Likelihood to Recommend Vertafore ReferenceConnect is well suited within an organization with many users, who are trying to turn out policy submissions and gain information quickly. It is also well suited for individuals who are trying to learn more specifically about classes of business, what types of insurance coverage is recommended, and what the policies are based on. It opened my eyes to a lot of exposures for class codes that I was not particularly aware of, due to the fact that I am a new agent, and I would recommend this be used for agents who have less than 5 years experience.
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 It provides a variety of descriptions that allows for correct selection. It provides information not readily available like what a rate is based on. Gives market appetites with some carriers. 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 Sometimes the site navigation is not the most fluid. Sometimes I get logged into a particular carrier's section and have to log out and log back in - not sure the reasoning. It does not always recognize my description so finding the class code is sometimes harder than expected. 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 Support Rating I have not had to use the support for Vertafore ReferenceConnect.
Read full review Alternatives Considered Unfortunately, I have not used any additional software programs like Vertafore ReferenceConnect so I am unable to compare them. I do know that my insurance agency likes the capabilities that it has and is not looking for alternatives at this point - this can only speak to the benefit to the organization.
Read full review 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 Positive impact on rounding out accounts with additional lines of coverage. Positive impact on correctly classifying an account. Positive impact on learning as a new agent. Read full review Continuity across offices makes work simpler. Ease of use with ImageRight to keep files tied together Read full review ScreenShots