Likelihood to Recommend
A new thing we love about TAM is the opportunity section. You can create an opportunity for your producer when you get a prospect -and it really keeps track of the progress and also his book of business. This is one area that works well for my department. I love the search/filter as well. This program is SO user-friendly. It's a great tool all around no matter which department you are in.
Read full review 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 TAM saves my work by letting me attach documents directly to policies or activities so I can have it for documentation or to review at a later time. I also love the expiration report. It lets you know which accounts are coming up for renewal so you can be prepared to talk with your clients. Creating activities is another another plus. It keeps my work organized and also is a great reminder when something is coming due or needs attention. Read full review 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 After I attach something there is always a pop up telling me that "doc" has been attached. It pops up at the bottom of my screen and I constantly have to "x" out of it. It's not too big of a deal-just an inconvenience. Read full review 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 Alternatives Considered
I've used applied tam and EPIC. I believe EPIC is the NEW TAM? I love both products. I think Epic is a little bit more user-friendly and less clicking. TAM wanted to make an "activity" for everything-where Epic I feel like the choice is yours, which really frees up some clutter/space on my home screen. I love both products though.
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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
. I like and am comfortable with Sagitta and would not stop someone from using it.
Read full review Return on Investment Continuity across offices makes work simpler. Ease of use with ImageRight to keep files tied together Read full review ScreenShots