ReferenceConnect for Agents & Brokers
Turn Information into Answers with the Next Generation Online
Insurance Reference Library
Evolving from Sage®, ReferenceConnect delivers a new level of information technology by giving each agency the ability to customize the library for each department’s specific needs and business focus. The revolutionized search feature is optimized to respond with more relevant content and the innovative navigation takes you to the right content, quickly and efficiently.
Key Benefits
- • Enables agents to lower their E&O exposures and advise clients with speed and accuracy
- • Innovative navigation makes being a “trusted advisor” easier than ever before
- • Agents can grow their book of business with access to the latest industry-specific sales & marketing content available in ReferenceConnect
- • Your library can include searchable rules, rates and forms from ISO, NCCI and state bureaus, as well as in-depth analysis from top publishers
Key Features
- • Intuitive, insurance-specific search engine anticipates commonly used subscriber terminology and corrects common spelling errors
- • Most comprehensive library in the industry, accessible via one website
- • Customizable subscriptions allow agent access to content for all lines of business—
Commercial Lines, Personal Lines and Employee Benefits with a single login - • Quick access to comprehensive risk management, loss control tools and markets for non-standard risks
ReferenceConnect Packages & Features
Use the tabs below to review the different ReferenceConnect Content Packages that are available for Commercial Lines, Personal Lines, Benefits & HR and Sales & Marketing professionals.
Commercial Lines
The ReferenceConnect Commercial Lines content package delivers valuable information to improve efficiency and help better serve clients. You can use the Commercial Lines as a standalone solution or combine it with one of our other content packages. The Basic Commercial Lines package includes:
Risk Analysis
- • Business and Industry Profiles
- • Exposure Analysis Checklists
- • Risk Surveys
- • Crime Prevention Resources
- • Coverages and Forms Analysis
- • Coverage Definitions
- • Recommended Coverages
Class Tables
- • Commercial Class Cross Reference
- • NAICS - North American Industry Classification
- • US Government SIC Codes
Policy Form & Manual Analysis:
- • Description and overview of policy forms
- • Eligibility Criteria
- • Detailed coverage analysis
- • Comparison to previous forms & policies
- • Endorsements and their uses
- • Discussion of important insurance topics
- • Court Cases
- • Commercial Lines ACORD Forms
- • Quizzes, complete with answers
Markets Listings
Reference Resources:
- • Country Information
- • Dictionaries
- • Cancellation Guide
- • Loss Control (Engineering & Safety)
- • Zip Code Directory
- • National Flood Insurance Program
- • Publisher Websites
- • PAAS General Liability Classification Guide
- • PAAS Workers Compensation Class Guide
Cancellation Guide
Click here for a complete list of publications available to purchase with your ReferenceConnect, or contact a representative to create a content package customized to meet you needs today at sales@silverplume.com.
Schedule a FREE demonstration and see firsthand how ReferenceConnect can help improve your business. Contact us by email at sales@silverplume.com or call us at 1-800-677-4442.
Personal Lines
The ReferenceConnect Personal Lines content package delivers valuable information to improve efficiency and help better serve clients. You can use the Personal Lines content package as a standalone solution or combine it with one of our other content packages. The basic Personal Lines content package package includes:
Personal Lines Forms & Guides:
- • Homeowners Coverage Guide
- • Personal Auto Coverage Guide
- • Personal Umbrella Coverage Guide
- • Personal Coverages and Editors Letters
- • Personal Lines ACORD Forms
Life & Financial Planning:
- • Tools & Techniques of Life Insurance Planning
- • Field Guide to Financial Planning
Market Listings
Reference:
- • National Flood Insurance Program
- • Zip Code Directory
- • Dictionary
Click here for a complete list of publications available to purchase with your ReferenceConnect, or contact a representative to create a content package customized to meet you needs today at sales@silverplume.com.
Schedule a FREE demonstration and see firsthand how ReferenceConnect can help improve your business. Contact us by email at sales@silverplume.com or call us at 1-800-677-4442.
Benefits & HR
This powerful subscription equips brokers with essential content to effectively serve employers with useful tools, resources and documents from Benefits Essentials, BNA, HIPAA, Federal Laws and State & Local Governments. Current Benefits & HR news is also streamed in to keep you informed on the latest industry topics.
The Benefits & HR Package includes the latest:
- • Employee Benefits resources
- • Human Resources information
- • Financial Planning tools
- • Forms
- • Reference Desk
- • Benefits, HR, and Broker Websites
Click here for a complete list of publications available to purchase with your ReferenceConnect, or contact a representative to create a content package customized to meet you needs today at sales@silverplume.com.
Schedule a FREE demonstration and see firsthand how ReferenceConnect can help improve your business. Contact us by email at sales@silverplume.com or call us at 1-800-677-4442.
Sales & Marketing
The ReferenceConnect Sales & Marketing content enhances any subscription to help your producers drive more business to your firm. The Sales & Marketing content includes:
- • Sample Brochures
- • Building Business Letters
- • Form Letters
- • Sample Proposals
Schedule a FREE demonstration and see firsthand how ReferenceConnect can help improve your business. Contact us by email at sales@silverplume.com or call us at 1-800-677-4442.
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