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.
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Zywave Sales Cloud - Agency Management
Score 5.0 out of 10
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BrokerageBuilder is an insurance agency management system from Zywave in Milwaukee, suggested to automate office processes and centralize customer data.
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.
prospects easy to find; however not all current information is listed. The process for importing prospect lists into the agency management system could be streamlined.
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.
The Zywave Customer Support team is phenomenal! Never any complaints. They resolve things quickly. You can call and talk with a real person, submit a chat question, or email them. Their training videos are good—short and sweet. We still use multiple Zywave products in our Benefits, Commercial Lines, and Marketing departments. They are a great company to work with. The implementation/onboarding for all products has been amazing! Training for products has always surpassed the training we received from other vendor partners.
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.
We moved from BrokerageBuilder (BKB) to Epic in June 2019. Epic pros over BKB: You can use Epic for CL, PL, Bonds, and Benefits—one system for your whole agency has a lot of advantages. In Epic, you can drag and drop emails and documents to clients, policies, and activities. Epic has an auto-save feature. Reporting in Epic is better. Epic cons compared to BKB: The design aesthetic of Epic is not as nice as BKB. Navigating Epic is clunky—everything is in multiple layers. Epic is less flexible for custom fields. Epic is designed for CL/PL, so it's not ideal for a Benefits user, although they are improving/investing in the benefits side. BKB is just better for a Benefits user.
