Sagitta Connect

Insurance Agency Management

By Vertafore, Inc.Agent Productivity

About Sagitta Connect

Seamlessly sync data between Vertafore Sagitta & Salesforce

HOW IT WORKS Insurance agencies can sync Salesforce data with their Sagitta agency management system

Sync Salesforce data:

Accounts Contacts Opportunities Policy Information Tasks

Sync Sagitta data:

Client Contact Policy Activity

After setup, the initial data sync populates customer policy data from Sagitta into SFDC.

When a producer creates a new opportunity, the connector transfers to Sagitta as a client.

When a CSR needs to create a quote, Salesforce prospect data populates a policy in Sagitta.

The client prospect agrees to the policy purchase, the opportunity is closed-won in Salesforce, and the CSR is notified to create a policy.

The policy appears in Salesforce where a producer can use the information as a reference for client engagement.

GROW SALES, BETTER CLIENT EXPERIENCE, IMPROVED DATA ACCURACY & INSIGHTS GROW SALES Relationships: informed & timely conversations with insight on client needs Proactive: informed cross-sell recommendations Capacity: process more quotes faster
BETTER CLIENT EXPERIENCE Free-up time to build stronger client relationships and concentrate on advising Eliminate duplicate data entry, saving hours per policy Faster response time on quotes Be a better advisor with more complete client info
CLEANER DATA - FEWER ERRORS Mitigate potential for manual entry error Eliminate potential E&O risk More holistic reporting from both systems Prepare for AI and analytics, more and cleaner data.

Paid, from $40 per user per month.

Sagitta Connect plans
Plan	Price	Billed
Default Plan	$40 per user	Monthly

Please reach out to your Vertafore account manager for pricing information.

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