RiskMatch 2024 R1 Release Notes

February 6, 2024

Vertafore is pleased to release RiskMatch 2024 R1. With each release, we are improving and updating RiskMatch to provide you with the best possible experience.

Enhancements

Enhancement

Description

Preferred Carrier Flagging Available at Agency Level

Tables in RiskMatch depict the Preferred Carrier flag. Green flags indicate Preferred Broker Partners. With this release, yellow flags indicate Preferred Agency Partners, i.e., carriers at the agency level.

Reach out to your account manager if you wish to set up "Preferred Carriers" in RiskMatch.

Growth Insights Nationwide View

A new filter that aggregates all states in a nationwide view is now available in the Growth Insights report, under Standard Reports.

Production Defects Fixed

Defect

Description

Access to Data Quality Tables

The expanded access to Data Quality reports is now appropriate. The Global Manager role has access to all Business Divisions. Now, managers who possess root access will be able to choose only divisions from the drop-down menu to which they have access.

Other managers do not have access to Data Quality reports, as is intended.

Data Quality reports are available in Standard Reports, found below the Inbox.