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Sagitta Connect - Insurance Agency Management

Seamlessly sync data between Vertafore Sagitta & Salesforce

Overview

Seamless bi-directional integration of Salesforce and Sagitta helps you drive growth and client experience, save time and improve data accuracy. Producers have better renewal and cross-sell conversations; CSRs are more productive with less data entry.

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  • 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.

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.

Categories

Business Needs
Sales
Agent Productivity
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

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