Sagitta
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Sagitta
By Vertafore
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3.9 out of 5 stars
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Sagitta Reviews & Product Details

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Sagitta Overview

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What is Sagitta?

For over 50 years, Vertafore, the leader in modern insurance technology, has been modernizing and simplifying insurance distribution so that our customers can focus on what matters most: people. More than 20,000 agencies, 1,000 carriers and 23 state governments rely on Vertafore solutions to provide end-to-end connectivity, improve the client and agent experience, unlock the power of data, and streamline essential workflows to drive efficiency, productivity, and profitability for independent agencies and carriers. Sagitta is the enterprise-class agency management solution for growing insurance businesses. Sagitta is built to support an insurance business’ specialty lines and scale with their growing business, whether it’s growing organically or through acquisition. Core customization capabilities include user-defined fields and files, quick-entry fields, personalized navigation menus, and grid display. Sagitta provides an insurance solution that meets a company's enterprise needs and allows for rapid growth through acquisitions or traditional methods. It also supports complex and specialty lines of business. Sagitta is built for personalization, so a user can tailor it to their processes and procedures already in place, including forms, fields, and accounting. It also allows for greater flexibility at the user and agency level.

Sagitta Details
Discussions
Sagitta Community
Languages Supported
English
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Product Description

Streamline operations and power up profitability in your large agency or brokerage.

How do you position yourself against your competitors?

Sagitta meets your enterprise needs by supporting complex and specialty lines of business and allowing for rapid growth through acquisition or traditional methods.

Seller Details
Seller
Vertafore
Year Founded
1969
HQ Location
Denver, CO
Twitter
@Vertafore
7,496 Twitter followers
LinkedIn® Page
www.linkedin.com
2,897 employees on LinkedIn®
VM
Overview Provided by:
Vertafore Marketing

Recent Sagitta Reviews

BV
Brittnie V.Mid-Market (51-1000 emp.)
5.0 out of 5
"Excellent Agency Management Software"
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.
Read more
ME
Monica E.Enterprise (> 1000 emp.)
4.5 out of 5
"worked on Sagitta at MMA"
Ad hoc reports - add client screen outlines all critical information needed
Read more
JF
Jean F.Small-Business (50 or fewer emp.)
4.0 out of 5
"It is very good with the accounting programs and surpasses other systems"
We are very pleased with the product and it has robust accounting features
Read more
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Sagitta Media

Sagitta Demo - Sagitta - Home screen
Home screen activities tab
Sagitta Demo - Sagitta - Certificate preview
Certificate detail
Sagitta Demo - Sagitta - Accounts Receivable
Clients receivable ledger
Sagitta Demo - Sagitta - Customer screen
Client details
Sagitta Demo - Sagitta - Policy screen
Policy detail information
Sagitta Demo - Sagitta - Policy list
List of policies per client
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79 Sagitta Reviews

3.9 out of 5
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79 Sagitta Reviews
3.9 out of 5
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79 Sagitta Reviews
3.9 out of 5
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Sagitta Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for SagittaQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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BO
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 Gives Campaign
Incentivized Review
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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JJ
Personal Lines Manager
Mid-Market(51-1000 emp.)
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Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
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. Review collected by and hosted on G2.com.

What do you dislike about Sagitta?

Sagitta is a little dated, but I know they are working diligently to make updates. Review collected by and hosted on G2.com.

What problems is Sagitta solving and how is that benefiting you?

I don't know that they are necessarily solving any problems. Review collected by and hosted on G2.com.

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BV
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 Gives Campaign
Incentivized Review
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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JF
Small-Business(50 or fewer emp.)
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Review source: G2 Gives Campaign
Incentivized Review
What do you like best about Sagitta?

We are very pleased with the product and it has robust accounting features Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

What problems is Sagitta solving and how is that benefiting you?

it makes the process of completing our accounting tasks very easy Review collected by and hosted on G2.com.

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ME
Enterprise(> 1000 emp.)
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Validated Reviewer
Review source: G2 Gives Campaign
Incentivized Review
What do you like best about Sagitta?

Ad hoc reports - add client screen outlines all critical information needed Review collected by and hosted on G2.com.

What do you dislike about Sagitta?

I like everything about Sagittan- policy screen is not alwasys easy to read Review collected by and hosted on G2.com.

What problems is Sagitta solving and how is that benefiting you?

efficienciecy Review collected by and hosted on G2.com.

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JC
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 Gives Campaign
Incentivized Review
What do you like best about Sagitta?

Very Customizable, for our soecialized agency Review collected by and hosted on G2.com.

What do you dislike about Sagitta?

Proposal Buikder needs some work to be great Review collected by and hosted on G2.com.

What problems is Sagitta solving and how is that benefiting you?

Handling policies and certs for our clients Review collected by and hosted on G2.com.

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Verified User in Accounting
UA
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 Gives Campaign
Incentivized Review
What do you like best about Sagitta?

The ease of use and the improvement Vertafore has been working on. Review collected by and hosted on G2.com.

What do you dislike about Sagitta?

The accounting features need some enhancing. Need more real time data and more customizable reports would be nice. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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Verified User in Insurance
UI
Small-Business(50 or fewer emp.)
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Review source: G2 Gives Campaign
Incentivized Review
What do you like best about Sagitta?

Very organized and easy to use. Great intergration with ImageRight Review collected by and hosted on G2.com.

What do you dislike about Sagitta?

Need more space on items under the basic client screens Review collected by and hosted on G2.com.

What problems is Sagitta solving and how is that benefiting you?

Great Review collected by and hosted on G2.com.

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TK
Account Manager
Mid-Market(51-1000 emp.)
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Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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MA
P&C Trainer/QC
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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Sagitta