Dataiku Yes 
Elate Yes 
GetDot.ai Yes 
LIAS Enterprise Yes 
MuleSoft Composer Yes 
OpenMetadata Yes 
Ovinto Yes 
Partnerize Yes 
Potloc Yes 
QBench Yes 
ScriptString Yes 
Simba Yes 
Smaply Yes 
TURBOARD Yes 
TapClicks Yes 
Thrive Downtime Tracking Software Yes 
contboxx Vault Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$75/user/month
Free Trial Yes 
Free Version Yes 

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 Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
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

Salesforce

Founded

1999

Country

United States

Website

www.tableau.com

Product Features

Product Features

Business Intelligence

Ad Hoc Reports Yes 
Benchmarking Yes 
Budgeting & Forecasting Yes 
Dashboard Yes 
Data Analysis Yes 
Key Performance Indicators Yes 
Natural Language Generation (NLG) No 
Performance Metrics Yes 
Predictive Analytics Yes 
Profitability Analysis Yes 
Strategic Planning Yes 
Trend / Problem Indicators Yes 
Visual Analytics Yes 

Dashboard

Annotations No 
Data Source Integrations No 
Functions / Calculations No 
Interactive No 
KPIs No 
OLAP No 
Private Dashboards No 
Public Dashboards No 
Scorecards No 
Themes No 
Visual Analytics No 
Widgets No 

Data Analysis

Data Discovery No 
Data Visualization No 
High Volume Processing No 
Predictive Analytics No 
Regression Analysis No 
Sentiment Analysis No 
Statistical Modeling No 
Text Analytics No 

Data Discovery

Contextual Search No 
Data Classification No 
Data Matching No 
False Positives Reduction No 
Self Service Data Preparation No 
Sensitive Data Identification No 
Visual Analytics No 

Data Visualization

Analytics No 
Content Management No 
Dashboard Creation No 
Filtered Views No 
OLAP No 
Relational Display No 
Simulation Models No 
Visual Discovery No 

Heatmap

Behavioral Mapping No 
Dashboard No 
Dynamic Maps No 
Element Analytics No 
Embeddable Maps No 
For Sales No 
For Science No 
Radial Mapping No 
Territorial Mapping No 
Website Analytics No 

Predictive Analytics

AI / Machine Learning No 
Benchmarking No 
Data Blending No 
Data Mining No 
Demand Forecasting No 
For Education No 
For Healthcare No 
Modeling & Simulation No 
Sentiment Analysis No 

Qualitative Data Analysis

Annotations No 
Collaboration No 
Data Visualization No 
Media Analytics No 
Mixed Methods Research No 
Multi-Language No 
Qualitative Comparative Analysis No 
Quantitative Content Analysis No 
Sentiment Analysis No 
Statistical Analysis No 
Text Analytics No 
User Research Analysis No 

Statistical Analysis

Analytics No 
Association Discovery No 
Compliance Tracking No 
File Management No 
File Storage No 
Forecasting No 
Multivariate Analysis No 
Regression Analysis No 
Statistical Process Control No 
Statistical Simulation No 
Survival Analysis No 
Time Series No 
Visualization No 

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