RiskMatch 2023 R2 Release Notes

August 8, 2023

Vertafore is pleased to release RiskMatch 2023 R2. With each release, we are improving and updating RiskMatch to provide you with the best possible experience.

Enhancements

Enhancement

Description

Benefits Benchmarking Data Access Radio Button

RiskMatch users can now benchmark benefits against the entire RiskMatch data set, or just their own agency data. BenefitPoint customers with the deep link will have access according to BenefitPoint's business rules.
NAIC Codes Added to Market Ratings

Codes from the National Association of Insurance Commissioners (NAIC) are added to the Market Ratings table. This may benefit users who are considering carriers for Excess & Surplus (E & S) lines.

In-product Link to "Vertafore Help" Added to Menu Bar

Pressing the “i” information icon opens a new window that directs users to the RiskMatch Help site. The downloadable PDF guide remains accessible on the menu bar.
New and Revised APIs

New / Revisions

Description
New Policy API

Utilizing a specialized unique ID, API users can now call the Policy API to receive details on a particular policy. This element can be used to enhance renewals, retention, and more.

New Revenue Drivers API

API users can now call this API and receive the "What Happened Report" with a specialized link for 24 hours; this allows user to download an Excel spreadsheet to utilize and manipulate the data seen within the Revenue Drivers dashboard on the RiskMatch platform.
Enhanced Retention Prediction API

Simply made enhancements to the Retention Prediction API to allow more options. These improvements include the following :

  1. Add driver weight to "Predicted Retention Detailed Report"

  2. Update default orderBy to "PREMIUM"

  3. Update default page to "1"

  4. Update default pageSize to "5"

Production Defects Fixed

Defect

Description
In Standard Reports, legacy policies were included on written values The Carrier Product report previously included legacy policies when it was run on written values. Now, the default does not include legacy policies. Also, a clearer explanation is shown and a check box that includes legacy policies is added to the selector of other Standard Reports.