AgencyBloc AMS+ vs. Vertafore ReferenceConnect

It is web based so you can access the system from anywhere. It is easy to customize

Incentivized

Vertafore ReferenceConnect is well suited within an organization with many users, who are trying to turn out policy submissions and gain information quickly. It is also well suited for individuals who are trying to learn more specifically about classes of business, what types of insurance coverage is recommended, and what the policies are based on. It opened my eyes to a lot of exposures for class codes that I was not particularly aware of, due to the fact that I am a new agent, and I would recommend this be used for agents who have less than 5 years experience.

Incentivized

• CRM
• SALES
• Customer Service
• data repository

• It provides a variety of descriptions that allows for correct selection.
• It provides information not readily available like what a rate is based on.
• Gives market appetites with some carriers.

Incentivized

• Outlook Plug-in. currently it is a two step process. Ideally, drag and move emails to each activity or client would be a real time saver.

Incentivized

• Sometimes the site navigation is not the most fluid.
• Sometimes I get logged into a particular carrier's section and have to log out and log back in - not sure the reasoning.
• It does not always recognize my description so finding the class code is sometimes harder than expected.

Incentivized

It works well.

it is generally easy to use and quiet effective.

great support

I have not had to use the support for Vertafore ReferenceConnect.

Incentivized

Not bad for a roll out.

AgencyBloc is so easy to use. User Friendly. Easy navigation between tabs. Information is readily available and not buried under deep information tree. It is probably the best system for small agency

Incentivized

Unfortunately, I have not used any additional software programs like Vertafore ReferenceConnect so I am unable to compare them. I do know that my insurance agency likes the capabilities that it has and is not looking for alternatives at this point - this can only speak to the benefit to the organization.

Incentivized

• Most Agency Management systems are expensive. AgencyBloc is really affordable.

Incentivized

• Positive impact on rounding out accounts with additional lines of coverage.
• Positive impact on correctly classifying an account.
• Positive impact on learning as a new agent.

Incentivized