AMS360 vs. Vertafore Sagitta

Scalability, ease of use, ease of access, integrated services. This solution works for 2 man shops all the way up to 150+ with shared services, etc. Vertafore is working towards a unified look/feel, which will only solidify the need to work with any/all of their products.

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

• Quick entry of new client information
• Instant access to most policy and billing information
• Exceptional reports for management and producers
• Accounting Departments love the direct bill reconciliation
• Certificates of Insurance
• Vehicle ID cards

Incentivized

• 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

• Lacks faster, intuitive, modern User Interface.
• Lacks option to search for data in activities.
• Does not create logs even for closed activities (suspense).

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

This is by far the most robust agency management system I have used that works for all sizes of agencies. Others have better options here or there, but they are highly customized for a specific type of agency. AMS360 is a one size fits all type of solution, and it works well for us.

Incentivized

its decent but needs improvement

Incentivized

ams360 service is excellent. They identify the issue and offer quick solutions

Incentivized

THEY COULD LOAD FASTER

Incentivized

Support responds quickly, and they are very knowledgeable.

Incentivized

NOT ENOUGH TRAINING IN PERSON. IT SEEMS LIKE MORE IN PERSON TRAINING IS NEEDED

Incentivized

ONLINE TRAINING IS THERE FOR WHAT IS NEEDED. THERE ARE TUTORIALS FOR EACH SECTION OF THE PROGRAM

Incentivized

be prepared for a long transition of data

Incentivized

AMS360 is a solid platform to run an insurance agency. Their support during issues is stellar. Our issues came only after we said we needed to pivot a different direction, then everything went to pot.

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

There are definitely endless possibilities with ams360. Its easy scalable to add departments

Incentivized

• Organization - positive
• Wasted time - setting up and correcting set up - negative
• Great staff to work with - positive

Incentivized

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

Incentivized