AI-powered intelligence and analytics, built for insurance!

Meet RiskMatch®, your agency’s key to unlock data-driven insights

Agencies using RiskMatch have seen up to a
7% increase in retention.

Artificial Intelligence

Power your growth with AI

Smarter insights. Stronger business.

Drive retention

Predict and manage at-risk customers with AI & machine learning insights.

Identify cross-sell opportunities

Unlock new revenue with AI-driven insights from a vast industry data lake.

Improve quoting accuracy

Reduce manual data cleanup with NAICS code predictions powered by AI.

Bring insights to your workflow

Surface policy insights into your platform experience with AgencyOne Insights.

AgencyOne cross sell feature screenshot
 

Leadership

Make strategic decisions

Turn insights into revenue

Access a 360-degree view of your business

Revenue, premium, retention, and more—in one place for you.

Optimize carrier relations

Own carrier negotiations, including around commission rates. 

Benchmark your agency

Compare against the industry in key areas to identify competitive strengths and opportunities.

Operations

Drive team performance

Clear direction every time

Get a real-time look

Keep your team on pace by tracking key sales and service performance metrics.

See at-risk renewals

Use AI to view at-risk renewals and compare potential turnover to the industry.

Cross-sell smarter

Create cross-sell and up-sell campaigns by targeting clients likely to purchase additional coverage.

 
 

Sales

Pitch winning policies

Information at your fingertips

Receive insights in your inbox

Get cross-sell opportunities likely to close delivered to your inbox every morning. 

Improve your pitch

Win more conversations when clients see what policies their peers are purchasing. 

Place business quickly

With the right carrier thanks to a market advisor.

Meet Relation Insurance

How data can rocket your growth

Learn how Relation used RiskMatch to visualize their data, connect experts across the organization, and explore the market to grow their brokerage.

Built to support your entire team

Meet our new platform, AgencyOne

AgencyOne brings our solutions, partners, and your team together into one integrated platform that connects your entire business.

Why agencies keep choosing RiskMatch

Top features RiskMatch Other analytics tools
Real-time business intelligence dashboard ✓ Available ✓Available
Benchmarking visualization ✓Available ✓Available
Custom filtering ✓Available ✓Available
Growth insights: Cross-sell, renewal, win-back ✓Available ✓Available
Insurance-specific machine learning ✓Available ✓Available
Data accuracy ✓ Up to 99% ✗ Not tracked
Analytics in your inbox ✓ Available ✗ Not available
AI-powered insights via API ✓ Available ✗ Not available
Data lake ✓ $140 billion in premiums & 193 million policies  ✗ $55 billion in premiums & 32 million policies
Open architecture ✓ Available with InsurTech partner integrations ✗ Limited integrations
Setup & implementation ✓ Weeks ✗ Months

Award-winning technology and service

Agencies and brokers love RiskMatch

RiskMatch Awards Banner

 

RiskMatch recognized for excellence in data-driven insights

We’re proud to share that RiskMatch is a 2025 Awards finalist for “Best SaaS Product for BI, Analytics, and Reporting.” This honor reinforces what our customers already know, RiskMatch delivers the insights that move business forward.

SaaS Awards Finalist 2025

Open architecture

AMS360

Power your agency with the industry's leading AMS!

Sagitta

An enterprise-class management system for your agency.

BenefitPoint

The management solution created for the unique needs of your benefits business.

How mature is your data strategy?

Learn if your strategy is reactive, informed, or smart and how to achieve the highest level. 

 

 

More ways to learn how RiskMatch can transform your business.

RiskMatch for agencies data sheet
View resource
Surprising signs a policy won't renew

These signs might surprise you when it comes to why someone might not renew a policy.

View resource
KAP’s growth playbook: Blending InsurTech and innovation

Keystone Agency Partners turned to RiskMatch to boost collaboration and provide its agencies with insights to drive growth.

View resource
Vertafore's new data delivery strategy

Podcast: Tune in to see how Vertafore is solving for agency data challenges.

View resource