COREFIN Broker Solution vs. Vertafore Sagitta

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.

Incentivized

• 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.

Incentivized

• Visuals. It is not a visually appealing software.
• 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.

Incentivized

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.

Incentivized

• Continuity across offices makes work simpler.
• Ease of use with ImageRight to keep files tied together

Incentivized