Insurance agencies are not short of information. In fact, most teams are surrounded by it: carrier resources, policy documents, emails, PDFs, state guidance, industry publications, and internal knowledge built over years of experience.
Finding answers isn’t a challenge anymore. You need answers you can trust and act on with confidence.
That was the central theme of Vertafore’s recent webinar on ReferenceConnect AI. We explored how agencies can bring more confidence, consistency, and defensibility into everyday insurance workflows.
The new risk: Answers without confidence
In today’s AI-driven world, you can get answers fast, but in insurance, what matters is getting answers you can trust. With the right information, you can move quickly and confidently without second-guessing. In our industry, it is too risky to have inconsistent client guidance, carrier friction, and loss of trust when answers vary depending on who is asked, where they searched, or what source they relied on.
Generic AI can be useful, but insurance is complex, regulated, and highly specific. When answers are not grounded in trusted insurance content, agencies may be left with responses that sound convincing but cannot be validated.
For agencies of every size, that creates a major gap: how do you move faster without sacrificing trust?
A more defensible way to use AI
With ReferenceConnect AI, you can get answers grounded in the trusted insurance content you already rely on, so you can move faster with confidence.
Rather than replacing expertise, it helps teams reach expertise faster and more confidently. Users can ask insurance questions in natural language and receive answers anchored in authoritative, vetted industry resources, including well-known publishers such as IRMI, ISO, AM Best, and Rough Notes.
You get clearer, reliable guidance that helps you strengthen client conversations, align your team, and make confident decisions.
What this looks like in real agency workflows
During the webinar, the team demonstrated how ReferenceConnect AI can support common agency scenarios, including:
- Helping newer account managers understand how coverages work together in real-world client situations
- Preparing producers for meetings with unfamiliar industries
- Surfacing questions that uncover operational risks and coverage gaps
- Translating technical insurance concepts into client-friendly language
- Supporting more consistent discovery, meeting preparation, and follow-up
The examples demonstrated during the webinar showed how AI can move beyond one-off answers. With conversational follow-up prompts, users can build on previous questions, refine the context, and turn complex insurance guidance into practical next steps.
You can onboard faster, prepare producers more effectively, communicate consistently with clients, and reduce reliance on institutional knowledge.
Confidence, consistency, and defensibility
The biggest takeaway from the webinar was simple: agencies need answers they can trust.
ReferenceConnect AI is built around three key outcomes:
Those three things matter whether you’re a small agency trying to scale expertise, a growing firm onboarding new staff, or a large organization looking to standardize guidance across teams and locations.
Why it matters now
AI is quickly becoming part of daily insurance work. But the agencies that benefit most will be the ones that use AI thoughtfully for better, trusted outcomes in addition to speed.
ReferenceConnect AI represents the next evolution of insurance knowledge: faster access to answers grounded in authoritative content, built specifically for the insurance industry.
The reliance on institutional knowledge will continue to dwindle as those who have gained that knowledge over years of experience begin to retire. The U.S. Bureau of Labor Statistics estimates more than 400,000 insurance professionals will retire by the end of 2026. That makes this moment in time crucial for finding new ways to access information for team members who will remain part of the workforce.