Connect and reference with Vertafore ReferenceConnect
Updated November 12, 2019

Connect and reference with Vertafore ReferenceConnect

Paige Allar | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Vertafore ReferenceConnect

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.
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.

Do you think Vertafore ReferenceConnect delivers good value for the price?

Not sure

Are you happy with Vertafore ReferenceConnect's feature set?


Did Vertafore ReferenceConnect live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Vertafore ReferenceConnect go as expected?

I wasn't involved with the implementation phase

Would you buy Vertafore ReferenceConnect again?


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.


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