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ReferenceConnect AI Reviews & Product Details

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ReferenceConnect AI Reviews (10)

Reviews

ReferenceConnect AI Reviews (10)

4.3
10 reviews

Review Summary

Generated using AI from real user reviews
Users consistently praise the product for its wealth of knowledge and easy access to information, making it a valuable resource in the insurance industry. Many appreciate having a variety of resources in one place, although some note that it can be tricky to navigate at times.
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Amy N.
AN
Small-Business (50 or fewer emp.)
"One Place to View Carrier Appetite & Classes for GL and Workers’ Comp"
What do you like best about ReferenceConnect AI?

It’s one spot to see carrier appetite & classes for general liability & workers compensation Review collected by and hosted on G2.com.

What do you dislike about ReferenceConnect AI?

That if you use a carrier that also uses reference connect for forms your personal reference connect goes to their system & doesn’t change back Review collected by and hosted on G2.com.

DS
Mid-Market (51-1000 emp.)
"Vertafore ReferenceConnect"
What do you like best about ReferenceConnect AI?

Variety of resources all in one place at our finger tips Review collected by and hosted on G2.com.

What do you dislike about ReferenceConnect AI?

Need to have a single search field, which I heard is on the road map Review collected by and hosted on G2.com.

Verified User in Insurance
UI
Small-Business (50 or fewer emp.)
"RC Review"
What do you like best about ReferenceConnect AI?

The wealth of knowledge and information available at your request. Review collected by and hosted on G2.com.

What do you dislike about ReferenceConnect AI?

I have not found any downfalls to the system to date. Review collected by and hosted on G2.com.

Verified User in Insurance
UI
Enterprise (> 1000 emp.)
"Helpful & Comprehensive"
What do you like best about ReferenceConnect AI?

The ability to dig in on a risk and know what to look for when meeting with a company. Review collected by and hosted on G2.com.

What do you dislike about ReferenceConnect AI?

It is a little clunky to navigate efficiently, not everything is stored logically together (at least not in the way my brain works) Review collected by and hosted on G2.com.

MG
Mid-Market (51-1000 emp.)
"Great resource"
What do you like best about ReferenceConnect AI?

Easy to find information and detailed exposure information Review collected by and hosted on G2.com.

What do you dislike about ReferenceConnect AI?

Old Scholl formating and that is about it Review collected by and hosted on G2.com.

Kait P.
KP
Commercial Lines Support Specialist
Mid-Market (51-1000 emp.)
"Super easy tool to use!"
What do you like best about ReferenceConnect AI?

Super easy to use, navigate. Has lots of info to help you. My favorite use is to find class codes while quoting Review collected by and hosted on G2.com.

What do you dislike about ReferenceConnect AI?

Not much that I dislike about the site, it does the job and it's very simple to use. I have no complaints! Review collected by and hosted on G2.com.

Kim S.
KS
Vice President
Small-Business (50 or fewer emp.)
"Reference Connect allows me to check codes, rules and premium determination information quickly."
What do you like best about ReferenceConnect AI?

The ability to go directly to the topic I'm interested in exploring. Review collected by and hosted on G2.com.

What do you dislike about ReferenceConnect AI?

RC doesn't allow me to highlight or bookmark sections of the CLM that I refer to often. It would be great if each user had the ability to customize their Reference Connect experience. Review collected by and hosted on G2.com.

Donya D.
DD
Director Of Technology Education
Enterprise (> 1000 emp.)
"RefCon Rocks"
What do you like best about ReferenceConnect AI?

Access to surveys and IRMIs, various other publications Review collected by and hosted on G2.com.

What do you dislike about ReferenceConnect AI?

NA We are able to use ref con for our needs. We train on it every month. Review collected by and hosted on G2.com.

Verified User in Insurance
UI
Mid-Market (51-1000 emp.)
"Useful tool"
What do you like best about ReferenceConnect AI?

It is very useful to use in the insurance industry. For us all of the tips and tricks are stored here and it helps with amd Review collected by and hosted on G2.com.

What do you dislike about ReferenceConnect AI?

I dislike that sometimes it can be tricky to navigate Review collected by and hosted on G2.com.

Verified User in Insurance
AI
Small-Business (50 or fewer emp.)
"Not user friendly"
What do you like best about ReferenceConnect AI?

The program is not user friendly. The search engine to find forms and endorsements is tedious. Review collected by and hosted on G2.com.

What do you dislike about ReferenceConnect AI?

Besides the search engine not being intuitive the overall platform itself needs improvement . Not user friendly Review collected by and hosted on G2.com.

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