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Cass Telecom Expense Management (TEM) vs. Vertafore ReferenceConnect

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Cass Telecom Expense Management (TEM)

    Score8 out of 10
    N/ATelecom Expense Management from Cass Information Systems handles procurement, asset management, service optimization, change management, financial audit and payment management for large telecom companies.N/A

    Vertafore ReferenceConnect

    Score8 out of 10
    N/AVertafore offers ReferenceConnect, an information system for insurance agencies' business needs and to better serve clients.N/A
    Pricing
    Cass Telecom Expense Management (TEM)Vertafore ReferenceConnect
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    Cass Telecom Expense Management (TEM)Vertafore ReferenceConnect
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    User Ratings
    Cass Telecom Expense Management (TEM)Vertafore ReferenceConnect
    Likelihood to Recommend
    8.0
    (1 ratings)
    9.0
    (1 ratings)
    Support Rating
    -
    (0 ratings)
    10.0
    (1 ratings)
    User Testimonials
    Cass Telecom Expense Management (TEM)Vertafore ReferenceConnect
    Likelihood to Recommend
    Cass Information Systems
    CASS Telecom expense management system provides a complete solution to manage the telecom expenses, service providers, and setting up of personal and company devices to the company plans. The provider has various range of plans to work around and choose from—a friendly application to manage telecom expenses. The team at CASS has been fantastic to work with. They really do a great job in terms of streamlining the Telecom Expense Management process and helping our company find ways to reduce our Telecom expenses.
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    Vertafore
    Vertafore ReferenceConnect is well suited within an organization with many users, who are trying to turn out policy submissions and gain information quickly. It is also well suited for individuals who are trying to learn more specifically about classes of business, what types of insurance coverage is recommended, and what the policies are based on. It opened my eyes to a lot of exposures for class codes that I was not particularly aware of, due to the fact that I am a new agent, and I would recommend this be used for agents who have less than 5 years experience.
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    Pros
    Cass Information Systems
    • Invoice Payments.
    • Streamlining the Telecom Expense Management process.
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    Vertafore
    • It provides a variety of descriptions that allows for correct selection.
    • It provides information not readily available like what a rate is based on.
    • Gives market appetites with some carriers.
    Incentivized
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    Cons
    Cass Information Systems
    • Initial integration and configuration took some time.
    • Modernize portal.
    • Limited customisation available.
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    Vertafore
    • Sometimes the site navigation is not the most fluid.
    • Sometimes I get logged into a particular carrier's section and have to log out and log back in - not sure the reasoning.
    • It does not always recognize my description so finding the class code is sometimes harder than expected.
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    Support Rating
    Cass Information Systems
    No answers on this topic
    Vertafore
    I have not had to use the support for Vertafore ReferenceConnect.
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    Alternatives Considered
    Cass Information Systems
    Overall the functionality and feature set of Cass Telecom Expense Management (TEM) was seen as greater than the alternatives that were assessed at the time. Furthermore, the pricing of the platform was also competitive, which made it an easy decision to choose Cass as the platform that we would select.
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    Vertafore
    Unfortunately, I have not used any additional software programs like Vertafore ReferenceConnect so I am unable to compare them. I do know that my insurance agency likes the capabilities that it has and is not looking for alternatives at this point - this can only speak to the benefit to the organization.
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    Return on Investment
    Cass Information Systems
    • Streamlined existing processes enabling employees to work on the things that are important.
    • Enabled us to find new ways to reduce Telecom costs.
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    Vertafore
    • Positive impact on rounding out accounts with additional lines of coverage.
    • Positive impact on correctly classifying an account.
    • Positive impact on learning as a new agent.
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