Sagitta Connect - Insurance Agency Management for Salesforce
- Category rank
- #222 in Agent Productivity
- Price from
- $40 / user / month (USD)
- Listing audit
- 67/100
Sagitta Connect - Insurance Agency Management is a Salesforce AppExchange app by Vertafore, Inc..
Sagitta Connect - Insurance Agency Management is the #222 ranked Agent Productivity app on Salesforce, as a paid app, as of Nov 11, 2026.
AppRanks verdict
Generated from marketplace data as of Nov 11, 2026
Sagitta Connect - Insurance Agency Management ranks #222 of 316 in Agent Productivity on Salesforce. It has no reviews on Salesforce yet. There is no free plan — compare the paid plans below before installing.
Pros
- +Listed on Salesforce since 2023
Cons
- −No reviews yet — fit and reliability are unverified by other merchants
- −No free plan (paid) — evaluation needs a paid plan or a trial
About Sagitta Connect - Insurance Agency Management
How Sagitta Connect - Insurance Agency Management works
HOW IT WORKS Insurance agencies can sync Salesforce data with their Sagitta agency management system
Sync Salesforce data:
Accounts Contacts Opportunities Policy Information Tasks
Sync Sagitta data: Client Contact Policy Activity
After setup, the initial data sync populates customer policy data from Sagitta into SFDC.
When a producer creates a new opportunity, the connector transfers to Sagitta as a client.
When a CSR needs to create a quote, Salesforce prospect data populates a policy in Sagitta.
The client prospect agrees to the policy purchase, the opportunity is closed-won in Salesforce, and the CSR is notified to create a policy.
The policy appears in Salesforce where a producer can use the information as a reference for client engagement.
Key features
- GROW SALES, BETTER CLIENT EXPERIENCE, IMPROVED DATA ACCURACY & INSIGHTS GROW SALES Relationships: informed & timely conversations with insight on client needs Proactive: informed cross-sell recommendations Capacity: process more quotes faster
