# Applied Epic vs Sagitta Comparison --- ## AI Generated Summary - **G2 reviewers report** that Applied Epic excels in overall user satisfaction, boasting a significantly higher G2 Score compared to Sagitta. Users appreciate its robust features, particularly highlighting the efficiency of generating certificates once templates are set up, which streamlines their workflow. - **Users say** that Applied Epic's implementation process is notably intuitive, with many praising the helpful online tutorials that guide them through workflows and client management. This contrasts with Sagitta, where users have expressed a need for more comprehensive onboarding support. - **Reviewers mention** that Applied Epic's advanced data management capabilities are a standout feature, allowing for seamless integration with Office 365 applications and Adobe tools. This level of integration is less emphasized in Sagitta, where users appreciate its account management but desire more advanced reporting functionalities. - **According to verified reviews** , Applied Epic shines in its quality of support, receiving high marks for responsiveness and helpfulness. In comparison, while Sagitta's support is rated positively, it does not reach the same level of acclaim, indicating a potential area for improvement. - **Users highlight** that Applied Epic's continuous technological evolution, particularly its investment in AI, enhances user experience significantly. This forward-thinking approach is less evident in Sagitta, where users value its accounting features but feel it lacks the same innovative edge. - **G2 reviewers note** that while Sagitta offers solid solutions for business managers, Applied Epic's comprehensive feature set and higher satisfaction ratings make it a more favorable choice for small businesses looking for a reliable insurance agency management system. | | Applied Epic | Sagitta | |---|---|---| | **Star Rating** | 4.4 out of 5 | 3.9 out of 5 | | **Total Reviews** | 1,564 | 91 | | **Largest Market Segment** | Small-Business (71.6% of reviews) | Mid-Market (42.9% of reviews) | | **Entry Level Price** | No pricing available | No pricing available | --- ## Top Pros & Cons ### Applied Epic Pros: - Ease of Use (534 reviews) - Features (215 reviews) Cons: - Learning Curve (173 reviews) - Complex Process (139 reviews) ### Sagitta Pros: - Account Management (1 reviews) - Customization (1 reviews) --- ## Ratings Comparison | Rating | Applied Epic | Sagitta | |---|---|---| | **Meets Requirements** | 8.6 (1019 reviews) | 8.2 (39 reviews) | | **Ease of Use** | 8.1 (1410 reviews) | 8.0 (44 reviews) | | **Ease of Setup** | 7.3 (994 reviews) | 7.9 (14 reviews) | | **Ease of Admin** | 7.7 (441 reviews) | 8.9 (11 reviews) | | **Quality of Support** | 8.8 (980 reviews) | 8.2 (36 reviews) | | **Has the product been a good partner in doing business?** | 8.6 (457 reviews) | 9.0 (10 reviews) | | **Product Direction (% positive)** | 8.5 (1011 reviews) | 5.8 (36 reviews) | --- ## Pricing ### Applied Epic #### Entry-Level Pricing No pricing available #### Free Trial No information available ### Sagitta #### Entry-Level Pricing No pricing available #### Free Trial No information available --- ## Features Comparison By Category ### Insurance Agency Management Systems | Product | Score | Reviews | |---|---|---| | **Applied Epic** | 7.9/10 | 866 | | **Sagitta** | 7.4/10 | 24 | #### Administration | Feature | Applied Epic | Sagitta | |---|---|---| | **Accounting** | 7.5 (716 reviews) | 8.0 (18 reviews) | | **Contact Management** | 8.5 (786 reviews) | 7.8 (17 reviews) | | **Commissions** | 8.0 (723 reviews) | 7.6 (21 reviews) | | **Sales Tools** | 7.1 (650 reviews) | 6.4 (13 reviews) | | **Reporting & Dashboards** | 7.8 (771 reviews) | 6.7 (20 reviews) | | **Payment Processing** | 7.3 (614 reviews) | 7.7 (15 reviews) | | **Email Integration** | 8.0 (773 reviews) | 6.1 (16 reviews) | | **Task Management** | 8.4 (782 reviews) | 7.4 (16 reviews) | #### Insurance Documentation | Feature | Applied Epic | Sagitta | |---|---|---| | **Claims Management** | 8.0 (729 reviews) | 6.5 (13 reviews) | | **Policy Management** | 8.8 (821 reviews) | 8.4 (21 reviews) | | **Invoicing & Receipts** | 8.1 (755 reviews) | 8.2 (23 reviews) | | **Electronic Signatures** | 7.7 (655 reviews) | 7.5 (12 reviews) | --- ## Categories **Shared Categories (1):** [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems) --- ## Reviewer Demographics ### By Company Size | Segment | Applied Epic | Sagitta | |---|---|---| | **Small-Business** | 71.6% | 26.4% | | **Mid-Market** | 23.7% | 42.9% | | **Enterprise** | 4.8% | 30.8% | ### By Industry #### Applied Epic - **Insurance:** 91.7% - **Accounting:** 3.6% - **Construction:** 1.1% - **Financial Services:** 0.7% - **Information Technology and Services:** 0.3% - **Automotive:** 0.2% - **Banking:** 0.2% - **Commercial Real Estate:** 0.2% - **Consumer Services:** 0.2% - **Airlines/Aviation:** 0.1% - **Other:** 1.7% #### Sagitta - **Insurance:** 86.9% - **Accounting:** 6.0% - **Financial Services:** 2.4% - **Computer Software:** 2.4% - **Non-Profit Organization Management:** 1.2% - **Events Services:** 1.2% --- ## Alternatives ### Alternatives to Applied Epic - [AMS360](https://www.g2.com/products/ams360/reviews) — 4.3/5 stars (937 reviews) - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (701 reviews) - [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) — 4.4/5 stars (565 reviews) - [Jenesis](https://www.g2.com/products/jenesis/reviews) — 4.7/5 stars (155 reviews) - [HawkSoft](https://www.g2.com/products/hawksoft/reviews) — 4.8/5 stars (84 reviews) - [AgencySmart](https://www.g2.com/products/agencysmart/reviews) — 4.8/5 stars (39 reviews) - [BenefitPoint](https://www.g2.com/products/benefitpoint/reviews) — 4.2/5 stars (115 reviews) - [AgencyBloc AMS+](https://www.g2.com/products/agencybloc-ams/reviews) — 4.7/5 stars (42 reviews) - [FileHandler Enterprise](https://www.g2.com/products/filehandler-enterprise/reviews) — 4.4/5 stars (36 reviews) - [Momentum AMP, formerly Nowcerts](https://www.g2.com/products/momentum-amp-formerly-nowcerts/reviews) — 3.8/5 stars (7 reviews) ### Alternatives to Sagitta - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (701 reviews) - [Applied TAM](https://www.g2.com/products/applied-tam/reviews) — 3.4/5 stars (56 reviews) - [Jenesis](https://www.g2.com/products/jenesis/reviews) — 4.7/5 stars (155 reviews) - [HawkSoft](https://www.g2.com/products/hawksoft/reviews) — 4.8/5 stars (84 reviews) - [iLife Technologies](https://www.g2.com/products/ilife-technologies/reviews) — 4.7/5 stars (78 reviews) - [Bridge Insure](https://www.g2.com/products/bridge-insure/reviews) — 4.6/5 stars (83 reviews) - [AgencyBloc AMS+](https://www.g2.com/products/agencybloc-ams/reviews) — 4.7/5 stars (42 reviews) - [AgencySmart](https://www.g2.com/products/agencysmart/reviews) — 4.8/5 stars (39 reviews) - [NextAgency](https://www.g2.com/products/nextagency/reviews) — 4.8/5 stars (37 reviews) - [FileHandler Enterprise](https://www.g2.com/products/filehandler-enterprise/reviews) — 4.4/5 stars (36 reviews) --- ## Top Discussions ### Applied Epic - Title: [Accounting - Does your agency reconcile direct bill commission statements?](https://www.g2.com/discussions/24373-accounting-does-your-agency-reconcile-direct-bill-commission-statements) — 4 comments, 1 upvote > **Top comment:** "We changed to recording direct bill rather than reconciling about two years ago. It has been much more efficient for our accounting department. We have set..." - Title: [Is there a way to add taxes and fees so that it carries over into the invoicing section?](https://www.g2.com/discussions/is-there-a-way-to-add-taxes-and-fees-so-that-it-carries-over-into-the-invoicing-section) — 3 comments, 1 upvote > **Top comment:** "Taxes and fees are processed as transactions to a policy. You can add custom transactions in Configure>Accounting>Transaction Codes." - Title: [What is the best way to implement Best Practices for reports on renewal and new business retention?](https://www.g2.com/discussions/24564-what-is-the-best-way-to-implement-best-practices-for-reports-on-renewal-and-new-business-retention) — 2 comments, 1 upvote > **Top comment:** "If you forward to me your email address I can send to you the Criteria that I use for both." - Title: [What is Applied Epic used for?](https://www.g2.com/discussions/what-is-applied-epic-used-for) — 1 comment > **Top comment:** "Applied epic is software is an agency management system that insurance agencies and brokers use to keep track and store policy information for customers who..." - Title: [What is the best way to implement Best Practices?](https://www.g2.com/discussions/25557-what-is-the-best-way-to-implement-best-practices) — 1 comment, 1 upvote > **Top comment:** "We use line status to track new business. You probably have a specific line status you use for new business right? This status is available in the..." ### Sagitta No discussions available for this product. --- **Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/applied-epic-vs-sagitta)