Power your agency with a trusted insurance knowledge base!

Say hello to ReferenceConnect®.

60% reduction in time needed for an internal document search during commercial quoting.

Leadership

Grow your success 

Make yourself the agency of choice

Mitigate your E&O 

Ensure staff can classify and price risks correctly with the recommended appropriate coverage.

Boost your revenue 

See up to 1% increased revenue and cut down operational costs by centralizing all the information you need in an easy-to-access location.

Stay connected with carriers 

Access proprietary content from carrier partners also using ReferenceConnect.

Operations

Win more business 

Expand your reach

Accelerate submissions 

Enable staff with the information needed to create an accurate and complete submission every time.

Grow your sales pipeline 

Become an expert on unfamiliar risks and discover which new markets to place business with.

Improve renewals and retention 

Accelerate submissions while ensuring risks are covered, thanks to coverage checklists.

Sales and Service

Become a trusted advisor 

The tools you need to stay informed

Find information with ease 

Access aggregated policy coverage and risk information from 40+ industry publishers all in one place.

Present coverage with confidence 

Recommend research-backed coverage based on value.

Sell beyond your comfort zone 

Research new lines of business and become proactive prospectors.

Meet FCCI

Grow with ReferenceConnect

Learn how FCCI used ReferenceConnect to boost efficiency, empower staff, and create a “one-stop shop” for important information.

Surefyre’s configurable automation platform and agent portal.

 

Read more

Built to support your entire team

Meet our new platform, AgencyOne

AgencyOne brings our solutions, partners, and your team together into one integrated platform that connects your entire business.

See it in action

ReferenceConnect centralizes all your information

Top features ReferenceConnect Competitors Status quo
Access to 40+ insurance industry-specific publishers in one place.  ✓ Available ✗ Not available ✗ Not available
Over 1 million up-to-date documents at your fingertips, including forms, manuals, and more.  ✓ Available ✗ Not available ✗ Not available
Publish proprietary content within the knowledge base  ✓ Available ✓ Available ✗ Not available

Agencies & brokers love ReferenceConnect

Awards banner ReferenceConnect

Seamlessly integrate all your favorite tools

Your workflow will always be connected

AMS360

Power your agency with the industry's leading AMS!

Sagitta

An enterprise-class management system for your agency.

BenefitPoint

The management solution created for the unique needs of your benefits business.

QQCatalyst

 The foundational insurance management system for complex small agencies.

RiskMatch for Agencies & Brokers

Actionable insights from the industry's most comprehensive data platform. 

PL Rating

Close more business with the leading real-time personal lines insurance comparative rater.

On-demand webinar

In this on-demand webinar, experts from IRMI and Vertafore discuss why agencies commonly lose time, and how "quick answers" can create risk without the right foundation.

Access webinar

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ReferenceConnect can transform your business

Dive into guides, success stories, and more.

ReferenceConnect for agencies data sheet
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ReferenceConnect publications guide

A complete listing of the 40+ insurance publications that ReferenceConnect can bring to your business.

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How Moody Insurance Agency elevates customer relationships

Moody Insurance is one of the largest privately-owned agencies in Colorado, with approximately 140 employees in four offices across the state.

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A buyer’s guide to insurance knowledge base solutions

Ebook: With the right tools in place you can remain profitable and stand out from the crowd.

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