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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.

Highlights

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.

Provider Details

Vertafore, Inc.

Pricing Details

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

Default Plan

$40 USD/user/month

Lowest Starting Price

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