The industry’s #1 analytics tool! 

Meet RiskMatch®.

Agencies using RiskMatch have seen up to a
7% increase in retention.

Leadership

Make strategic decisions

Turn insights into revenue

  • Access a 360-degree view of your business. Revenue, premium, retention, and more—in one place for you.
  • Optimize carrier relations. Own carrier negotiations, including around commission rates. 
  • Benchmark your agency. Compare against the industry in key areas to identify competitive strengths and opportunities.
 
 

Operations

Drive team performance

Clear direction every time

  • Get a real-time look. Keep your team on pace by tracking key sales and service performance metrics.
  • See at-risk renewals. Use AI to view at-risk renewals and compare potential turnover to the industry.
  • Cross-sell smarter. Create cross-sell and up-sell campaigns by targeting clients likely to purchase additional coverage.

Sales

Pitch winning policies

Information at your fingertips

  • Receive insights in your inbox. Get cross-sell opportunities likely to close delivered to your inbox every morning. 
  • Improve your pitch. Win more conversations when clients see what policies their peers are purchasing. 
  • Place business quickly with the right carrier thanks to a market advisor.
 

Meet Relation Insurance

How data can rocket your growth

Learn how Relation used RiskMatch to visualize their data, connect experts across the organization, and explore the market to grow their brokerage.

Built to support your entire team

Meet our new platform, AgencyOne

AgencyOne brings our solutions, partners, and your team together into one integrated platform that connects your entire business.

Why agencies keep choosing RiskMatch

Top features RiskMatch Other analytics tools
Real-time business intelligence dashboard ✓ Available ✓Available
Benchmarking visualization ✓Available ✓Available
Custom filtering ✓Available ✓Available
Growth insights: Cross-sell, renewal, win-back ✓Available ✓Available
Insurance-specific machine learning ✓Available ✓Available
Data accuracy ✓ Up to 99% ✗ Not tracked
Analytics in your inbox ✓ Available ✗ Not available
AI-powered insights via API ✓ Available ✗ Not available
Data lake ✓ $140 billion in premiums & 193 million policies  ✗ $55 billion in premiums & 32 million policies
Open architecture ✓ Available with InsurTech partner integrations ✗ Limited integrations
Setup & implementation ✓ Weeks ✗ Months

Agencies and brokers love RiskMatch

RiskMatch for Agents and Brokers Winter awards graphics 2025

Open architecture

AMS360

Power your agency with the industry's leading AMS!

Sagitta

An enterprise-class management system for your agency.

BenefitPoint

The management solution created for the unique needs of your benefits business.

How mature is your data strategy?

Learn if your strategy is reactive, informed, or smart and how to achieve the highest level. 

 

 

More ways to learn how RiskMatch can transform your business.

RiskMatch for agencies data sheet
View resource
Data-delivered results: How analytics can improve your agency

Ebook: How analytics can improve your agency

View resource
Surprising signs a policy won't renew

These signs might surprise you when it comes to why someone might not renew a policy.

View resource
KAP’s growth playbook: Blending InsurTech, teamwork and innovation

This is a story of how technology, combined with vision and strategy, can completely transform the game! Learn about KAP’s exciting journey, from tackling challenges with multiple data management systems to turning them into their biggest strengths.  

View resource