Sagitta-BenefitPoint Integration

BenefitPoint Integration lets you send client and policy data from BenefitPoint to Sagitta.

BenefitPoint Commission Statement Download lets you import and process Commission statements from BenefitPoint.

BenefitPoint Transaction/LOB Mapping lets you route incoming BenefitPoint transactions to multiple major account numbers to track commission from different segments of your benefits business.

Prerequisite

Before your Sagitta system can integrate with BenefitPoint, you must complete personalization for all three functions in Sagitta. Refer to the Sagitta-BenefitPoint Configuration Guide.