RiskMatch 2025 R3 Release Notes
August 6, 2025
Vertafore is pleased to release RiskMatch 2025 R3. 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 |
| Impersonation Updates |
Changes made during impersonation are not saved to the impersonated user’s account, and reports generated during impersonation do not notify or appear for the impersonated user. |
|
Update Cross-Sell / Up-Sell Report to Include Employee Count |
The cross-sell / up-sell report now includes employee counts. |
|
Update Non-Admitted Carrier Report to Include City in Summary Tab |
The non-admitted carrier report now includes "city" as a data point on the summary tab. |
|
My Company Profile PDF Selection |
You can now choose to export one or multiple pages for the "My Company Profile" PDF. |
|
Market Ratings "All" Export Code Change |
The "All" export function now includes only issuing companies and it removes parent companies. |
|
Add Cross-Sell V2 POST Update to Main API Documentation Site |
Updated API documentation and added cross-sell v2 POST specifications to the documentation site. |
| Market Appetite API | There is a new API for the RiskMatch "Market Appetite" feature. |
Defects Fixed
|
Defect |
Description |
|
Market Rating Issues: Product Segment Filter Not Applying to Market Ratings Report |
Fixed all markets appearing, regardless of the applied product filter. |