BrokerageAudit
Submission Intake

brokerageaudit.com vs RiskMatch: Which is Best for Independent Brokers?

RiskMatch and BrokerageAudit address different operational needs within insurance agencies and brokerages. RiskMatch is a business intelligence and analytics platform that helps agencies understand their book of business, identify cross-sell opportunities, and benchmark performance. BrokerageAudit is an operational automation platform that reduces manual work in document processing, submission intake, and compliance tracking. Agencies evaluating both should assess whether their priority is analytical insight or day-to-day process automation.

Feature Comparison

FeatureUsRiskMatch
Book of business analytics and dashboards
AI document extraction (ACORD, dec pages, loss runs)
Automated COI tracking and compliance
Policy comparison (binder vs. issued)
Cross-sell and upsell opportunity identification
Premium and retention benchmarking
AMS data integration (Applied, Vertafore)
Loss run parsing and summarization
Renewal pipeline management
Email-based submission intake
Commission reconciliation
Human review queue for flagged documents
ACORD form processing
YesPartialNo

Pricing Comparison

BrokerageAudit

Recommended

$499/mo

Starter plan. Professional $1,499/mo, Enterprise $4,999/mo.

  • Operational automation — not analytics licensing
  • All document and compliance features bundled per tier
  • No data seat fees
  • Enterprise includes API access and custom reporting

RiskMatch

Contact for pricing

RiskMatch pricing is enterprise-focused and not publicly listed. Typically priced based on premium volume under management and AMS data scope. Designed for mid-market to large agencies and brokerages.

  • Analytics and BI licensing model
  • AMS data integration included
  • Benchmarking and peer comparison data included at some tiers
  • Implementation and data onboarding support included

Who Each Is Best For

brokerageaudit.com is best for:

  • Agencies focused on automating day-to-day document processing and compliance
  • Teams reducing manual work in submission intake, COI tracking, and policy review
  • Operations looking to cut E&O exposure through automated discrepancy detection
  • Agencies that need immediate process efficiency gains without a lengthy BI implementation

RiskMatch is best for:

  • Agency leaders who need strategic book-of-business insight and performance dashboards
  • Operations that want to identify cross-sell and upsell opportunities from existing data
  • Agencies benchmarking their retention and premium trends against industry peers
  • Large brokerages with complex AMS data that needs aggregation and visualization

Switching from RiskMatch?

RiskMatch and BrokerageAudit rarely compete directly because they serve different organizational needs — leadership analytics versus operational automation. Agencies that have RiskMatch for reporting often still need BrokerageAudit (or a similar platform) to automate the document workflows that generate the underlying data. In some cases, agencies replace RiskMatch when they find they need operational efficiency more than strategic reporting at their current growth stage.

Frequently Asked Questions

Ready to automate your backoffice?

Start your 30-day free trial today. No credit card required. See why hundreds of independent agencies chose brokerageaudit.com over RiskMatch.