# 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 ## 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/sagitta-review-5189521?section=pricing&secure%5Bexpires_at%5D=2026-05-12+13%3A59%3A43+-0500&secure%5Bsession_id%5D=3e3c421d-61a1-447d-ad39-412d3a96fee9&secure%5Btoken%5D=3a4214d59f26fa025ceeee8fa0ba21450a2448b3f332941308cdc9956766a96a&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 (682 reviews) - [Applied TAM](https://www.g2.com/products/applied-tam/reviews) - 3.4/5.0 (56 reviews)