Featured Integration
Integrate Sagitta with InsuredMine
Sync Options: Through two-way integration, any data points related to Accounts, Contacts, and Policies, will flow between InsuredMine and Sagitta.
What it does:
Sync account/contacts/policy data, share accounts/contacts/policies, and sync updates changes manually or automatically. For policy sync, If there is an active account, only then the policy will be synced, and that too from Sagitta to IM.
Benefits:
Requirements:
Address Field Mandatory: Ensure that the address field is mandatory when adding accounts or contacts in InsuredMine. Contacts/ accounts without addresses cannot be synced with Sagitta. While adding any policy you have to fill in specific details like carriers and categories otherwise the policy won’t be able to sync.
Manual and Auto-Sync Options: Provide both manual and automatic sync capabilities for data transfer between InsuredMine and Sagitta.
How to connect Sagitta with InsuredMine?
See Why Agencies Manage Over $8 Billion In Premium with InsuredMine
Kash Fadaie
President
To scale, we were looking at a technology for salespeople to grow faster and spend less money on leads that won’t work and campaigns that could be better. We needed a sense of consciousness. So InsuredMine is that technology that gives us more consciousness, more awareness.
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Marketing Specialist
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President
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AGENCY PARTNER
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Owner
It’s on all of our computers all day long. InsuredMine has fundamentally changed how we operate.
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Sales & Marketing
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Owner
The eSignature feature was a game-changer for our agents, especially because you can text it to clients. But it needs to be more mobile-optimized, especially for our older clientele.
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Owner
As our agency grew and we hired more staff, we realized that a significant challenge was keeping up with client communications. When dealing with multiple new business prospects, it often takes numerous communication attempts, such as calls, emails, texts, and more, before a client responds positively. On average, it takes about eight communication points before a client expresses interest or readiness. Managing these interactions becomes overwhelming as the number of clients and prospects increases week by week.
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President
The eSignature feature is a standout. It not only improves our efficiency but also enhances our client service. Plus, the cost savings are a huge bonus.
