AgencyBloc AMS+ vs. Vertafore Sagitta

It is web based so you can access the system from anywhere. It is easy to customize

Incentivized

Sagitta is a mostly simple, get the job done, type of client management tool. It is best suited for insurance agencies with a big book of clients and also use ImageRight, the sister program to Sagitta. It is not appropriate if you also need a sales type tool for producers. This is definitely a back of house type of program.

Incentivized

• CRM
• SALES
• Customer Service
• data repository

• Simplicity. This software isn't the flashiest but it does store a ton of information and keeps it all in one place.
• Works well with a file storage system called ImageRight. That way you can jump over to the policy you're referencing with ease.
• Breadth of information. We have been able to add several tabs that make sagitta able to handle not only policy info, but claims, contacts, accounting, billing ,etc.

Incentivized

• Outlook Plug-in. currently it is a two step process. Ideally, drag and move emails to each activity or client would be a real time saver.

Incentivized

• Visuals. It is not a visually appealing software.
• Ability to handle info that doesn't fit existing fields exactly.
• Inability to save unless specific fields are input. Sometimes, information just isn't readily available and Sagitta will not let you save unless you have put something into certain fields.

Incentivized

It works well.

it is generally easy to use and quiet effective.

great support

Not bad for a roll out.

AgencyBloc is so easy to use. User Friendly. Easy navigation between tabs. Information is readily available and not buried under deep information tree. It is probably the best system for small agency

Incentivized

I have very limited use of Epic but I did find it to be much more user friendly. I did not make the choice for Sagitta, that was done well above my role. People who I have met that have used both seem to prefer Applied Epic. I like and am comfortable with Sagitta and would not stop someone from using it.

Incentivized

• Most Agency Management systems are expensive. AgencyBloc is really affordable.

Incentivized

• Continuity across offices makes work simpler.
• Ease of use with ImageRight to keep files tied together

Incentivized