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Compare Applied Epic and Sagitta 
Featured Products
At a Glance
Market Segments
Small-Business (71.6% of reviews)
Mid-Market (40.5% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
Applied Epic
Star Rating
(1,556)4.4 out of 5
Market Segments
Small-Business (71.6% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about Applied EpicSagitta
Star Rating
(84)3.9 out of 5
Market Segments
Mid-Market (40.5% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about SagittaSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- 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.
Pricing
Entry-Level Pricing
Applied Epic
No pricing availableSagitta
No pricing availableFree Trial
Applied Epic
No trial information availableSagitta
No trial information availableRatings
Meets Requirements
8.6
1,013
8.2
39
Ease of Use
8.1
1,402
8.0
44
Ease of Setup
7.3
987
7.9
14
Ease of Admin
7.7
441
8.9
11
Quality of Support
8.8
975
8.2
36
Has the product been a good partner in doing business?
8.6
457
9.0
10
Product Direction (% positive)
8.6
1,005
5.8
36
Features by Category
Administration
7.5
710
8.0
18
8.4
783
7.8
17
8.0
720
7.6
21
7.1
649
6.4
13
7.8
768
6.7
20
7.3
612
7.7
15
8.0
767
6.1
16
8.4
779
7.4
16
Insurance Documentation
8.0
727
6.5
13
8.9
814
8.4
21
8.1
751
8.2
23
7.7
654
7.5
12
Categories
Categories
Shared Categories
Applied Epic and Sagitta are categorized as Insurance Agency Management Systems
Unique Categories
Applied Epic has no unique categories
Sagitta has no unique categories
Reviews
Reviewers' Company Size
Applied Epic
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Sagitta
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Insurance
91.7%
Accounting
3.6%
Construction
1.1%
Financial Services
0.7%
Information Technology and Services
0.3%
Other
2.6%
Insurance
86.9%
Accounting
6.0%
Financial Services
2.4%
Computer Software
2.4%
Non-Profit Organization Management
1.2%
Other
1.2%
Discussions
Accounting - Does your agency reconcile direct bill commission statements?
4 Comments
MP
yesRead more
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
TB
If you forward to me your email address I can send to you the Criteria that I use for both.Read more
Sagitta has no discussions with answers
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