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ease
features
design
support

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Description

AGENCYMATE serves as your ultimate companion, designed to assist Agents in every facet of their business, and we envision ourselves as an integral part of your agency, functioning as your personal virtual AGENCYMATE. This robust, fully integrated, and automated agency management platform empowers Agents to deliver exceptional service across the entire customer journey, from lead generation to sales and ongoing service, every single day. In a marketplace saturated with various agencies and insurance offerings, selecting a platform that helps you stay ahead and attract clients is crucial! With AGENCYMATE, your agency can begin operations in just a few minutes, thanks to straightforward guides that enable you to dive right into lead management. Impress your potential clients with quick, personalized responses while equipping your team with a seamless lead nurturing process, ensuring no sales opportunity is overlooked! Rather than merely managing your operations, experience the confidence to excel with AGENCYMATE, the comprehensive mobile agency platform crafted by agents specifically for agents, enabling you to reach new heights in your business.

Description

Introducing the comprehensive agency management platform tailored for your insurance enterprise. As you expand either through organic growth or acquisitions, the requirements for a large organization like yours significantly differ from those of smaller, independent agencies. Sagitta offers a specialized insurance solution that accommodates your enterprise demands, facilitating swift growth whether through acquisitions or conventional avenues. Additionally, it caters to your intricate and specialty lines of business, ensuring seamless operations. Experience flexibility at both the user and departmental levels, empowering your agency to operate in a manner that aligns with your unique business model. With advanced accounting and financial features, you can effectively address the specific needs of your agency, ultimately saving valuable time. Furthermore, you can manage access to sensitive information on a user-by-user basis, guaranteeing the security of your data while promoting a culture of accountability. This robust system not only enhances productivity but also positions your agency for future success.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Azure
WorkSmart

Integrations

Microsoft Azure
WorkSmart

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

AGENCYMATE

Country

Australia

Website

agencymate.com

Vendor Details

Company Name

Vertafore

Founded

1969

Country

United States

Website

www.vertafore.com/products/sagitta

Product Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Product Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

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