RiskMatch 2024 R2 Release Notes
May 16, 2024
Vertafore is pleased to release RiskMatch 2024 R2. With each release, we are improving and updating RiskMatch to provide you with the best possible experience.
New Features
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Feature or API |
Description |
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Using an asynchronous method, the new Potential Enhanced Revenue API creates a report that returns all items related to policies. |
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The Industry Classification API generates a list of NAICS codes, using an asynchronous process of POST and GET methods to return a report of relevant NAICS codes for the given user. |
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In the :Analytics in your Inbox" settings, manager users can create a carbon-copy group of team members to receive report(s). |
Enhancements
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Enhancement |
Description |
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Combine Primary and Non-Primary Limits |
Updating the RiskMatch Benchmarking tool, clients can now use a "limits filter" to filter between primary and non-primary limits. |
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Analytics In Your Inbox: CC Team Member Search Box Option |
Within the "Analytics in Your Inbox" CC Team Member tool, manager users can use the search option to quickly find teammates more efficiently. |
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Cross-Sell Report: Group Recs by Column |
Grouping cross-sell recs by client allows customers to quickly assess opportunities and push them into producer systems, thereby taking quicker action. |
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Premium Movement Details |
Two new tabs are now added to the "Premium Movement" export, detailing policy inflow and outflow information based on Prior Policy ID. |
Production Defects Fixed
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Defect |
Description |
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Inconsistent / Incorrect Data Display: Market Ratings |
With consideration, the RiskMatch development team has restored consistency among data reporting, which includes consistent markings for monetary amounts. |
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Report Renamed as "Cross Sell Recommendations by Client" |
In downloading a Cross Sell report while utilizing recommendations by a client, once the report is ready to be viewed, a popup message in the inbox will appear that reads, "Cross Sell Recommendations by Client." |