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

Help Desk

Web and Video Conferencing

Customer Support

Business Intelligence (BI)

Collaboration

Communications Platform as a Service (CPaaS)

Diagramming

Enterprise

Accounting

Revenue Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

HR Service Delivery

Payroll

Talent Intelligence

Talent Management

Technical Skills Assessment

Workforce Analytics

Workforce Management

Human Resources

Application Infrastructure

Cloud Storage

Data Center Infrastructure Management

Data Center Networking

Data Mapping

Data Observability

Debugging

Electronic Data Interchange (EDI)

Endpoint Encryption

Ethernet Switches

Event Monitoring

Fraud Detection

Industrial IoT

Integration Platform as a Service (iPaaS)

Managed Detection and Response (MDR)

Mobile Application Performance Monitoring  (APM)

Network Performance Monitoring

Password Management System

Rack Servers

Software Defined Storage (SDS)

Static Code Analysis

Tape Storage

Threat Hunting

VoIP Monitoring

Voice Recognition

Web Application Firewalls

Wireless WAN

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Experience

Content Management

Creative Management

Customer Journey Analytics

Digital Analytics

Digital Rewards

Digital Signage

Email Marketing

Marketing Automation

Predictive Analytics

Real-Time Interaction Management

Social Login

Social Media Management

Survey & Forms Building

Swag Management

Web Analytics

Marketing

Business Caller ID

Project Management

Professional Services

Customer Relationship Management (CRM)

Predictive Sales Analytics

Presales

eCommerce

Sales

Animation

Legal Billing

Public Sector Software

Spreadsheet

Vertical-Specific

medium

small

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Likelihood to Recommend

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Usability

Support Rating

Implementation Rating

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

Basic

Ebix, headquartered in Johns Creek, offers SmartOffice, the company's practice and agency management solutions for financinal service providers and banking institutions, supporting these agencies with CRM features, supporting client engagement, note logging, financial document and data management, and related features.

Single User Performance License

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Producer Bundle

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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.

Reviews

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

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Not readily available

Home

Insurance Agency Management Systems

TeamViewer

GoTo Meeting

Webex Meetings

QuickBooks Self-Employed

Microsoft 365

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.

Product Usage

Pros and Cons

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.

Things done well

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.

Things done poorly

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.

Return on Investment

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.

Alternatives

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

Support

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

Other Software Used

Insurance Agent

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

Vertafore ReferenceConnect

Overview

What is Vertafore ReferenceConnect?

Connect and reference with Vertafore ReferenceConnect

Pricing

Vertafore ReferenceConnect

What is Vertafore ReferenceConnect?

Entry-level set up fee?

Offerings

Would you like us to let the vendor know that you want pricing?

Alternatives Pricing

BindHQ

What is BindHQ?

Ebix SmartOffice

What is Ebix SmartOffice?

Product Details

What is Vertafore ReferenceConnect?

Vertafore ReferenceConnect Technical Details

Comparisons

Compare with

Zywave Sales Cloud - Agency Management

EZLynx Agency Management

Applied TAM

Applied Epic

Sagitta

One Source

AMS360

QQCatalyst

AgencyBloc AMS+

BindHQ

Applied Vision

Aspire Agency

Reviews and Ratings

Attribute Ratings

Reviews

No reviews found