RiskMatch is an insurance analytics tool that transforms your agency data into powerful, actionable intelligence. With clear visualizations and benchmarking tools, you can:
- See what’s driving your revenue and uncover new growth opportunities.
- Compare coverage, pricing, and market performance across your book of business.
- Identify at-risk renewals and retention trends with predictive analytics.
- Discover cross-sell opportunities to increase and unlock new revenue.
- Understand which carriers are the best fit for your clients.
- Evaluate your data quality and ensure accuracy across your AMS.
- Strengthen carrier relationships with performance insights and share analysis.
With RiskMatch, you can make faster, smarter business decisions using trusted data. It helps you:
- Unlock business intelligence from easy-to-use dashboards and reports.
- Improve profitability and strengthen carrier relationships.
- Identify and act on growth opportunities through benchmarking and analytics.
- Work more efficiently by focusing on insights that matter most.
RiskMatch integrates seamlessly with key Vertafore management systems, including:
Because every agency’s tech stack is unique, RiskMatch also uses open APIs to integrate with select management systems outside the Vertafore product suite.
RiskMatch refines and standardizes your data using AI and machine learning to ensure accuracy and consistency. You’ll receive intelligent recommendations—such as carrier mapping, line of business standardization, and renewal retention predictions—so you can act confidently on the insights that matter most.
Clean, accurate data leads to better decisions. RiskMatch enhances your data through cleansing and normalization—making it up to 99% more accurate—so you can trust your insights, uncover opportunities faster, and drive growth with confidence.
You can view your insights directly within the platforms you use every day:
- AgencyOne insights: Access client policy insights, retention predictions, and cross-sell opportunities from your AgencyOne home experience.
- RiskMatch dashboard: Visualize trends and performance with intuitive charts and reports.
- Analytics in your inbox: Receive actionable insights delivered straight to your email.
- APIs: Integrate key data and analytics—such as Growth Insights and Retention Prediction—into your preferred systems.
Yes. You can easily access and share your RiskMatch data in several ways:
- Analytics in your inbox: Get personalized, insight-driven reports for renewals, growth, and cross-sell opportunities.
- AWS S3 File Delivery: Export bulk data—such as client or policy reports—for integrations and deeper analysis.
- APIs: Connect to real-time data feeds for analytics, benchmarking, and performance metrics.
- Manual export: Download reports or dashboards directly from the RiskMatch® platform.
RiskMatch aggregates data from multiple AMS platforms into a single, comprehensive view. This unified perspective helps you see your entire business performance at a glance and make data-backed decisions faster.
RiskMatch allows you to extract and unlock the power of your AMS data. Using AI and machine learning, RiskMatch consolidates, normalizes, and enhances your AMS data to improve decision-making:
- Unlock business intelligence data that drives revenue
- Insight into which clients are at-risk of churn
- Optimize commissions through benchmarking and market comparisons
- Discover cross-sell opportunities tailored to your book of business
- All delivered in intuitive dashboards and automated email reports that keep your team informed and proactive
AI is changing how insurance agencies manage their business—analyzing data faster, uncovering trends, and identifying growth opportunities. It finds patterns across thousands of policies to highlight profitable segments, market shifts, and cross-sell potential.
RiskMatch brings these capabilities to you through AI and machine learning to uncover trends, benchmark performance, and predict customer behaviors. With AI-driven insights, agencies can identify coverage gaps, forecast renewals, and spot cross-sell opportunities with precision, all helping you to make smarter decisions, faster.
AI is changing how insurance agencies manage their business—analyzing data faster, uncovering trends, and identifying growth opportunities. It finds patterns across thousands of policies to highlight profitable segments, market shifts, and cross-sell potential.
RiskMatch brings these capabilities to you through AI and machine learning to uncover trends, benchmark performance, and predict customer behaviors. With AI-driven insights, agencies can identify coverage gaps, forecast renewals, and spot cross-sell opportunities with precision, all helping you to make smarter decisions, faster.
