Applied Epic vs. Vertafore Sagitta

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Applied Epic
Score 8.2 out of 10
N/A
Applied Epic is a cloud-based insurance agency management system from Applied Systems, described as advanced and scalable by the vendor, with available integrations with many 3rd party applications.N/A
Sagitta
Score 8.0 out of 10
N/A
Sagitta is offered by Vertafore as their agency management system for larger insurance agencies, MGAs, bankers, and brokerages, featuring its capacity to scale and automate processes for multiple products and locations.N/A
Pricing
Applied EpicVertafore Sagitta
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Applied EpicSagitta
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
Community Pulse
Applied EpicVertafore Sagitta
Considered Both Products
Applied Epic

No answer on this topic

Sagitta
Chose Vertafore Sagitta
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 …
Top Pros
Top Cons
User Ratings
Applied EpicVertafore Sagitta
Likelihood to Recommend
8.0
(5 ratings)
8.0
(1 ratings)
Support Rating
7.0
(2 ratings)
-
(0 ratings)
User Testimonials
Applied EpicVertafore Sagitta
Likelihood to Recommend
Applied Systems
[Applied] Epic is great for holding information but it does take time to enter data correctly if you want to be able to complete reports accurately[.]
Read full review
Vertafore
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.
Read full review
Pros
Applied Systems
  • 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.
Read full review
Vertafore
  • 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.
Read full review
Cons
Applied Systems
  • Some of the questions in the applications are repetitive.
  • The manual is not especially user-friendly - our agency is working on a new one for easier navigation.
  • Better integration with our other software programs would be beneficial to our agency.
Read full review
Vertafore
  • 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.
Read full review
Support Rating
Applied Systems
I have not necessarily used support from Applied Epic directly, but have gone to my trainer who has gone to support. I am usually able to get an answer relatively quickly, so I can assume the support team is very knowledgeable and prompt with their help.
Read full review
Vertafore
No answers on this topic
Alternatives Considered
Applied Systems
I think it's much easier to use applied epic then TAM. More user-friendly and more intuitive. I feel Applied Epic is a much more productive solution.
Read full review
Vertafore
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.
Read full review
Return on Investment
Applied Systems
  • Positive - ease of login/home screen.
  • Positive - ease of search tool.
  • Positive - financial reports.
Read full review
Vertafore
  • Continuity across offices makes work simpler.
  • Ease of use with ImageRight to keep files tied together
Read full review
ScreenShots