Put that binder down! Better info management for insurance carriers and MGAs


From the latest regulations to the newest industry trends, underwriters have a lot of information to keep track of. Although you probably have a digital solution in place for your team to review relevant external publications like ISO forms, your company may be stuck in analog when it comes to your proprietary information.

Life without information management software

Internal documents for carriers and MGAs are as important –and as lengthy—as external publications. Your proprietary rules, forms, and company guidelines are essential to how your company works, but they can be hard to organize and update if you’re relying on printed documents, master spreadsheets, or disorganized digital files.

Another hurdle is the time it takes to sort through unwieldy internal documentation. In the age of two-day delivery and instant downloads, speed is the name of the game. If your employees need to spend valuable time searching through a hefty binder or massive spreadsheet, they might fall behind your competitors who have implemented a digital solution to internal documents. Even worse, with the difficulty of manually ensuring these documents are up to date, your employees could easily consult outdated information and make a costly mistake as a result.

Your agency partners need to see some of your company-specific information, too. Without an easy way to share your forms, effective dating, and exceptions, you risk increased calls from confused agents—or worse, greater E&O and compliance hazards if your agents accidentally use an outdated form.

There is a better way.

Better information management for insurance carriers and MGAs

Make those binders and spreadsheets a thing of the past. Our ReferenceConnect Web Publishing solution gathers all your internal information in one digital spot. Mitigate compliance risks by ensuring all your employees are working with your most up-to-date materials from your one-stop shop for proprietary information. Companies using ReferenceConnect Web Publishing have seen their time organizing and publishing internal content decrease by as much as 30 percent! That’s a significant amount of time your employees can put toward more profitable activities.

Carriers and MGAs that share information through Web Publishing also make it easier for agents to write business with them. Agents with ReferenceConnect get direct access to the most up to date information. Easily share relevant forms, effective dating, and exceptions with your agents to reduce no-hit submissions and accelerate quoting, binding, and claims. Both your agents and employees will appreciate streamlining their interactions through better information-sharing.

Improve your ease of doing business and save valuable time all at once. It’s possible with ReferenceConnect Web Publishing.

FCCI Success Story