Connect and reference with Vertafore ReferenceConnect
Pros
- It provides a variety of descriptions that allows for correct selection.
- It provides information not readily available like what a rate is based on.
- Gives market appetites with some carriers.
Cons
- Sometimes the site navigation is not the most fluid.
- Sometimes I get logged into a particular carrier's section and have to log out and log back in - not sure the reasoning.
- It does not always recognize my description so finding the class code is sometimes harder than expected.
Return on Investment
- Positive impact on rounding out accounts with additional lines of coverage.
- Positive impact on correctly classifying an account.
- Positive impact on learning as a new agent.
Other Software Used
Microsoft Office 365, Cisco Webex Meetings, GoToMeeting, TeamViewer, QuickBooks Self-Employed