# Sagitta Reviews **Vendor:** Vertafore **Category:** [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems) **Average Rating:** 3.9/5.0 **Total Reviews:** 91 ## About Sagitta Sagitta® is an agency management system purpose-built for large and enterprise independent insurance agencies. Large agencies depend on specialized technology that grows and flexes to accommodate their rapid changes. Sagitta is designed to grow quickly with an expanding enterprise agency. Sagitta is also a central solution for AgencyOne®, Vertafore’s integrated platform that connects an agency’s business. AgencyOne provides one interface across platforms, so users can log into their favorite Vertafore products with a single sign-on, enjoy a 360-degree client view, find information quickly with one search, and navigate quickly across solutions. Independent insurance agencies leverage Sagitta to: Tailor workflows to manage complex business: Large agencies have large, complex processes. The agency management systems that provide out-of-the-box workflows, forms, fields, and functions don’t cut it for enterprise-sized businesses. Sagitta is highly customizable and allows users to tailor every aspect of the solution to meet individual needs and preferences. Scale quickly as business needs change and grow: Sagitta can handle large volumes of data and users, so it scales as a business grows. Sagitta can keep up with the rapid growth that defines enterprise-level agencies. Secure and control sensitive data: Your data is critical. Sagitta provides robust security features to protect critical data. The solution is configured to restrict data access to designated roles. Audit trails provide a clear view of all system activity, ensuring data integrity and security. Build custom reports and analytics: Large insurance agencies run on data, and Sagitta can handle it. The capacity to analyze complex data is unmatched by any other AMS on the market. Manage advanced accounting tasks: Sagitta’s accounting capabilities are designed to manage large agencies' enterprise-level financial transactions. This advanced accounting capacity means large independent agencies have access to: Automate direct bill reconciliation: Save time and reduce errors with automated invoice matching and reconciliation. Manage accounts payables: Gain precise control over your payables with itemized records and streamlined check processing. Leverage dedicated enterprise-level support and implementation: Implementing and maintaining an enterprise-level AMS is a significant undertaking that requires enterprise-level implementation and support. Vertafore is present and ready to guarantee smooth onboarding, employee adoption, and solution configuration from adoption to full speed ahead. When agencies adopt Sagitta, Vertafore is with them every step of the way. ## Sagitta Pros & Cons **What users like:** - Users appreciate the **streamlined account management** of Sagitta, providing effective solutions for business managers. (1 reviews) - Users value the **ability to customize information** in Sagitta, enhancing their overall experience and satisfaction. (1 reviews) - Users value the **secure storage of multiple data points** , enabling extensive reporting capabilities with peace of mind. (1 reviews) - Users value the **robust reporting capabilities** of Sagitta, enabling limitless insights from securely stored data. (1 reviews) ## Sagitta Reviews ### 1. Customizable and Robust Accounting Tool with Room for Integration **Rating:** 3.5/5.0 stars **Reviewed by:** logan b. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Sagitta?** I like the customizability and data access in Sagitta. The combination of the accounting system and reporting functions is also really beneficial. The ability to pull all data and customize how it's input makes a big difference, and the accounting side blends well with the reporting system. **What do you dislike about Sagitta?** I find the responsiveness an issue and the interface feels aged. There's also a need for better integration with third-party software. Improving and updating much of the user screens and experience, and introducing a more comprehensive API system would be beneficial. **What problems is Sagitta solving and how is that benefiting you?** Sagitta organizes our data, stores all accounting entries, and combines the accounting side with a reporting system. The ability to pull all data and customize input is key. ### 2. Seamless Client Support with Sagitta's Integrations **Rating:** 3.5/5.0 stars **Reviewed by:** Tracey W. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 15, 2026 **What do you like best about Sagitta?** I like that Sagitta serves as a single source of reporting for forecasting and client contact information. I really appreciate Sagitta's ability to integrate with various applications like InsurLink, ImageRight, and PL Rater, which makes supporting our clients more seamless. **What do you dislike about Sagitta?** Some areas, such as proposal builder, could be improved by applying newer technology. **What problems is Sagitta solving and how is that benefiting you?** Sagitta provides a single source for forecasting and client contact info, making reporting seamless. Integrations with apps like InsurLink and ImageRight enhance client support. ### 3. Essential Tool for Agency Policy Management **Rating:** 5.0/5.0 stars **Reviewed by:** Brittnie H. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Sagitta?** I like the policy page functionality in Sagitta because it lets me see everything at once. The grid is particularly beneficial for those who are logical and prefer that kind of view. From what I've heard, the initial setup was great. **What do you dislike about Sagitta?** Some of the interfaces could be updated. Update UI and other visual attributes. **What problems is Sagitta solving and how is that benefiting you?** I use Sagitta for policy management, helping me stay on top of renewals and other transactions. ### 4. Highly Customizable, Needs Better Proposal Features **Rating:** 4.5/5.0 stars **Reviewed by:** Liz Z. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Sagitta?** I like Sagitta's ability to customize for our specialty business. **What do you dislike about Sagitta?** Certificate generation is cludgy, and the proposals just don't generate well. They don't pull all our specialty info, and the proposals are very plain. The initial setup was also time-consuming due to specialty information. **What problems is Sagitta solving and how is that benefiting you?** I use Sagitta to manage all client data, invoicing, accounting payables, and vendors. ### 5. Robust for Large Agencies, Simplifies Invoicing **Rating:** 3.5/5.0 stars **Reviewed by:** Brian R. | Enterprise (> 1000 emp.) **Reviewed Date:** April 15, 2026 **What do you like best about Sagitta?** I find Sagitta to be robust for a large agency. The Epay integration makes customer invoicing simple for our trust accounting team. **What do you dislike about Sagitta?** Faster time to implement requested changes. **What problems is Sagitta solving and how is that benefiting you?** Sagitta acts as our system of record and simplifies customer invoicing for our trust accounting team with the Epay integration. ### 6. Easy to Use with Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Timothy K. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Sagitta?** I like the ease of use of Sagitta. It makes accessing accounting reports effortless. The initial setup was also easy, which I really appreciated. **What do you dislike about Sagitta?** having to press the multi button **What problems is Sagitta solving and how is that benefiting you?** I use Sagitta for easy access to accounting reports and enjoy its ease of use. ### 7. Easy Setup, Effective for Agency Accounting **Rating:** 3.5/5.0 stars **Reviewed by:** Earline S. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Sagitta?** I like how Sagitta assists with agency accounting, especially the feature of adding to different divisions, and I found the initial setup to be easy. **What do you dislike about Sagitta?** nothing **What problems is Sagitta solving and how is that benefiting you?** I use Sagitta for agency management, specifically for agency accounting, and I like adding to different divisions. ### 8. Sagitta 2025 **Rating:** 3.5/5.0 stars **Reviewed by:** shirell r. | Enterprise (> 1000 emp.) **Reviewed Date:** May 07, 2025 **What do you like best about Sagitta?** Flexibility. Ability to handle most any challenge thrown at it. **What do you dislike about Sagitta?** Timeline and complexity involved with customization. **What problems is Sagitta solving and how is that benefiting you?** Sagitta is our primary Agency management system and makes it possible to properly service our accounts no matter the type or department. ### 9. Sagitta is life **Rating:** 4.0/5.0 stars **Reviewed by:** Jesse P. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 07, 2025 **What do you like best about Sagitta?** Data is power. Securely storing multiple data points allows for boundless reporting. **What do you dislike about Sagitta?** Data verification is lacking. Validate fields such as email and phone number. **What problems is Sagitta solving and how is that benefiting you?** Storehouse for client and accounting data ### 10. Sagitta great for large agencies **Rating:** 4.5/5.0 stars **Reviewed by:** joyce o. | Enterprise (> 1000 emp.) **Reviewed Date:** May 08, 2025 **What do you like best about Sagitta?** accounting & ability to reconcile to GL & trial balance **What do you dislike about Sagitta?** not able to invoice inter divisionally, but coming soon **What problems is Sagitta solving and how is that benefiting you?** tracking producers & production credit ### 11. Sagitta could be more user friendly **Rating:** 3.5/5.0 stars **Reviewed by:** Marianne W. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 07, 2025 **What do you like best about Sagitta?** Ability to customize the information we enter **What do you dislike about Sagitta?** doesn't follow acord forms easily. should be more intuitive **What problems is Sagitta solving and how is that benefiting you?** our program business is able to customize fields ### 12. Sagitta **Rating:** 5.0/5.0 stars **Reviewed by:** Mallori L. | Enterprise (> 1000 emp.) **Reviewed Date:** May 08, 2025 **What do you like best about Sagitta?** Streamlined account management and solutions for business managers **What do you dislike about Sagitta?** Enhancement solutions for large scale agencies **What problems is Sagitta solving and how is that benefiting you?** account management ### 13. Sagitta is a great product but needs improvements. **Rating:** 5.0/5.0 stars **Reviewed by:** Brenda O. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 02, 2024 **What do you like best about Sagitta?** Its user friendly and the required fields are highlighted so you know what needs to be entered. Also like some of the help features that it gets you information about the field or area on how to use it. **What do you dislike about Sagitta?** Need more info on reporting features. How to and what the repots are for and can benefit your agency. **What problems is Sagitta solving and how is that benefiting you?** Sagitta has built in reports that help the accounting team, however we would like more reporting, easy to use features to help with financials. ### 14. Excellent Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Jaime J. | Personal Lines Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 11, 2022 **What do you like best about Sagitta?** It's very user-friendly, and if there is an issue, the response time for help is very rapid. **What do you dislike about Sagitta?** Sagitta is a little dated, but I know they are working diligently to make updates. **What problems is Sagitta solving and how is that benefiting you?** I don't know that they are necessarily solving any problems. ### 15. Excellent Agency Management Software **Rating:** 5.0/5.0 stars **Reviewed by:** Brittnie V. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 12, 2024 **What do you like best about Sagitta?** It's a very robust system, can do a lot of tasks. When filled out correctly, can contain most of the insurance detail you could possibly need. **What do you dislike about Sagitta?** There are a few bugs when you drill down to policy level functions. Certificate issuance can use a little updating. **What problems is Sagitta solving and how is that benefiting you?** Helping us keep all of our data in one platform, it's a very robust database. ### 16. It is very good with the accounting programs and surpasses other systems **Rating:** 4.0/5.0 stars **Reviewed by:** Jean F. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 02, 2024 **What do you like best about Sagitta?** We are very pleased with the product and it has robust accounting features **What do you dislike about Sagitta?** i am in accounting and Sagitta does not have any bank reconcillation process within the system, so we have to complete this process outside using 3rd party **What problems is Sagitta solving and how is that benefiting you?** it makes the process of completing our accounting tasks very easy ### 17. worked on Sagitta at MMA **Rating:** 4.5/5.0 stars **Reviewed by:** Monica E. | Enterprise (> 1000 emp.) **Reviewed Date:** April 03, 2024 **What do you like best about Sagitta?** Ad hoc reports - add client screen outlines all critical information needed **What do you dislike about Sagitta?** I like everything about Sagittan- policy screen is not alwasys easy to read **What problems is Sagitta solving and how is that benefiting you?** efficienciecy ### 18. Agency Management **Rating:** 4.0/5.0 stars **Reviewed by:** Jamie C. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 02, 2024 **What do you like best about Sagitta?** Very Customizable, for our soecialized agency **What do you dislike about Sagitta?** Proposal Buikder needs some work to be great **What problems is Sagitta solving and how is that benefiting you?** Handling policies and certs for our clients ### 19. For insurance data management, Sagitta is user friendly and easy to learn. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** April 02, 2024 **What do you like best about Sagitta?** The ease of use and the improvement Vertafore has been working on. **What do you dislike about Sagitta?** The accounting features need some enhancing. Need more real time data and more customizable reports would be nice. **What problems is Sagitta solving and how is that benefiting you?** I work more on the accounting side, and the current reports are useful in maintaining payables and receivables. ### 20. Easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** April 02, 2024 **What do you like best about Sagitta?** Very organized and easy to use. Great intergration with ImageRight **What do you dislike about Sagitta?** Need more space on items under the basic client screens **What problems is Sagitta solving and how is that benefiting you?** Great ### 21. Sagitta is user friendly and has great support **Rating:** 5.0/5.0 stars **Reviewed by:** Tabatha K. | Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 04, 2022 **What do you like best about Sagitta?** It is very user-friendly, and for any reason, if you are stuck, the Help and training tabs are very helpful. It has an easy learning curve, and they make frequent Updates. **What do you dislike about Sagitta?** My only problem I have is sometimes when there is a new update sometimes it act weirds. But usually it is resolved quickly or if you have to contact support they are quick to reply with an work around. **What problems is Sagitta solving and how is that benefiting you?** Sagitta lets me access my clients quickly and efficiently. I can see all their policies at a glance and update any personal information quickly. I also like the My Recent Client tab as I use this frequently. It is very easy to also produce Auto ID Cards or Endorsements for signature using the Forms feature. ### 22. I've worked on Sagitta since 2004 and love it. **Rating:** 4.5/5.0 stars **Reviewed by:** Marilyn A. | P&C Trainer/QC, Mid-Market (51-1000 emp.) **Reviewed Date:** November 04, 2022 **What do you like best about Sagitta?** It allows policy information to be detailed correctly into the database and pulls to our Standard Proposal and Schedules of Insurance. Invoicing is extremely easy and correcting an invoice is a snap. **What do you dislike about Sagitta?** I wish that Sagitta had a way for us to be able to import property limits, general liability and work comp classifications and exposures. I understand that it doesn't do this because the information goes into "deeper" screens, but with today's technologies, I think they could find a way. I also wish we could pull a standard report that includes all of the COPE information. **What problems is Sagitta solving and how is that benefiting you?** Proposal Builder is in the works. We don't have it yet, but it will allow us to create different proposal formats by department or coverage. ### 23. Choosing the Right Product is Tough **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** November 04, 2022 **What do you like best about Sagitta?** The scalability is great for large scale operations. The organization of data is easy to learn. Invoicing, updating/revising invoices, and installments are aweseome. The way that production history is stored at the policy level but can be combined in A/R, statements or other reports. Ease of creating user/logins and the fact that they are tied together. New.Ren status is not tied to CNR!!! All the ways to find a client. Customized reporting to all layers of the data for all lines of business within the system. Ability to create dictionaries with correlatives to truly customized reports. **What do you dislike about Sagitta?** AMS/Word is finicky and difficult to admin. Certificates don't offer client interaction for renewal purposes, forcing us to use a third party product. Not able to send documentation out through the system via email. Cannot set up and USE the client's preferred communication method by type of communication. Workflows are not tied to the activities and are forced to a third-party product (worksmart). Lack of ability to capture international addresses and phone numbers. Lack of bi-directional data flow (or even the need for it. Still missing a lot of ACORD forms and updates to current applications/forms come slowly. Lack of built in report scheduling and distribution - forces us to a third party product. **What problems is Sagitta solving and how is that benefiting you?** Sagitta has been in place now for many years, so I don't know that it's solving problems that any other system cannot at this point. I don't believe our performance has benefited, mainly due to the need for third party products which require separate maint., training etc. And while integrations exist to some of those systems, it's still a separate system, and colleagues recognize that. ### 24. Great now and Getting Better every year! **Rating:** 4.0/5.0 stars **Reviewed by:** John P. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2023 **What do you like best about Sagitta?** Flexibility to manage non-ACORD policies - and custom screens **What do you dislike about Sagitta?** For the moment - need Edge with Intenet explorer and no mobile access. **What problems is Sagitta solving and how is that benefiting you?** User-defined fields allow us to put policy or customer data in the system to improve servicing. Information is all in the system so everyone has access to it. ### 25. Antiquated, not enough automation **Rating:** 1.5/5.0 stars **Reviewed by:** Jessica A. | private client Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2022 **What do you like best about Sagitta?** easy to use information is organized not much else **What do you dislike about Sagitta?** too many space restrictions for various entries unable to update multiple policies at the same time unable to copy items from one policy to another, drivers, vehicles, locations etc too many different screens to find information, no way to consolidate unable to search by covered location report builder is too cumbersome certificates and applications rarely pre-fill correctly and have to be updated manually no longer have access to email file policy and premium information rarely downloads accurately **What problems is Sagitta solving and how is that benefiting you?** placeholder for contact information and accounting- pretty much it ### 26. New to the industry, so far so good! **Rating:** 4.0/5.0 stars **Reviewed by:** Holly A. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2023 **What do you like best about Sagitta?** complete management system for the agency **What do you dislike about Sagitta?** user drive reporting functionality understanding existing report builder criteria drivers, i.e. where exactly is this data coming from **What problems is Sagitta solving and how is that benefiting you?** still figuring that out to try and highlight more of what we can pull and provide to management ### 27. Easy to use client management system **Rating:** 4.0/5.0 stars **Reviewed by:** Jamie C. | Personal Lines Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 04, 2022 **What do you like best about Sagitta?** The interface is easy to use across the board. It's easy to add new clients, policies, activities, etc. I've used six client management systems in my career, and Sagitta has been one of the easiest to learn and use. **What do you dislike about Sagitta?** It is challenging to figure out the report system and how to set up preferences to run a new report. I usually have to call in to speak to a customer service representative so they can set it up how I want. **What problems is Sagitta solving and how is that benefiting you?** A client management system is vital for an independent agency like ours, since we partner with so many different insurance carriers. I need to be able to pull up a client's information quickly when they call in, so I can support them as efficiently as possible. ### 28. Fun TImes learning new stuff **Rating:** 4.0/5.0 stars **Reviewed by:** Lynda P. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2023 **What do you like best about Sagitta?** flexibility for nonacord programs and custom screens **What do you dislike about Sagitta?** with need for edge there is no mobile access available **What problems is Sagitta solving and how is that benefiting you?** Custom screens allows us to set files up for our specialty program ### 29. Overall usable, could use some Accounting work **Rating:** 4.0/5.0 stars **Reviewed by:** Andrea S. | Enterprise (> 1000 emp.) **Reviewed Date:** May 09, 2023 **What do you like best about Sagitta?** It is intuitive in many ways, and easy to learn most areas. **What do you dislike about Sagitta?** Accounting functionality needs some improvement on reporting especially. **What problems is Sagitta solving and how is that benefiting you?** Consolidated data for customers and accounting processing and tracking ### 30. Avid Sagitta User **Rating:** 4.0/5.0 stars **Reviewed by:** Sam O. | Accounting Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2023 **What do you like best about Sagitta?** I like the accounting features, mostly report builder **What do you dislike about Sagitta?** Would like more data visualization tools **What problems is Sagitta solving and how is that benefiting you?** It is helping us create aged receivables and accounts payable reports. ### 31. Nitsche Group Claims Department Sagitta Review. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2022 **What do you like best about Sagitta?** I work in the Agency Commercial Claims Department. - I like the automatic Integration of claim details going directly into the ACORD Loss Notices. - I like how you can jump directly from a diary to the claim with one click. **What do you dislike about Sagitta?** - Sagitta needs to update the system to incorporate the latest ACORD Loss Notice Forms for Claims. The ones Sagitta uses now are very outdated and limiting. Please update to include the newest versions of the Loss Notices. - We would also like to see an "Insert" tab added to the Claims "CONTACT NOTES/COMMENTS" section to be able to insert older notes/comments that have not been entered yet. As it is now, the only options are "Add, Edit, Delete" We try to keep notes in chronological order, which is impossible to do when you cannot insert older comments/notes between the newer ones. - Need to add an "Expense" field to the "Settlement" section of the "Claims Details" page. **What problems is Sagitta solving and how is that benefiting you?** Sagitta is an excellent resource to help us keep track of claims. Everything is in one place; the integration with ImageRight is seamless and easy to use. We would like to see a few refinements, but overall we are happy with the product. ### 32. Great Integrations **Rating:** 5.0/5.0 stars **Reviewed by:** Bryant D. | Enterprise (> 1000 emp.) **Reviewed Date:** May 09, 2023 **What do you like best about Sagitta?** It integrates with ReSource Pro Policy Insights tool. **What do you dislike about Sagitta?** There is not anything that I dislike at the moment. **What problems is Sagitta solving and how is that benefiting you?** Agency management system. ### 33. Forever Sagitta user **Rating:** 5.0/5.0 stars **Reviewed by:** Deb B. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2023 **What do you like best about Sagitta?** Invoicing for changing installments is easy **What do you dislike about Sagitta?** Proposal Builder is taking too long - not usable **What problems is Sagitta solving and how is that benefiting you?** Becoming Browser agnostic ### 34. Sagitta is a great agency tool **Rating:** 4.0/5.0 stars **Reviewed by:** Barb M. | Client Service Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** November 04, 2022 **What do you like best about Sagitta?** The ability to generate forms/proposals etc from the policy data entered. **What do you dislike about Sagitta?** it is cumbersome to teach new employees this system. many screens, data fields, etc. I know it very well having worked in it for 18+ years **What problems is Sagitta solving and how is that benefiting you?** Sagitta is solving the double entry problem by having forms, proposals, applications, etc. generate from data on file. Also, a great way to keep track of clients' insurance policies and coverage. ### 35. Newish User - STILL Very Impressed **Rating:** 5.0/5.0 stars **Reviewed by:** Stefanie N. | Accounting & Office Admin. Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** December 10, 2021 **What do you like best about Sagitta?** Integration with accounting and the checks/balances in place to limit errors. **What do you dislike about Sagitta?** The user interface is a bit dated and as a result the system seems clunky. Some font changes, color refresh, and some graphic updates could improve the experience. **What problems is Sagitta solving and how is that benefiting you?** I'm a new user but have already seen the benefits to our organization. It makes the integration between CSRs and admin seamless. **Official Response from Hillarie Holcomb:** > Hi Stefanie, Thank you for taking the time to leave us a review! It's great to hear that you already see the benefits of Sagitta, even though you are a newer user. We want to ensure that customers have the best possible user experience. That's why our roadmap for future updates includes modernizing the look and feel of our platforms. Thanks again! ### 36. Could be better **Rating:** 2.0/5.0 stars **Reviewed by:** Jessica B. | Insurance Account CSR, Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** November 04, 2022 **What do you like best about Sagitta?** real time is most crucial in the insurance business. The time stamp has helped out when there have been questions **What do you dislike about Sagitta?** the different steps you have to go to in order to drop anything in the system. That is mainly the CBD part but it's all together with sagitta **What problems is Sagitta solving and how is that benefiting you?** nothing for me. Every update we get revolves around commercial lines. ### 37. The system is not as clear-cut as I would like. **Rating:** 3.5/5.0 stars **Reviewed by:** Maria P. | Insurance Marketer, Small-Business (50 or fewer emp.) **Reviewed Date:** November 04, 2022 **What do you like best about Sagitta?** It produces good reports if the correct information is input into all the correct fields. **What do you dislike about Sagitta?** It would be good to have more required fields so people don't leave so much information blank. **What problems is Sagitta solving and how is that benefiting you?** It helps to see the account as a quick overview and I am sure there are more features than what we are using. ### 38. A system with a lot of potential if you use if correctly. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** May 09, 2023 **What do you like best about Sagitta?** The policy history is a really helpful tool to see who made changes. **What do you dislike about Sagitta?** Certificate module is lacking in functionality and difficult to manage large volume of certificates. **What problems is Sagitta solving and how is that benefiting you?** Tracking client policy information ### 39. Sagitta is awesome **Rating:** 5.0/5.0 stars **Reviewed by:** Patti R. | Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** December 09, 2021 **What do you like best about Sagitta?** The detail and history within sagitta make it superior to other systems. I like the ability to add all of the information in one place for each policy period knowing that everything can be located at any time if necessary. I like the flexibility of being able to customize the screens for information that may be needed for our unique clients or for reporting purposes. **What do you dislike about Sagitta?** The policy detail does not transfer easily and intuitively to acord forms. The lack of some acord forms makes it more challenging to complete a submission without generating forms outside sagitta. Being unable to generate other than "canned" reports without using external reporting tools can be frustrating to managment who don't understand sagitta. **Recommendations to others considering Sagitta:** I highly recommend sagitta to insurance agencies looking for an agency management system that can provide a solution for all sizes and types of clients. It has flexibility and customization to make it usable for any size agency. It provides more detail for any account entered wholly and correctly. The history functionality is far superior to most systems and provides management with an added feature when needed. **What problems is Sagitta solving and how is that benefiting you?** We have spent considerable time maintaining consistency with our data in sagitta to eliminate potential errors and omissions claims. We have chosen to enter the underwriting and coverage information for all accounts so that anyone looking for information knows where it will be located in sagitta. Without work smart it is challenging to standardize workflows for similar tasks performed by all account managers. Sagitta has allowed us to do this easily. **Official Response from Hillarie Holcomb:** > Hi there, Thank you for the review! We're happy to hear that Sagitta works so well for your agency. As an agency management system, Sagitta gives employees everything they need to provide fantastic service to clients. It's also great that your office is focused on data consistency. That certainly makes a difference when it comes to eliminating E&O claims. Thanks again! ### 40. The more I learn about Sagitta, the better the score will get **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2023 **What do you like best about Sagitta?** So far, the ease of payables. It is easy to process the payable **What do you dislike about Sagitta?** Report builder is difficult to get my head around **What problems is Sagitta solving and how is that benefiting you?** Reporting ### 41. Sagitta **Rating:** 5.0/5.0 stars **Reviewed by:** Maria N. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2022 **What do you like best about Sagitta?** User friendly - management system - easy access **What do you dislike about Sagitta?** Notes or free space to manage notes are not available at policy label. **What problems is Sagitta solving and how is that benefiting you?** Agency management - processing and control of client information ### 42. Sagitta has made working organized and simple to find client information **Rating:** 5.0/5.0 stars **Reviewed by:** Katelyn B. | Insurance agent, Mid-Market (51-1000 emp.) **Reviewed Date:** November 08, 2022 **What do you like best about Sagitta?** I can utilize sagitta to find all clients information in one place. Forms included. **What do you dislike about Sagitta?** I do not have any dislikes with sagitta. **What problems is Sagitta solving and how is that benefiting you?** Filing. ### 43. Sagitta Feedback **Rating:** 0.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** November 04, 2022 **What do you like best about Sagitta?** Cut and paste capability to quickly input or export. PL Rater export for existing clients. **What do you dislike about Sagitta?** Outdated, not user-friendly, downloaded information doesn't sync/fill in entirely with some carriers. Unable to create reports on individual levels and client managers unable to track book of business. **What problems is Sagitta solving and how is that benefiting you?** Option of offering Work Smart to decrease redundancy, increase efficiencies, and suspense tracking. ### 44. Market Representative **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** November 04, 2022 **What do you like best about Sagitta?** Provides detail coverage information under each coverage line and allows entry of specific forms **What do you dislike about Sagitta?** Filing would be easier if Sagitta allowed for filing inside the program similiar to Epic **What problems is Sagitta solving and how is that benefiting you?** Sagitta is trying to add a marketing platform that will allow quoting across several carriers. Once the bugs are ironed out that program will be very beneficial. ### 45. Sagitta is a great system, some areas that are lacking, it has been around forever&keeps trucking **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** November 04, 2022 **What do you like best about Sagitta?** Billing is easy, being able to make edits via maintain is a win, copy merge **What do you dislike about Sagitta?** CERTIFICATES!!!! number one area that needs to be reviewed. It would also be awesome if there was more integration with IR **What problems is Sagitta solving and how is that benefiting you?** Sagitta isn't solvoing any problems. We use 3rd party vendors to fix things that we don't like in Sagitta. ### 46. Sagitta is user friendly and suits the agency’s needs **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2022 **What do you like best about Sagitta?** it is easy to keep everything organized for each client account **What do you dislike about Sagitta?** auto is card for NY does not allow you to fit more characters, we've had issues many times with names getting cut off **What problems is Sagitta solving and how is that benefiting you?** download compatibility is great. they keep us updated when the system is down and fix things promptly ### 47. I like the user friendly prompts, and more room for input. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** August 16, 2022 **What do you like best about Sagitta?** Notes on client pages; the easy changes; connection to CBD docs. **What do you dislike about Sagitta?** It doesn't always pop up, sometimes it comes up blank. seem a bit unstable, and goes in an off-line mode, saying "'Disconnected" in the middle of a something. When creating a cert, if there is a policy term cert before it, it doesn't pull the information - or all the info to renew it. **What problems is Sagitta solving and how is that benefiting you?** Invoicing - making changes or notes on an invoice are problematic. works with CBD and our system. ### 48. Senior Account Manager **Rating:** 5.0/5.0 stars **Reviewed by:** Zoraida A. | Senior Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 04, 2022 **What do you like best about Sagitta?** I mostly like the ease of renewing a policy and invoicing. Also, making invoice corrections are easy **What do you dislike about Sagitta?** I do not like that it tends to be slow sometimes **What problems is Sagitta solving and how is that benefiting you?** I am not sure of any new updates, my company switched to EPIC ### 49. Overall it's a good system to work with. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2022 **What do you like best about Sagitta?** It's easy to navigate and find things when needed. **What do you dislike about Sagitta?** I wish the Proposal portion was working and ready for roll-out. Acord forms don't always work properly. **What problems is Sagitta solving and how is that benefiting you?** It's a storage hub for all of our client info. Which is nice. ### 50. SAGITTA USER 2 1/2 YEARS **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** November 10, 2022 **What do you like best about Sagitta?** reports are able to be downloaded to excel to manipulate the data. **What do you dislike about Sagitta?** production reports and how they download. also some of the accounting functions. no ability to do journal entries to clients or carriers. **What problems is Sagitta solving and how is that benefiting you?** none. ## Sagitta Discussions - [What is Sagitta used for?](https://www.g2.com/discussions/what-is-sagitta-used-for) - [View Sagitta pricing details and edition comparison](https://www.g2.com/products/sagitta/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-13+14%3A34%3A15+-0500&secure%5Bsession_id%5D=c3b1124a-ee26-47a3-a48c-627eb57ead7c&secure%5Btoken%5D=a1390107df019241d1da5c79afb698b5f3d9d8d0765c7fda281c68671a3679fb&format=llm_user) ## Sagitta Features **Administration** - Accounting - Contact Management - Commissions - Sales Tools - Reporting & Dashboards - Payment Processing - Email Integration - Task Management **Insurance Documentation** - Claims Management - Policy Management - Invoicing & Receipts - Electronic Signatures ## Top Sagitta Alternatives - [Applied Epic](https://www.g2.com/products/applied-epic/reviews) - 4.4/5.0 (1,552 reviews) - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) - 4.4/5.0 (683 reviews) - [Applied TAM](https://www.g2.com/products/applied-tam/reviews) - 3.4/5.0 (56 reviews)