Building the tools that will define the future of work
Our systems automate over 80% of the work that happens within the brokerage so that you can focus on spending time with your clients and growing the business.
The Agency Operating System that helps you grow
Our AI-enabled workflow is built around the core Agency Operating System that lives within all related functions of the business. Your team goes from doing the work to reviewing and approving the work, and in turn, spending more time with the people that matter: your clients.
Give your clients the best customer experience
Your clients now have access to a customer portal where they can view all of their policies, documents, and certificates, as well as submit and manage claims and payments.
FIG. 01 — CLIENT PORTAL / DASHBOARD
“The Sagent platform saves me several hours every time I need to prepare a proposal or remarket a policy. Things like loss runs or COIs are now completely automated.”
We meet your stack where it lives
Sagent connects to the agency management systems and tools your team already uses. We do not ask anyone to learn a new piece of software.