How to Integrate Client and Policy Data with Sagitta on the XILO Platform

Integrating your client and policy data with Sagitta, an Agency Management System by Vertafore, is straightforward on our platform. Here’s a simple guide to help you understand what’s needed for the integration and how the data flows.

What You Need to Start

Before you can push data into Sagitta, specific credentials are required for both development and production environments. These credentials ensure secure data transfer and system access.

Credentials Required:

Account: Identifier for your account.
Username: Typically, this will be provided by your system administrator.
Password: Ensure this is kept secure and confidential.
Access Code: (if applicable) Additional security layer.
Server Pool: The target server environment where your data will be stored.

These credentials must be securely stored and managed within your organization. They are crucial for both accessing Sagitta and ensuring that your data integration process complies with security protocols.

Data Integration Options

Our platform supports two primary types of data integration with Sagitta:

Insert Client: To add client data into Sagitta.
Insert Policy: To add policy data into Sagitta.

Each of these operations requires specific data points which are transferred using XML formats. Here’s a breakdown of the types of data you can integrate:

Client Data Points

Client Name and Address Details: Includes full name, address, city, state, and postal code.
Contact Information: Phone numbers, fax numbers, and email addresses.
Identification Numbers: Such as FEIN or social security numbers.
Business Information: Details like the date business started, nature of business, etc.
Custom Fields: Any additional data specific to your business needs.

Policy Data Points

Policy Numbers and Client IDs: Unique identifiers for policies and clients.
Transaction Information: Includes transaction types, dates, and follow-up details.
Coverage and Terms: Details about the insurance coverage and contract terms.
Insured Information: Information about the insured party, including birth dates and tax IDs.
Custom Fields: As with client data, additional custom data points can be added as needed.

Example XML Formats (for developers)

To help you understand how to format your data, here are snippets of the XML structures used for integrating client and policy data:

Client XML Example:

<ClientImportRecord> 
  <Guid>unique-guid-here</Guid> 
  <ClientName>Example Client</ClientName> 
  <Addr1>Main St</Addr1> 
  <!-- Additional fields --> 
</ClientImportRecord>

Policy XML Example:

<PolicyImportRecord> 
  <Guid>unique-guid-here</Guid> 
  <ClientInfo> 
    <ClientId>client-id-here</ClientId> 
  </ClientInfo> 
  <!-- Additional fields -->
</PolicyImportRecord>

Getting Started

To begin integrating your data:

Ensure that all required credentials are correctly set up in your system.
Prepare the XML data according to the schemas provided.
Use the specific operations (InsertClient or InsertPolicy) to push data into Sagitta.

For detailed instructions or if you encounter any issues, please consult our technical support team. Integrating with Sagitta can streamline your data management processes, making it easier to maintain up-to-date and accurate client and policy records.