#1 most frequent
United States of America
94.0%47 installations of 50
What is Vertafore ReferenceConnect?
Vertafore offers ReferenceConnect, an information system for insurance agencies' business needs and to better serve clients.
Categories & Use Cases
Who Buys & Uses Vertafore ReferenceConnect
#2 most frequent
United Kingdom of Great Britain and Northern Ireland
4.0%2 installations of 50
#3 most frequent
Switzerland
2.0%1 installation of 50
Connect and reference with Vertafore ReferenceConnect
Pros
- 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.
Cons
- 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.
Return on Investment
- 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.
Other Software Used
Microsoft Office 365, Cisco Webex Meetings, GoToMeeting, TeamViewer, QuickBooks Self-Employed