Name: Vertafore ReferenceConnect
Rating: 8 (2 reviews)
Author: Vertafore

Help Desk

Web and Video Conferencing

Customer Support

Changelog

Mind Mapping

Development

Audit

Business Intelligence (BI)

Calibration Management

Collaboration

Communications Platform as a Service (CPaaS)

Embedded Business Intelligence (BI)

Environmental, Social, and Governance (ESG)

Interactive Voice Response (IVR)

Enterprise

Accounting

Payment Gateway

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Onboarding

HR Management

Payroll

Recruitment Automation

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Data Observability

Desktop Outsourcing

Electronic Data Interchange (EDI)

Fraud Detection

IT Service Management (ITSM)

Industrial IoT

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Managed Print

Metadata Management

Network Access Control (NAC)

Network Function Virtualization (NFV)

Network Performance Monitoring

Relational Database Management Systems

Remote Support

Security Awareness Training

Solid State Drives

Static Application Security Testing (SAST)

Traffic Switching

Virtual Private Network (VPN)

VoIP Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Business Card Scanning

Content Management

Digital Analytics

Email Management

Email Marketing

Marketing Automation

Marketing Resource Management

Presentation

Real-Time Interaction Management

Social Media Management

Survey & Forms Building

Video Streaming

Web Analytics

Webinar

Marketing

Business Caller ID

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation

Sales Email Tracking

Sales

Certificate Lifecycle Management

Security

Forestry

HIPAA Compliance

Home Health Care

Insurance Agency Management

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

Basic

Formerly from Ebix, Zinnia SmartOffice is a practice and agency management solutions for financinal service providers and banking institutions, offering CRM features, client engagement, note logging, financial document and data management, and related features.

Single User Performance License

Advisor Bundle

Producer Bundle

Zinnia SmartOffice

Vertafore ReferenceConnect

Insurance Agency Management Systems support the day-to-day operations of insurance agencies with back-office automation and customer relationship management features. These systems often include marketing automation, and at least include data management (customer data and policy document management) and analytics to support sales and revenue processes.

Likelihood to Recommend

Support Rating

TeamViewer

GoTo Meeting

Webex Meetings

QuickBooks Self-Employed (discontinued)

Microsoft 365

Insurance Agent

Vertafore ReferenceConnect 2019-11-04 08:41:12

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Insurance Agency Management Systems

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.

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.

Microsoft Office 365, Cisco Webex Meetings, GoToMeeting, TeamViewer, QuickBooks Self-Employed

Vertafore ReferenceConnect

Overview

What is Vertafore ReferenceConnect?