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Vertafore ReferenceConnect

Vertafore ReferenceConnect


What is Vertafore ReferenceConnect?

Vertafore offers ReferenceConnect, an information system for insurance agencies' business needs and to better serve clients.

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What is Vertafore ReferenceConnect?

Vertafore offers ReferenceConnect, an information system for insurance agencies' business needs and to better serve clients.

Entry-level set up fee?

  • No setup fee


  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

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Product Details

What is Vertafore ReferenceConnect?

Vertafore ReferenceConnect Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Reviews and Ratings


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Score 9 out of 10
Vetted Review
Verified User
My organization uses Vertafore ReferenceConnect for multiple things. First, I use it to search for class codes when qualifying an insurance client. I also use it to search for scopes of these particular class codes and see what other coverages are recommended. While doing this, I am able to see what the class is typically based on (payroll, unit, area, etc.), and what types of exclusions (usually state-based) are included.
  • 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.
  • 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.
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.
  • 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.
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.
I have not had to use the support for Vertafore ReferenceConnect.
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