Vertafore ReferenceConnect Overview

Discover comprehensive insights into Vertafore ReferenceConnect. Learn more about product features, capabilities and expert reviews based on 5 insights and explore use-cases showcasing how Vertafore ReferenceConnect enhances Generation of new leads and drives growth.

This is a summary of the comprehensive capabilities and benefits of Vertafore ReferenceConnect based on over 5 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.

Do you need to check if Vertafore ReferenceConnect is right for your needs? Our Cuspera AI engine can evaluate how Vertafore ReferenceConnect fits your specific business needs, industry, and context. Get your personalized assessment report today.

Vertafore ReferenceConnect supports business activities such as:

  • Generation Of New Leads

Vertafore ReferenceConnect can help you with many business goals, such as Acquire Customers. It can help manage these activities if you use Video for these needs.

Vertafore ReferenceConnect Reviews

11 buyers and buying teams have used Cuspera to assess how well Vertafore ReferenceConnect solved their business needs. Cuspera uses 5 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific business needs.

Business Priorities

Acquire Customers is the most popular business priority peers achieved using Vertafore ReferenceConnect.

Other priorities:

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Use Cases

Peers recommend Generation Of New Leads , as the business use cases that they have been most satisfied while using Vertafore ReferenceConnect.

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Customer Stories

BEVCO Insurance - Insurance

QQCatalyst helped BEVCO Insurance move from paper files to a digital platform. The system made daily work faster and let employees work from anywhere. BEVCO used QQCatalyst to automate tasks and conn...ect with clients by text and email. The agency grew premiums by $250,000 after using QQCatalyst. Work that once took days now takes minutes.

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Gillman Insurance Problem Solvers - Insurance

AMS360 and InsurLink helped Gillman Insurance Problem Solvers double their revenue in six years. The agency kept revenue per employee over $200,000 and maintained a retention rate in the 90th percent...ile. AMS360 automated tasks and reduced manual data entry. Employees became more productive and happier. Vertafore Client Communications improved marketing and client engagement.

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Harbor Brenn Insurance Agencies - Insurance

AMS360 and Vertafore Client Communications help Harbor Brenn Insurance Agencies blend technology with personal service. The agency uses automation to reach thousands of personal lines clients. Automa...ted renewal review emails get a 42% open rate and high response rates. This process leads to more coverage conversations and increased umbrella policy sales. Employees use quick navigation features to work faster and serve clients better.

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Marshall & Sterling Insurance, Inc. - Insurance

WorkSmart by Vertafore helped Marshall & Sterling Insurance process over 7,000 hurricane claims after Hurricanes Irma and Maria. The agency used WorkSmart to track processes, report in real time, and... automate information flow. Staff could route work to the right people and manage bottlenecks. The solution increased workflow visibility and allowed growth without adding staff. Marshall & Sterling met client needs during a crisis without overwhelming employees.

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One80 Intermediaries - Insurance

Surefyre helped One80 Intermediaries automate insurance workflows. One80 faced slow manual underwriting, disconnected systems, and hard agent onboarding. Surefyre automated underwriting, integrated s...ystems, and gave agents a digital platform. One80 saved 2.5 hours per policy. The new portal made E&S placement faster and less paper-heavy. One80 now grows business and delivers quotes instantly.

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Based on peer insights

Cuspera recommends Vertafore ReferenceConnect for

Use Cases Generation Of New Leads
Medium Video
Business Priority Acquire Customers

IT and Other Capabilities

for Vertafore ReferenceConnect

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
CAPABILITIES (DATA) RATINGS AND REVIEWS
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

3.16/5 ★

Read Reviews (2)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

3.16/5 ★

Read Reviews (2)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
CAPABILITIES (OTHER) RATINGS AND REVIEWS

Software Failure Risk Guidance

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for Vertafore ReferenceConnect

Top Failure Risks for Vertafore ReferenceConnect

Vendor Profile Details

Company Name

Vertafore, Inc

Company Website

https://www.vertafore.com/

HQ Location

999 18th St, Denver, CO 80202, US

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