[ Sagitta Reviews ](https://www.g2.com/products/sagitta/reviews) [ Sagitta Reviews ](https://www.g2.com/products/sagitta/reviews) # Sagitta Features ##### ## Administration (20) Accounting Tracking and reporting various financials Contact Management Storing and organizing client contact information Commissions Calculating and administering percentages of policy premiums to be paid to sales representatives on closing a deal Sales Tools Organizing sales representatives' pipelines and tracking the sales process Reporting & Dashboards Compiling visual representations of various types of data Payment Processing Processing credit card and bank payments Email Integration Accessing and sending emails via the platform Task Management Assigning tasks to employees in order to organize and track productivity Third-Party Integrations Set up connections to third-party platforms to improve business processes Accounting Integration Integrate with a third-party accounting system Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Calendar Management Track and manage schedules and meetings via an integrated calendar Pipeline Management Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Commission Management Tracking, calculating, and paying commissions and earnings to employees Email Management Manage, store and organize emails within the system or via third-party apps User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Forms Management Store, manage and track all forms in a centralized location Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Workflow Management Create, design and manage workflows for repetitive tasks Document Management Store, manage, and track all electronic documents in a centralized location Show More ##### ## Insurance Documentation (6) Claims Management Organizing and processing customers' insurance claims Policy Management Maintaining policy and customer information Invoicing & Receipts Creating and organizing insurance invoices and payment receipts Electronic Signatures Sending electronic documents to clients to sign and return electronically Client Management Manage contact details and communication with clients Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Show More ##### ## Additional Functionality (29) Client Portal Private online space that lets businesses securely share documents and provide information access to clients Access Controls/Permissions Define levels of authorization for access to specific files or systems AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Audit Trail A record of all activities within the system, including user access, changes made, etc. Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Commission Calculations Calculate employees' commissions based on certain rules Insurance Rating Activity Tracking Track and document all activities across devices, networks, and other systems API Application programming interface that allows for integration with other systems/databases Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Customizable Branding Add customized logos and colors to align with company branding Document Storage Store and organize documents in a centralized system Property & Casualty Specialized for companies in property and casualty (P&C) insurance sector Configurable Workflow Configure existing workflows to meet your organization's needs Life & Health Businesses operating within the life and health insurance sectors Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Status Tracking Track the status over time for a request, process, asset, or transaction Customizable Forms Customize contracts and forms to collect specific information Generative AI Use AI to generate content in the form of text, images, videos, etc. Document Templates Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Reminders Timed notification for any upcoming task, deadline, appointment, or activity Customizable Reports Alter the layout and content of reports SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Customizable Fields Customize data fields to support various needs and use cases Referral Tracking Log and store the source of contacts/leads Quotes/Estimates Generate quotes or estimates for customers Risk Assessment Initiate collection and analysis of known risks Email Marketing Create and send email blasts/campaigns Show More ## Top-Rated Alternatives [ ![Applied Epic](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_637d6a3179f04c22c82f6327a286b6ad/applied-epic.png "Applied Epic") Applied Epic 4.4/5(1,797) ](https://www.g2.com/products/applied-epic/reviews) [ ![Applied TAM](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_637d6a3179f04c22c82f6327a286b6ad/applied-tam.png "Applied TAM") Applied TAM 3.4/5(56) ](https://www.g2.com/products/applied-tam/reviews) [ ![EZLynx](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_09b4044977e90264fea40d3a76237dcc/ezlynx-ezlynx.png "EZLynx") EZLynx 4.4/5(722) ](https://www.g2.com/products/ezlynx-ezlynx/reviews) [ View All Alternatives ](https://www.g2.com/products/sagitta/competitors/alternatives) Sagitta Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_d2eb52f559f75a44e84a8e52437b0e4d/ams360.png "Product Avatar Image") AMS360 4.3/5(968) [ Compare Now ](https://www.g2.com/compare/ams360-vs-sagitta) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_637d6a3179f04c22c82f6327a286b6ad/applied-epic.png "Product Avatar Image") Applied Epic 4.4/5(1,797) [ Compare Now ](https://www.g2.com/compare/applied-epic-vs-sagitta) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_637d6a3179f04c22c82f6327a286b6ad/applied-tam.png "Product Avatar Image") Applied TAM 3.4/5(56) [ Compare Now ](https://www.g2.com/compare/applied-tam-vs-sagitta) ##### Categories on G2 [ Insurance Agency Management Systems ](https://www.g2.com/categories/insurance-agency-management-systems) ##### Explore More [ Best platforms for tracking multi-cloud expenses ](https://www.g2.com/discussions/what-are-the-best-platforms-for-tracking-multi-cloud-expenses)[ Which presales management software has the best CRM integration and stakeholder collaboration? ](https://www.g2.com/discussions/which-presales-management-software-has-the-best-crm-integration-and-stakeholder-collaboration)[ Are there tools that integrate with data rooms for project management? ](https://www.g2.com/discussions/are-there-tools-that-integrate-with-data-rooms-for-project-management) [ Easy-to-use board meeting software recommendation ](https://www.g2.com/discussions/easy-to-use-board-meeting-software-recommendation)[ Which applicant tracking systems maintain strong candidate engagement throughout multi-stage hiring processes? ](https://www.g2.com/discussions/which-applicant-tracking-systems-maintain-strong-candidate-engagement-throughout-multi-stage-hiring-processes)[ Pros and Cons Details ](https://www.g2.com/products/sagitta/reviews?qs=pros-and-cons) Show More [ Best platforms for tracking multi-cloud expenses ](https://www.g2.com/discussions/what-are-the-best-platforms-for-tracking-multi-cloud-expenses)[ Which presales management software has the best CRM integration and stakeholder collaboration? ](https://www.g2.com/discussions/which-presales-management-software-has-the-best-crm-integration-and-stakeholder-collaboration)[ Are there tools that integrate with data rooms for project management? ](https://www.g2.com/discussions/are-there-tools-that-integrate-with-data-rooms-for-project-management) [ Easy-to-use board meeting software recommendation ](https://www.g2.com/discussions/easy-to-use-board-meeting-software-recommendation)[ Which applicant tracking systems maintain strong candidate engagement throughout multi-stage hiring processes? ](https://www.g2.com/discussions/which-applicant-tracking-systems-maintain-strong-candidate-engagement-throughout-multi-stage-hiring-processes)[ Pros and Cons Details ](https://www.g2.com/products/sagitta/reviews?qs=pros-and-cons)