EZLynx in Texas offers their Agency Management System as a system for centralizing and managing customer information and automation for the daily workflow.
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Sagitta
Score 8.0 out of 10
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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.
EZLynx seems to be well suited for any size insurance agency. The capabilities seem to be endless with the only caveat being the integrated homeowner rating system. EZLynx fits all the categories that a management system should fit for any size insurance agency. About the only scenario I can think of that EZLynx would not be appropriate would be doing the financial books for an agency, but than again, what agency management does.
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.
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.
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.
Very user friendly software and they continue to improve it. We choose it as its "insurance centric" and most features are great. Training is good but some could be updated as they make changes. Would like to see some additional user options added for some tracking capabilities. But it works well for our agency
While QQ Evolution was a very good agency management platform its time was coming to an end because of the lack of portability. Which is one of the reasons why we made the switch over to EZLynx. The other issue with QQ Evolution was the massive amount of time needed to do end of the month commissions. EZLynx has solved this problem with their much simpler and easier to use commission interface.
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.
