WorkSmart vs. ReferenceConnect AI
A side-by-side comparison based on G2 review data.
| Metric | WorkSmart | ReferenceConnect AI |
|---|---|---|
| Overall rating | 4.1 | 4.3 |
| Review count | 25 | 10 |
| Ease of use | 7.7 | 8.1 |
| Ease of setup | 6.3 | 8.6 |
| Quality of support | 10.0 | 9.3 |
| Meets requirements | 10.0 | 8.6 |
| NPS | 48 | 70 |
| Small Business | 40.0% | 40.0% |
| Mid-Market | 52.0% | 40.0% |
| Enterprise | 8.0% | 20.0% |
| Total page views | 255 | 183 |
| Total LLM citations | 137 | 43 |
WorkSmart
WorkSmart® is a workflow automation and enterprise content management (ECM) solution designed by insurance professionals for insurance agencies. WorkSmart helps agencies eliminate Insurance Distribution Drag by automating workflows, improving visibility, and streamlining agency operations so the right work moves to the right person at the right time. Integrated enterprise content management capabilities keep documents organized and connected to business processes, helping agencies adapt faster, work smarter, and achieve greater Distribution Velocity.
- Ease of Use
- Workflow Efficiency
- Organization
- Download Efficiency
- User Interface
- Comprehensive Information
ReferenceConnect AI
ReferenceConnect AI™ is an AI insurance knowledge base tool designed to help independent agencies, MGAs, and carriers move faster, decide with confidence, and keep business moving. It brings together trusted industry knowledge and AI powered, conversational search so you can turn questions into answers in seconds. Instead of working across fragmented systems and manual processes, you move from research to decision with speed and clarity.