What users are saying about

Applied Epic

5 Ratings

Sagitta

1 Ratings

Applied Epic

5 Ratings
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Score 8.2 out of 101

Sagitta

1 Ratings
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Score 8 out of 101

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Likelihood to Recommend

Applied Epic

Agency management for larger P&C driven agencies that are looking for standardization across their business. The system really allows you to track and see when activities are being created and completed, where an account is in the marketing process (or renewal process). It also is a great data warehouse when looking to consolidate.
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Sagitta

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.
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Pros

  • Account Management - I like the way the system organizes the data for each account. It is easy to search and find any client we are looking for and then once within that record, it is easy to navigate to the necessary policy or screen.
  • Task Management - once everyone was trained and on the same page, the ability to move tasks within the system from one person to the next really helps with the "passing the baton" from one team member to another. The task will come right up on the initial screen so the user knows they have something new to do.
  • Reporting - the system drives the majority of the reporting we do as an agency and it is great when working within the system.
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  • 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.
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Cons

  • Employee Benefits Agency Management - we found that Epic could not be used to support our EB business and as such now have a bridge between the two systems. It would be fantastic if that was all integrated into one.
  • Contract Management - its hard to management/update account specific contacts especially for large companies that have changed and many points of contact
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  • 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.
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Alternatives Considered

Applied Epic was more robust than some of the other systems we looked at. It had the ability to be configured to work with very large fortune 1000 companies all the way down to personal lines business which was advantageous for us.
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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.
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Return on Investment

  • Consolidated from multiple systems to one for P&C - reduced spend on maintenance of those systems and centralized our support making life easier for IT.
  • Positive impact on the time spent actually putting information into the system. Previously TAM was used and that system was hard to navigate and use.
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  • Continuity across offices makes work simpler.
  • Ease of use with ImageRight to keep files tied together
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Pricing Details

Applied Epic

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Additional Pricing Details

Sagitta

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Additional Pricing Details