RiskMatch for Agencies & Brokers

Don’t guess. Know.

Unlock the power of your AMS data to make better decisions

  • Improve client retention
  • Provide better risk advice  
  • Sell more products per client  
  • Win more business 
  • Optimize commissions 
  • Turn data into actionable insights 
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Why RiskMatch?

Make data-driven decisions
With insights from the industry’s largest dataset, RiskMatch® helps agencies and brokerages make better decisions. 

Close new business  
Benchmarking insights and compelling sales presentation tools help you sell more. 

Boost retention 
Retention predictive analytics help you identify policies most at risk. 

Drive growth with more cross-selling
Actionable cross-sell insights help pinpoint the right products for your customers. 

Gain business intelligence 
See your entire business in one place in real-time by office, producer, product, industry, insurer, and premium band. 

Live Webinar

The AI Advantage - webinar graphic

Join Vertafore's Syd Roe and Heath Shearon on October 8 at 2 pm ET for a dive into the advantages of AI in your agency.

Topics will will include:

  • Assessing the agency's need for AI
  • Data is the foundation
  • Data storage and security
  • Implementation of AI
  • How AI can help grow your agency
“Being empowered with insights into real time premiums for specific industries in a geographic area allows us to win more new business and increase our renewals by demonstrating to our prospects and clients we are placing their business with the most competitive markets."

Sean Ortega, Senior Executive of Agency Operations

United Western Insurance Brokers

Live Webinar

AGY-Webinar-BenefitPoint -Banner

Join our webinar on October 9 at 2 pm ET as we dive into new BenefitPoint enhancements designed to help you reduce data entry, improve data quality, and boost overall efficiency. We will cover:

  • How to automatically update leads across accounts & plans
  • The importance of address validation
  • How to easily categorize plans with improved filtering and reporting capabilities 
  • Maintaining continuity and solid workflows with global changes for activity logs 
  • How you can utilize advanced search filters to help you manage renewals more efficiently

Unlock the power of your AMS data

You're sitting on a treasure trove of data, but without the right tools you might as well be mining in the dark. RiskMatch uses artificial intelligence, machine learning, and the industry's largest data set of in-force premium information to give your agency actionable insights with real business benefits.

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With over $137B of in-force premium, RiskMatch is the insurance industry's most comprehensive data and analytics platform.

Learn how actionable insights can grow your business:

Business intelligence

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Growth

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Retention

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Risk Management

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Commissions

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Easy to use

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Learn more about unlocking the power of data

Three cheers for RiskMatch for Agencies & Brokers

  

Big Awards for Business 2020 - logo

2020 Product of the Year

  

Big Innovation Award 2019 - logo

2019 Product of the Year

  

The Cloud Awards logo

2023 Best Cloud Business Intelligence Solution

More ways to learn how RiskMatch can transform your business.

RiskMatch for Agencies Data Sheet
Data-delivered results: How analytics can improve your agency

Ebook: How analytics can improve your agency

From paper to leading-edge technology: How Connor Insurance Agency leveled up using AMS360

Success story: Connor Insurance Agency scaled personalized client services and thrives with Vertafore technology

RiskMatch integrates with your core agency management system

The foundational agency management system for complex independent agencies.

An enterprise-class management system for your agency.

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