Gen4 Agency Management vs. Vertafore ReferenceConnect

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Gen4 Agency Management
Score 0.0 out of 10
N/A
N/A
$195
per month
Vertafore ReferenceConnect
Score 8.0 out of 10
N/A
Vertafore offers ReferenceConnect, an information system for insurance agencies' business needs and to better serve clients.N/A
Pricing
Gen4 Agency ManagementVertafore ReferenceConnect
Editions & Modules
Basic
$195
per month
No answers on this topic
Offerings
Pricing Offerings
Gen4 Agency ManagementVertafore ReferenceConnect
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
Gen4 Agency ManagementVertafore ReferenceConnect
User Ratings
Gen4 Agency ManagementVertafore ReferenceConnect
Likelihood to Recommend
-
(0 ratings)
9.0
(1 ratings)
Support Rating
-
(0 ratings)
10.0
(1 ratings)
User Testimonials
Gen4 Agency ManagementVertafore ReferenceConnect
Likelihood to Recommend
Gen4 Systems
No answers on this topic
Vertafore
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.
Read full review
Pros
Gen4 Systems
No answers on this topic
Vertafore
  • 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.
Read full review
Cons
Gen4 Systems
No answers on this topic
Vertafore
  • 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.
Read full review
Support Rating
Gen4 Systems
No answers on this topic
Vertafore
I have not had to use the support for Vertafore ReferenceConnect.
Read full review
Alternatives Considered
Gen4 Systems
No answers on this topic
Vertafore
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.
Read full review
Return on Investment
Gen4 Systems
No answers on this topic
Vertafore
  • 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.
Read full review
ScreenShots