
ReferenceConnect
ReferenceConnect® serves as an integrated platform that unifies workflow for insurance agencies, enhancing efficiency and empowering staff. By providing access to essential information, actionable insights, and a robust management system tailored for benefits businesses, it transforms operations into a seamless “one-stop shop” for teams to thrive.
Top ReferenceConnect Alternatives
Image Right
ImageRight is a powerful insurance ECM and workflow automation software designed to enhance operational efficiency in claims, underwriting, and distribution.
SmartAPI
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PlanAdvisor
PlanAdvisor utilizes advanced carrier-direct data through the Group Benefits API to streamline the quoting process for insurance offerings.
FARIN Foresight
FARIN Foresight is an advanced financial services software designed to enhance asset/liability management by integrating various financial processes.
Mitchell WorkCenterTM
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Sageworks ALLL
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Top ReferenceConnect Features
- Integrated platform for teams
- Customizable benefits management
- Real-time comparative rater
- Comprehensive data analytics
- Efficient workflow connections
- Actionable business insights
- Centralized information hub
- Extensive insurance publications access
- Enterprise-class management system
- Enhanced agency collaboration tools
- User-friendly interface
- Performance tracking capabilities
- Scalable for growing agencies
- Multi-office support functionality
- Streamlined sales processes
- In-depth training resources
- Continuous software updates
- Customer support services
- Reporting and compliance tools
- Profitability optimization strategies
Top ReferenceConnect Alternatives
- Image Right
- SmartAPI
- PlanAdvisor
- FARIN Foresight
- Mitchell WorkCenterTM
- Sageworks ALLL
- Altair
- Sageworks Lending Solution
- Precision LM Originator
- Unison
- Guidewire BillingCenter
- Xignite
- Jane Street
- Duck Creek Platform
- OnDeck