RiskMatch 2025 R1 Release Notes
March 12, 2025
Vertafore is pleased to release RiskMatch 2025 R1. With each release, we are improving and updating RiskMatch to provide you with the best possible experience. This release focuses on features related to reporting improvements, UI enhancements and defect resolution.
New Features
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New Feature |
Description |
|
Policy Detail Report Enhancements |
Added producer splits to the Policy Details Report. |
|
Agency Retention by Month Report Enhancements |
Added "Policy Count" and "Product Segment" to Agency Retention by Month Report. |
|
Revenue Driver Flat File Enhancements |
Added a new column called "Acquisition Segment". |
|
Cross-sell Performance Optimization |
Further optimized report parameters when running cross-sell. |
|
Improvements to Industry Classifier Model |
General improvements to the Industry Classifier model – the model now uses 2022 NAICS codes and a 0.7 threshold was added to the ML model. |
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Carriers displaying as Rated and Unrated |
Carriers will now display as either “rated” or “unrated”; they cannot be displayed as both. |
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Market Appetite – Carrier Access Across Organization |
Team members and account owners can now see all of the carriers within "My Organization", as well as producers across the organization that have written business with those carriers. |
|
Add Division Filter for Unrated Carriers |
"Division" filter has been added for unrated carriers. |
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Market Ratings Inconsistencies |
Carriers that were displaying as both "rated" and "unrated", will now display as one or the other, but not both. |
|
Market Ratings |
Added filters for Product Segment for rated carriers. |
Defects Fixed
|
Defect |
Description |
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Benefits Benchmarking Reports Missing Data |
Missing data for Benefits Benchmarking Reports has been resolved. |