Sagitta a hallmark of the insurance industry, is one of Vertafore’s flagship AMS products. XILO’s integration extends not only to Sagitta but also to other Vertafore rating and AMS solutions. This integration is primarily focused on transferring basic applicant information from XILO Forms into Sagitta thereby enhancing data accuracy and workflow efficiency.
Connecting XILO with Sagitta involves a few setup steps within your Sagitta system using the Web Services API. Once set up, a username and password are created for integration activation by your Customer Success Manager. It’s essential to specify the Sagitta Division, Group, Branch, Department, Account Rep, and Executive for tailored integration. Post XILO Form submission, the data seamlessly integrates into Sagitta, where you can easily locate the client information within the system.
