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One Source vs. Vertafore ReferenceConnect

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    One Source

    Score7.9 out of 10
    N/AOne Source is a Communications Lifecycle Management (CLM) services partner that provides a cohesive view into telecom connectivity portfolio, proactively optimizing expenses and inventory based on business needs and actual usage. They are headquartered in Greenville.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
    One SourceVertafore ReferenceConnect
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    One SourceVertafore 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
    One SourceVertafore ReferenceConnect
    Likelihood to Recommend
    7.5
    (2 ratings)
    9.0
    (1 ratings)
    Support Rating
    -
    (0 ratings)
    10.0
    (1 ratings)
    User Testimonials
    One SourceVertafore ReferenceConnect
    Likelihood to Recommend
    One Source Communications
    One Source is very useful when used for a bigger company. The type of business I use to have it for was very client based. We had many clients calling in and out so we needed to be informed of who and where we are calling. One Source really made it easy for us to work on a day to day basis.
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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
    One Source Communications
    • Informative
    • Accurate
    • fast processing
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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
    One Source Communications
    • Better chats or online troubleshooting options
    • Not too many dislikes
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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
    One Source Communications
    No answers on this topic
    Vertafore
    I have not had to use the support for Vertafore ReferenceConnect.
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    Alternatives Considered
    One Source Communications
    Very similar phone styles. One thing I really enjoyed about One Source is how easy it was to navigate though the pages of our clients.
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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
    One Source Communications
    • Improved speed
    • efficient communication
    • technical issue
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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.
    Incentivized
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