BindHQ vs. Vertafore Sagitta

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
BindHQ
Score 7.0 out of 10
Mid-Size Companies (51-1,000 employees)
BindHQ’s agency operating system aims to enable technology-driven MGAs, MGUs & Wholesalers to bind more business and expand their revenue. BindHQ’s cloud-based platform reduces total cost of ownership with no hardware or servers to maintain, reduced upfront capital expenditures, and once the user is live, product upgrades are continuous, and automatic. BindHQ’s integrated, multiple line of business comparative rater instantly inputs, rates and compares…
$300
per month per user
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
BindHQVertafore Sagitta
Editions & Modules
Basic
$300 / user / month
per month per user
Pro
$375 / user / month
per user
Enterprise
Contact Sales
per month per user
No answers on this topic
Offerings
Pricing Offerings
BindHQSagitta
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup Fee$25,000 per installationNo setup fee
Additional Details
More Pricing Information
Community Pulse
BindHQVertafore Sagitta
Top Pros
Top Cons
User Ratings
BindHQVertafore Sagitta
Likelihood to Recommend
9.2
(5 ratings)
8.0
(1 ratings)
Usability
9.1
(1 ratings)
-
(0 ratings)
Support Rating
8.1
(2 ratings)
-
(0 ratings)
User Testimonials
BindHQVertafore Sagitta
Likelihood to Recommend
Owsy LLC
BindHQ is great for the insurance industry. Scenarios in which it is used in accounting:
1. Looking up policies and seeing if they have been paid.
2. Sending out statements and allowing for review of those statements in an organized function. It provides Agency Bill/Direct Bill, Receivables/Payables, Open/Closed.
3. It allows for us to post/offset and make decisions based on producer, carriers, finance companies and agents directions.
Scenarios where it is less appropriate.
1. Outside of the insurance field. But just saying that as for right now. It does not mean that this kind of platform is not usable for other industries, but it would need to be modeled to fit each industry. It has all the core structures needed to help organize and run a business.
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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.
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Pros
Owsy LLC
  • The option for us to CC the BindHQ email to file our correspondence with agents, carriers etc. is my first point for convenience. It is important for us to document just about every piece of every conversation we have and that option makes it seamless to operate efficiently and diligently.
  • It is easy to navigate. Simple as that. The layout is aesthetic and well spaced. The pertinent information pertaining to individual accounts is accessible and placed right across the top of the page.
  • The ability to move from the current account to an expired account or the other way toward the renewal is very helpful. Often we need to access the previous years information and being able to do that just with a simple drop down at the top of the page makes it quick.
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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.
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Cons
Owsy LLC
  • Rating option directly from account input - I would like to see this feature launched so that we could have a single entry feature that can obtain rates from multiple carriers
  • Bdx Reporting - This would help with binding authority business, especially when a monthly report must be sent to a carrier partner
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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.
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Usability
Owsy LLC
BHQ is a user friendly, lightweight program that runs anywhere you have internet access! I use it at home, the office, or even at a nearby coffeeshop. It's hard to beat that kind of mobile work lifestyle particularly in the current world climate
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Vertafore
No answers on this topic
Support Rating
Owsy LLC
It was hit-or-miss in the past but they seem to have taken steps to improve this. As of the past 6 months, they've been pretty quick to patch bugs and fix issues when we report them
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Vertafore
No answers on this topic
Alternatives Considered
Owsy LLC
When comparing these to BindHQ, without a doubt, it is MUCH easier to navigate through AR and AP modules, applying cash, issuing checks, viewing policies, working remotely (no remote desktop), Gmail features with attaching emails to policies. But the main takeaway with what outshines than any other agency management system out there is the smooth transition from moving from AR to AP modules. You just can’t find that anywhere.
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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.
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Return on Investment
Owsy LLC
  • Positive - By streamlining our workflow processes it has allowed our production teams to focus more on production and generating more business and not on backend data entry and time wasting functions that we had with previous systems.
  • Positive - Production teams are now able to work together seamlessly on a single account regardless of employee location allowing for remote working to function without any time restraints
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Vertafore
  • Continuity across offices makes work simpler.
  • Ease of use with ImageRight to keep files tied together
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ScreenShots

BindHQ Screenshots

Screenshot of BindHQ's to-the-minute reporting dashboard provides owners and managers with the tools and insights to manage their companies to higher profitabilityScreenshot of BindHQ's brokerage workflow manager provides submission tracking to help producers track their submissions and personalize their outreach at scaleScreenshot of BindHQ's intuitive UX and UI makes entering submission data a breeze and its smart automations removes the need for duplicative data entry - giving valuable time back to producers to focus on core revenue generating activities