Sync of Accounts, Contacts, and Policy from Sagitta to InsuredMine and Vice Versa

There will be a two-way sync of accounts, contacts, and policies between InsuredMine and Sagitta.

While adding accounts:

The address is the mandatory field in InsuredMine. You will be required to add the address in the contact. If you do not add the address, the contact will not be synced with Sagitta. The address represents the full address including, unit/suite number, street address, zip code, city, and country.

Sagitta View:

InsuredMine View:

Once an account is created in InsuredMine, it will be synced in Sagitta as well. You will be able to search the account by name in the client section. Navigate to the client section and select the client name. Type in the client name to search.

While adding client details in Sagitta, the category stands for the type of contact which will be either: commercial or personal. 

Sync – Both Manual and Auto-Sync

Once you have added a client and saved it in Sagitta, you can then navigate to accounts in InsuredMine and click on the sync button.

There is both manual and auto-sync available while syncing data from InsuredMine to Sagitta and vice versa.

The sync will take 2-3 minutes based on the amount of data.

In Sagitta, if you do not have any active policies added to the account, it will be displayed as Prospect. For example, if you sync an account from InsuredMine to Sagitta, and it does not have any policies in it,  it will be displayed as ‘Prospect’. However, if the account is synced from Sagitta to InsuredMine, it will be displayed as ‘Inactive’. 

The boxes that are outlined in red are mandatory fields.

The agent of InsuredMine is the producer in Sagitta. So, the agent code will be reflected under the Producer section in Sagitta.

In the client details section, all account and contact details will be updated, and in the Policies section, policies will be updated. 

Contacts

Policies

Note: We cannot update the policy from InsuredMine to Sagitta; we can only add and delete it from InsuredMine to Sagitta. 

Datapoint Sync

Detailed Table of all the data point sync