--- title: Sagitta Reviews meta_title: 'Sagitta Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 91 reviews by the users' company size, role or industry to find out how Sagitta works for a business like yours. aggregate_rating: rating_value: 3.9 review_count: 91 scale: '5' date_modified: '2026-08-07' parent_category: name: Insurance url: https://www.g2.com/categories/insurance --- # 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** offered by Sagitta, enhancing efficiency for business managers. (1 reviews) - Users appreciate the **customization options** in Sagitta, allowing them to tailor information to their specific needs. (1 reviews) - Users value the **secure storage** of multiple data points, enabling extensive and insightful reporting capabilities. (1 reviews) - Users value the **secure and extensive reporting** capabilities of Sagitta, enabling insightful data analysis. (1 reviews) ## Sagitta Reviews ### 1. 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 ### 2. 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. ### 3. Sagita **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** January 23, 2018 **What do you like best about Sagitta?** Its has simple layout that is not hard to learn. **What do you dislike about Sagitta?** It does not have a lot of capabilities. A big one is importing and exporting Excel spreadsheets. **Recommendations to others considering Sagitta:** No **What problems is Sagitta solving and how is that benefiting you?** Agency Management. Updating Customer records and file storage. ## 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?filters%5Bnps_score%5D%5B%5D=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+15%3A38%3A54+-0500&secure%5Bsession_id%5D=34c2c373-ae3c-4d5d-9b41-0983a8538dfe&secure%5Btoken%5D=fa3c5a6654d561cb8ba856ce665487b7eecfee1e29b8bbddf3b2bc0bb374291a&format=llm_user) ## Sagitta Features **Administration** - Accounting - Contact Management - Commissions - Sales Tools - Reporting & Statistics - Payment Processing - Email Integration - Task Management - Third-Party Integrations - Accounting Integration - Alerts/Notifications - Calendar Management - Pipeline Management - Commission Management - Email Management - User Management - Forms Management - Invoice Management - Workflow Management - Document Management - Contact Database **Insurance Documentation** - Claims Management - Insurance Policy Management - Invoicing & Receipts - Electronic Signatures - Client Management - Lead Management **Additional Functionality** - Client Portal - Access Controls/Permissions - AI Copilot - Audit Trail - Search/Filter - Commission Calculations - Insurance Rating - Activity Tracking - API - Customizable Templates - Customizable Branding - Document Storage - Property & Casualty - Configurable Workflow - Life & Health - Monitoring - Status Tracking - Customizable Forms - Generative AI - Document Templates - Self Service Portal - Reminders - Customizable Reports - SSL Security - Customizable Fields - Referral Tracking - Quotes/Estimates - Risk Assessment - Email Marketing ## Top Sagitta Alternatives - [Applied Epic](https://www.g2.com/products/applied-epic/reviews) - 4.4/5.0 (1,778 reviews) - [Applied TAM](https://www.g2.com/products/applied-tam/reviews) - 3.4/5.0 (56 reviews) - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) - 4.4/5.0 (709 reviews)