; RiskMatch Recorded Demo | Vertafore

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How can your agency better plan and execute on growth objectives? Today's agents and brokers need to do more than ever to compete in the market. With the right insurance data and analytics solution, you can make more informed decisions, grow your business, and better serve as a trusted advisor. Learn how RiskMatch can help you and your team stay ahead of the competition.

In this introduction, we'll look at how RiskMatch can impact your agency's growth from a variety of perspectives:

  • What is RiskMatch and how does it differ from traditional agency reporting?
  • Executive View to Plan for Growth
    • Better understand and maximize your revenue streams
    • Manage your carrier relationships in a new and proactive way
    • Explore growth opportunity
    • Understand the carriers that are the best fit for your customers and best fit for your agency
  • Producer View to Execute on Growth
    • Give benchmarking data to your producers so they can strategically position cross-sell efforts with their client base
    • Give tools to your producers to have more effective and productive meetings with clients and prospects
 

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