ReferenceConnect for Agents & Brokers

The information you need. The connections you want.

Trusted knowledge for insurance professionals

  • Write more business
  • Improve productivity and accuracy
  • Drive better submissions
  • Connect with carriers

Why ReferenceConnect?

Trusted in the industry 
Join the 3,000 agencies, including 96 of the top 100 brokers, using ReferenceConnect®.

Be an expert
With information from over 40 trusted insurance sources, instantly become an expert in new areas.  

Write new lines of business 
Become trusted advisors for your customers and prospects so you can write new lines of business. 

Better carrier connections 
Connect with carriers who also use ReferenceConnect. 

Empower your staff to be insurance experts 
Reduce the time it takes to train new producers through extensive risk profiles and coverage checklists. 

“Our retention has been above 95% since the agency began tracking retention. We take a lot of pride in our retention percentage, and we feel utilizing ReferenceConnect gives our customers a more consultative experience, contributing to that 95-plus retention rate.”

Kim Burkhardt

Moody Insurance Agency

Guide

ReferenceConnect Publications Guide

Whether it’s classifications, recommended coverages, or analysis, your team needs access to the most up-to-date insurance information. With over 40 different trusted sources, ReferenceConnect eliminates the need to comb through multiple sources and websites. Simply log-in, search, and find what you’re looking for.

Download the 2022 publication guide

ReferenceConnect Success Story

ReferenceConnect has helped agencies like Jones & Wenner increase revenue and write business faster.

"ReferenceConnect is the best kept secret for agencies."

Joyce Sigler, VP, Administration Corporate Secretary
Jones & Wenner Insurance Agency, Inc.

Read Jones & Wenner's Success Story

The right information, at the right time.

Be an agent of choice with ReferenceConnect.

Instant information, anywhere, anytime

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Standardize your training

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Connect with carriers

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Your success is our success

TSR Top 100 Award - logo

2021 Top 100 Software Companies

The InsurTech 100 award - logo

2020 InsurTech100 List

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2021 Winning Organization

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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Moody Insurance Agency

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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Harleysville Insurance

Success Story: Vertafore ImageRight facilitates realignment of commercial underwriting at Harleysville Insurance.

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ReferenceConnect works with your Vertafore suite of solutions

AMS360

The foundational insurance management system for complex independent agencies.

Sagitta

An enterprise-class management system for your agency.

BenefitPoint

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

QQCatalyst

The management system built with the independent agent in mind. 

RiskMatch for Agencies & Brokers

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