ReferenceConnect: Make Your Commercial Lines Team Overnight Experts

Presented by Kevin Wheeler, CIC, CPIA, CFI

Your commercial lines team doesn’t need to know every answer, but they should know how to find it.

From unfamiliar industries and complex exposures to coverage questions that go beyond the application, commercial lines employees are expected to provide knowledgeable answers quickly. ReferenceConnect gives them access to trusted insurance publications, risk information, coverage guidance, class codes, forms, checklists, and more - all from one central resource.

In this live demonstration, Kevin Wheeler shows how ReferenceConnect and its AI-powered search capabilities can help your team:

• Research risks
• Prepare for prospect conversations
• Ask better underwriting questions
• Explain complicated topics in language clients can understand

You’ll see how the platform can help employees move beyond basic applications, uncover important exposures, and approach both clients and underwriters with greater preparation and confidence.

Whether you want to accelerate a new employee’s development or give your existing commercial lines team a more powerful research tool, this webinar reveals how ReferenceConnect can help them work (and sound) like industry experts.