ReferenceConnect

ReferenceConnect helps you grow your business by giving you information from over 40 trusted insurance sources. With ReferenceConnect, you can enhance your customer service and garner the trust of your prospects.

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4.6/10 (Expert Score) ★★★★★
Product is rated as #32 in category Other Insurance Software
Ease of use
Support
Ease of Setup

ReferenceConnect helps you grow your business by giving you information from over 40 trusted insurance sources. With ReferenceConnect, you can enhance your customer service and garner the trust of your prospects.

ReferenceConnect
ReferenceConnect

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Customer Reviews

ReferenceConnect Reviews

User in Insurance

Advanced user of ReferenceConnect
★★★★★
Helpful & Comprehensive

What do you like best?

The ability to dig in on a risk and know what to look for when meeting with a company

What do you dislike?

It is a little clunky to navigate efficiently, not everything is stored logically together.

Recommendations to others considering the product:

This is a great tool for risk management professionals. It allows them to dig into an industry (and get pretty granular regarding the sub-industries you want to look into). The information is very helpful when trying to understand what questions we should ask the prospect when digging into their risk and gathering information that will be important to the carrier.

What problems are you solving with the product? What benefits have you realized?

Team ability to research a risk, ask good questions proactively, especially helpful for newer colleagues but beneficial for all!

Review source: G2.com

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