Reference Connect Features

Question 1

Risk Profiles

Answer 1

RefConn
- Clarify and price risks accurately
- Recommend coverages to a client
- address the exposures, available coverages and how to write the business to properly cover the client

Question 2

Risk Survey

Answer 2

RefConn
- Address the exposures and available coverages of a risk
- Streamline the submission process with accurate information, cut the back and forth with the underwriter
- Mitigate E&O

Question 3

Recommended Coverage

Answer 3

RefConn
- Document what’s accepted or declines by the client, mitigating E&O
- At renewals time, refer to the checklist to round the account