ReferenceConnect® is an insurance knowledge base, designed to help independent agencies, MGAs, and carriers make faster, better-informed decisions. By centralizing access to policy coverage and risk information, ReferenceConnect reduces research time, helps limit E&O exposure, and facilitates high-quality customer service. Agencies and MGAs who use ReferenceConnect report seeing increased revenue and time savings. Key capabilities include:
Centralized research hub. Stay more informed on regulations and industry news and less time searching for information. ReferenceConnect aggregates more than 1 million documents from more than 40 trusted industry sources, including ISO, NCCI, IRMI, and National Underwriter.
Seamless carrier connections. Access proprietary content from carrier partners directly within the platform. Agent Access allows users to access information from multiple carrier portals without having to visit multiple sites.
Streamlined market research. Market Lookup helps users quickly learn unfamiliar risks, research new lines of business, and find prospects in a geographic area. Easily onboard new producers with extensive Risk Profiles and coverage checklists.
Faster quoting and underwriting. Reduce the time needed to search internal documents by up to 60%. Users report cutting the time spent on policy research from 1–2 hours to just 10–15 minutes.
Mobile access. Access ReferenceConnect anytime, anyplace on smartphones and tablets.
Vertafore® integrations. ReferenceConnect integrates with Vertafore’s AMS360®, Sagitta®, BenefitPoint®, QQCatalyst®, RiskMatch®, and PL Rating™, reducing manual entry and enhancing workflow efficiency.
ReferenceConnect helps producers recommend clients tailored, research-backed coverage. Agencies using ReferenceConnect report up to 1% increase in revenue from new business and renewals while improving service quality and reducing onboarding time for new team members. Accelerate submissions, improve retention, and grow your book of business by equipping your team with reliable, centralized knowledge.
ReferenceConnect is part of Vertafore’s best-in-class suite of solutions. It supports connectivity, improves decision-making, and allows insurance professionals to focus on what matters most—serving their clients and growing their business.
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Product Description
ReferenceConnect helps you grow your business by giving you information from over 40 trusted insurance sources. With ReferenceConnect, you can enhance your customer service and garner the trust of your prospects.
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Vertafore Marketing
