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Sagitta Connect - Insurance Agency Management

By Vertafore, Inc.

Seamlessly sync data between Vertafore Sagitta & Salesforce

No Ratings
Starting at $40   USD/user/month
Business Need
Sales
Agent Productivity
Requires
Sales Cloud

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.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Professional
Enterprise
Unlimited

App Details

Version
SagittaConnect/SagittaConnect 1.34.0
Listed On
04/28/2023
Latest Release
04/28/2023
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 27
Custom Tabs: 15
Custom Apps: 1
Lightning Components
Global: 8
App Builder: 5
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.

Additional Details

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.

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Vertafore, Inc.

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