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Compare Applied Epic and Sagitta

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At a Glance
Applied Epic
Applied Epic
Star Rating
(1,556)4.4 out of 5
Market Segments
Small-Business (71.6% of reviews)
Information
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about Applied Epic
Sagitta
Sagitta
Star Rating
(84)3.9 out of 5
Market Segments
Mid-Market (40.5% of reviews)
Information
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about Sagitta
AI Generated Summary
AI-generated. Powered by real user reviews.
  • Users report that Applied Epic excels in its Quality of Support, scoring 8.8 compared to Sagitta's 8.2, with many reviewers mentioning the responsiveness and helpfulness of the support team.
  • Reviewers mention that Applied Epic has a more favorable Product Direction score of 8.6, indicating a positive outlook for future updates and features, while Sagitta's score of 5.8 suggests concerns about its development trajectory.
  • G2 users highlight that Applied Epic's Task Management feature is robust, scoring 8.5, which users say helps streamline their workflow effectively, whereas Sagitta's score of 7.4 indicates it may not be as efficient in this area.
  • Users on G2 report that Applied Epic's Email Integration feature is superior, with a score of 8.1, allowing for seamless communication, while Sagitta's lower score of 6.1 suggests limitations in this functionality.
  • Reviewers mention that Applied Epic shines in Claims Management with a score of 8.0, providing comprehensive tools for tracking and processing claims, whereas Sagitta's score of 6.5 indicates it may lack some essential features.
  • Users say that Applied Epic's Policy Management feature is highly rated at 8.9, making it easier to manage policies effectively, while Sagitta's score of 8.4, although good, does not match the level of functionality offered by Applied Epic.
Pricing
Entry-Level Pricing
Applied Epic
No pricing available
Sagitta
No pricing available
Free Trial
Applied Epic
No trial information available
Sagitta
No trial information available
Ratings
Meets Requirements
8.6
1,012
8.2
39
Ease of Use
8.1
1,401
8.0
44
Ease of Setup
7.3
986
7.9
14
Ease of Admin
7.7
440
8.9
11
Quality of Support
8.8
974
8.2
36
Has the product been a good partner in doing business?
8.6
457
9.0
10
Product Direction (% positive)
8.6
1,004
5.8
36
Features by Category
Insurance Agency Management SystemsHide 12 FeaturesShow 12 Features
7.9
856
7.4
24
Administration
7.5
709
8.0
18
8.5
782
7.8
17
8.0
719
7.6
21
7.1
648
6.4
13
7.8
767
6.7
20
7.3
611
7.7
15
8.0
766
6.1
16
8.4
778
7.4
16
Insurance Documentation
8.0
726
6.5
13
8.9
813
8.4
21
8.1
750
8.2
23
7.7
653
7.5
12
Categories
Categories
Shared Categories
Applied Epic
Applied Epic
Sagitta
Sagitta
Applied Epic and Sagitta are categorized as Insurance Agency Management Systems
Unique Categories
Applied Epic
Applied Epic has no unique categories
Sagitta
Sagitta has no unique categories
Reviews
Reviewers' Company Size
Applied Epic
Applied Epic
Small-Business(50 or fewer emp.)
71.6%
Mid-Market(51-1000 emp.)
23.7%
Enterprise(> 1000 emp.)
4.7%
Sagitta
Sagitta
Small-Business(50 or fewer emp.)
27.4%
Mid-Market(51-1000 emp.)
40.5%
Enterprise(> 1000 emp.)
32.1%
Reviewers' Industry
Applied Epic
Applied Epic
Insurance
91.7%
Accounting
3.6%
Construction
1.1%
Financial Services
0.7%
Information Technology and Services
0.3%
Other
2.6%
Sagitta
Sagitta
Insurance
86.9%
Accounting
6.0%
Financial Services
2.4%
Computer Software
2.4%
Non-Profit Organization Management
1.2%
Other
1.2%
Alternatives
Applied Epic
Applied Epic Alternatives
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AMS360
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QQCatalyst
QQCatalyst
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EZLynx
EZLynx
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Jenesis
Jenesis
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Sagitta
Sagitta Alternatives
EZLynx
EZLynx
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Applied TAM
Applied TAM
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Jenesis
Jenesis
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HawkSoft
HawkSoft
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Discussions
Applied Epic
Applied Epic Discussions
Accounting - Does your agency reconcile direct bill commission statements?
4 Comments
Is there a way to add taxes and fees so that it carries over into the invoicing section?
3 Comments
LM
Taxes and fees are processed as transactions to a policy. You can add custom transactions in Configure>Accounting>Transaction Codes.Read more
What is the best way to implement Best Practices for reports on renewal and new business retention?
2 Comments
Tina B.
TB
If you forward to me your email address I can send to you the Criteria that I use for both.Read more
Sagitta
Sagitta Discussions
Monty the Mongoose crying
Sagitta has no discussions with answers