RiskMatch 2025 R2 Release Notes
April 30, 2025
Vertafore is pleased to release RiskMatch 2025 R2. 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.
Enhancements
|
Enhancement |
Description |
|
Wholesale Opportunity Report Enhancements |
Via Intermediary is true throughout the entire report; excluding captive servicer filter; excluding Employee Benefits filter. |
|
Non-Admitted Carrier Report |
Enabled the Non-Admitted Carrier Report for all brokers. |
|
Wholesale Opportunity Report: Non-Strategic-Partner Detail Report |
Via Intermediary always equals "true"; Strategic Wholesale partner equals "no"; filters for Region, Amount, Year, Captive Service and Employee Benefits; six new tabs that add additional detail behind the original Wholesale Opportunity Report. |
|
Wholesale Opportunity Report Enhancements: Producer Detail |
Via Intermediary always equals "true"; added filters for captive servicer and employee benefits; added a new tab titled “Producer Detail” that includes additional data points related to the producer. |
| Retention Prediction | Added a filter for Top Number of Lost Clients |
| Update NAICS Verbiage | Verbiage updated from NAICS 2017 to NAICS 2022. |
|
Agency Retention by Month: Financial Report |
New Agency Retention by Month report that outputs different views in three tabs, providing additional financial details / views in which the first report does not. |
| Revenue Drivers | Transferred categories for Revenue Drivers, making them broker-enabled. |
|
Manager Portfolio Team View |
Created a new view titled "Manager Portfolio"; this view is enabled whenever a manager role is assigned. |
|
Retention Prediction: Top # Lost Clients |
Built new visibility into "My Top 20 Clients Lost" under the category "Historical Retention." |
Defects Fixed
|
Defect |
Description |
| User Division Changes | User Division changes were not saving; long-term fix |
| Reporting | Reports that run on Written Values were including Legacy Policies |
| Cross Sell Report | Resolved various Cross Sell Report performance issues |