- Write more business
- Improve productivity and accuracy
- Drive better submissions
- Connect with carriers
“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.”
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- Agency Module comprises publications from over 40 top insurance publishers including ISO, NCCI, IRMI, National Underwriter, and many more
- Some customers saw the potential for 60% reduction in time needed per search
- Customers may have seen a reduced time spent searching for policy info from 1-2 hours per search to 10-15 minutes
- Access ReferenceConnect on all mobile devices
Standardize your training
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- With extensive risk profiles and coverage checklists, spend less time training new producers and more time making money
Connect with carriers
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- Agent Access connects you to carriers who also use ReferenceConnect, eliminating the need to navigate and login to multiple carrier websites
- Agent Access connects you to carriers who also use ReferenceConnect, eliminating the need to navigate and login to multiple carrier websites
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Dive into guides, success stories, and more.
ReferenceConnect for Agencies Data Sheet
ReferenceConnect Publications Guide
Empowering customer relationships: Moody Insurance Agency elevates client retention to 95% with ReferenceConnect
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