© 2017 Vertafore, Inc. and its subsidiaries. All rights reserved. Trademarks contained herein are owned by Vertafore, Inc. This document is for informational purposes only. Vertafore makes no warranties, express or implied, with respect to the information provided here. Information and views expressed in this document may change without notice. The names of actual companies and products mentioned herein may be the trademarks of their respective owners.

What if you could give your producers everything they need to gain expertise on complex lines of business, become trusted advisors to their clients, and win and retain more business?ReferenceConnect isn’t just the industry’s only aggregated insurance knowledgebase — it gives your agency a significant advantage in an increasingly competitive insurance market!

Comprising publications from over 40 top insurance publishers including ISO, NCCI, IRMI, National Underwriter, and many more, ReferenceConnect helps you quickly find the answers to simple or complex insurance questions. Whether you need to identify the correct commercial general liability code or locate recommended coverages for a particular risk, ReferenceConnect helps you find the right information at the right time.

Used by over 2000 agencies including 90 of the top 100 brokers, ReferenceConnect is a proven solution that helps agencies win new business and retain renewals. ReferenceConnect contains the business-critical information that agencies need in one easy-to-use site, saving agency employees valuable time by eliminating the need to search through multiple carrier and publisher websites.

Ramp Up New Producers QuicklyNot sure how to ramp up your producers quickly to drive new sales? Finding that your producers are searching all over the place for basic information like forms, coverage checklist, and recommended coverage? Wishing there was one place where they can get the information they need to be successful?

Luckily, Vertafore has the perfect solution to these problems. ReferenceConnect enables your producers to become trusted advisors for your customers and confidently write high-profit complex lines of insurance faster. Whether your

agency is writing commercial lines or personal lines, ReferenceConnect has the information that your producers need to be effective. ReferenceConnect improves your producers’ ability to serve clients and stay abreast of current industry trends.

Available Anytime, AnywhereReferenceConnect is available anytime, anywhere on mobile devices, including smartphones and tablets.

Benefits of ReferenceConnect:

• Improves productivity by aggregating carrier-specific and 3rd-party information into a single solution that is continually updated and accurate.

• Accelerates the submission process by eliminating the need to navigate multiple websites and retrieve information required to write new business and renew current accounts.

• Provides a quick and easy way to ramp up new producers.

“ My CL producers have tripled their books of business within 8 months by leveraging the Producer Tools and resources within ReferenceConnect.”

Joe Chiarella, Commercial Lines Manager, Vero Insurance

© 2017 Vertafore, Inc. and its subsidiaries. All rights reserved. Trademarks contained herein are owned by Vertafore, Inc. This document is for informational purposes only. Vertafore makes no warranties, express or implied, with respect to the information provided here. Information and views expressed in this document may change without notice. The names of actual companies and products mentioned herein may be the trademarks of their respective owners.

Connect With Your CarriersYour ReferenceConnect subscription gives you access to information from your carriers who also use ReferenceConnect. This eliminates the need for you to log in and navigate multiple carrier websites— time that could be spent writing more new business. Talk to your carriers about this today!

Properly Classify RisksWhether you’re classifying a commercial general liability risk or a complex workers comp risk, ReferenceConnect provides the necessary information to make the right choices. Properly classifying a risk saves both you and your carrier valuable time and provides peace of mind that your insured is properly priced, covered, and more likely to remain a satisfied customer.

Leave the Competition BehindSet your agency apart by helping your producers and CSRs provide fast and accurate answers to complex insurance questions. With business-critical information at their fingertips, your producers become commercial lines experts and the trusted advisors your clients need. ReferenceConnect’s powerful insurance knowledgebase is available anytime, anywhere on mobile devices so producers can immediately answer customer questions, assess and recommend coverage for any line of business, and advise on quotes and rates.

Identify New OpportunitiesProvide your producers the ability to research new market opportunities and identify prospects within your region using ReferenceConnect’s integrated, interactive map and search tools.

Spend More Time Making MoneyWith everything they need to win and service customers in a single web application, your producers can spend more time on revenue-generating activities and less time gathering information from multiple websites.

“ I had an opportunity to visit a cabinet shop recently and didn’t really know the details about dust collection and other related cabinet shop exposures. However, thanks to ReferenceConnect I was able to become an instant expert and win the business.”

Cam Winterburn, Principal, Winterburn & Associates Insurance, LLC

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