--- 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: '2026-08-04' 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. The support team is fantastic **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** November 04, 2022 **What do you like best about Sagitta?** Knowledge of the support team and ease of contacting **What do you dislike about Sagitta?** sometimes they do not get the defects corrected as fast as needed **What problems is Sagitta solving and how is that benefiting you?** I am looking forward to the new AMS word product; it is needed badly ### 2. P&C client servicer and agent **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** November 10, 2022 **What do you like best about Sagitta?** Being able to add and find information and ability to have detailed descriptions on activities. **What do you dislike about Sagitta?** wish it was more user friendly when adding documents. Drag and drop option would be nice **What problems is Sagitta solving and how is that benefiting you?** NA ### 3. I am not asked that often about our management system. **Rating:** 2.5/5.0 stars **Reviewed by:** Lauryn O. | Personal Lines Dept. Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 22, 2022 **What do you like best about Sagitta?** It keeps track of history, users. Also download is great. **What do you dislike about Sagitta?** Policy summary doesn't list premium. Hard to create reports. **What problems is Sagitta solving and how is that benefiting you?** helps keep track of renewals and expirations. **Official Response from Taylor Highbloom:** > Hello Lauryn, and thank you for taking the time to leave us a review. Our team works diligently to make each customer experience a positive one, but there is always room for improvement. We take your feedback seriously and greatly appreciate it. If you would like to discuss anything further, please contact us at marketing@vertafore.com. ### 4. Good AMS platform but is lacking behind technologic advances this day and age **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** November 15, 2022 **What do you like best about Sagitta?** Maintaining information in one uniform place. **What do you dislike about Sagitta?** Manual entering of data and redundancy of data. Importing and maintaining data takes a lot of time and is very tedious. **What problems is Sagitta solving and how is that benefiting you?** Maintaining data in one place and ability for multiple people to access data. Tracks information effectively but not always in an effective way from a time perspective. ### 5. Meets our needs but no bells & whistles **Rating:** 5.0/5.0 stars **Reviewed by:** Joseph R. | Controller, Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2021 **What do you like best about Sagitta?** Integrated Accounting feature is key and the integration with outside vendors is great. **What do you dislike about Sagitta?** Some ability to move or hyperlink between functions is limited or non existent **Recommendations to others considering Sagitta:** Consider the accounting package instead of un-bundling **What problems is Sagitta solving and how is that benefiting you?** Sagitta meets our needs from an insurance broker standpoint and is robust on the accounting side **Official Response from Hillarie Holcomb:** > Hello Joseph, Thanks for taking the time to leave us a review! We're happy to hear that Sagitta is meeting your agency's needs and that the accounting feature is working well for you. We understand that user experience within our products is essential. That's why we've added updating the look and feel of Sagitta to our roadmap. Thanks again! ### 6. Experience is great **Rating:** 4.5/5.0 stars **Reviewed by:** Andrea S. | Senior System Analyst/Project Manager, Enterprise (> 1000 emp.) **Reviewed Date:** March 29, 2022 **What do you like best about Sagitta?** I like that I get personalized assistance and feedback from Vertafore. When I have an enhancement need, they are always willing to listen and if they cannot do it, give other possible solutions. **What do you dislike about Sagitta?** Sometimes it can take a while for updates and enhancements for Accounting, though that has improved in recent years. **Recommendations to others considering Sagitta:** Ask for what you need! They will help! **What problems is Sagitta solving and how is that benefiting you?** We are solving the basic issues with keeping up with clients, accounting, and all the pieces that come with being a large agency. The biggest benefit has been being able to have on prem system so we can control what happens and when testing and upgrades happen. **Official Response from Hillarie Holcomb:** > Hi Andrea, Thank you for taking the time to tell us what you think about Sagitta! We truly are committed to ensuring our customers have the best possible experience and are happy to hear that we exceeded your expectations and that your agency is seeing all the fantastic benefits of utilizing Sagitta. Thanks again! ### 7. Excellent system, but seems to process slower than what I would consider normal. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** November 04, 2022 **What do you like best about Sagitta?** The information placement is the most helpful with less screens to get more work processed. **What do you dislike about Sagitta?** The speed of the system seems to be an issue **What problems is Sagitta solving and how is that benefiting you?** Efficiency in how customer information is added and processed. ### 8. Awesome! Sagitta is the best. **Rating:** 5.0/5.0 stars **Reviewed by:** Peggy F. | Select Commercial Account Manager, Enterprise (> 1000 emp.) **Reviewed Date:** May 12, 2022 **What do you like best about Sagitta?** Ease of accounting corrections when required. Ease of sending multiple COIs at renewal **What do you dislike about Sagitta?** I wish that ImageRight/Work Smart were able to communicate back to Sagitta. **Recommendations to others considering Sagitta:** Sagitta is very user friendly and intuitive **What problems is Sagitta solving and how is that benefiting you?** The ability to issue renewal Certificates all at once is amazing. **Official Response from Hillarie Holcomb:** > Hello Peggy, We appreciate your kind words and are so glad to hear that your experience using Sagitta has been a positive one. We genuinely care for our customers and are delighted to know that our dedication shows. Thank you again for sharing your feedback! ### 9. Sagitta G2 **Rating:** 4.5/5.0 stars **Reviewed by:** Monique A. | Insurance Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 04, 2022 **What do you like best about Sagitta?** The ease of editing information in the accoun, including invoicing; the multitude of information at your fingertips, such as policy summary & personal info, and the ability to print forms pre-filled right from the policy tab. **What do you dislike about Sagitta?** There is no room to add a secondary email or notes in the contact info. **What problems is Sagitta solving and how is that benefiting you?** I have recently realized I can quickly see underwriting information from the policy tab on the left side, as well as the ability to print pre-filled policy forms, such as Policy Change Requests, Cancellation Notices & Binders. **Official Response from Hillarie Holcomb:** > Hello Monique, Thank you for taking the time to leave us a review. We appreciate it! It sounds like Sagitta is working well for you and has helped your agency solve some of the challenges. Have you checked out the Network of Vertafore Users (NetVU) for Sagitta resources? NetVU is made up of a community of Vertafore product users who share resources and knowledge. There is a community forum just for Sagitta users. It's pretty cool! Check it out, and please let us know if you have any questions. ### 10. Best system ever **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** February 08, 2022 **What do you like best about Sagitta?** I like how you can sort the policy details screen by policy number, effective date, coverage description, etc. **What do you dislike about Sagitta?** There's nothing about Sagitta that i dont like. **Recommendations to others considering Sagitta:** If you are looking for a system that organizes your clients' information, Sagitta is for you! It is so easy to use! **What problems is Sagitta solving and how is that benefiting you?** I dont have any issues with Sagitta. I like the benefit of being able to click the worksmart button and it takes it straight to Image Right. **Official Response from Hillarie Holcomb:** > Hi there, Thank you for taking the time to leave us a review! It sounds like you love Sagitta, which is great to hear. It's our goal to build seamless solutions that support productivity and allow you to provide fantastic service to your clients efficiently. Thank you! ### 11. Very user friendly! **Rating:** 5.0/5.0 stars **Reviewed by:** Karen R. | Receptionist, Small-Business (50 or fewer emp.) **Reviewed Date:** May 10, 2022 **What do you like best about Sagitta?** Sagitta is very easy to learn and navigate. **What do you dislike about Sagitta?** I can't think of anything I dislike about Sagitta. **What problems is Sagitta solving and how is that benefiting you?** Sagitta provides a one-stop-shop for everything I need making me more efficient with my time and more productive. **Official Response from Hillarie Holcomb:** > Hello Karen, Thanks for taking the time to review Sagitta. It's great to hear that you're finding it easy to navigate and find what you need. That makes it easier to provide an exceptional experience for your clients, and that's what it's all about. Thanks again! ### 12. Sagitta User since 80s **Rating:** 5.0/5.0 stars **Reviewed by:** Nick K. | Insurance Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** March 29, 2022 **What do you like best about Sagitta?** The new user update and refresh of the UI. It is great and brings Sagitta into the 21st Century. I am excited for future updates and improvements to workflows and capabilties. **What do you dislike about Sagitta?** The number of clicks it takes to accomplish tasks. I also wish there was more of a CRM built right into Sagitta. Right now I've created my own workaround and use zywave as well to accomplish the CRM asepct of things. **What problems is Sagitta solving and how is that benefiting you?** We are using it as an agency management system. New business, service, and accounting activities. **Official Response from Hillarie Holcomb:** > Hi Nick, Thank you for telling us what you think! We're glad to hear that you like the updates to Sagitta's UI because there's more where that came from. You'll be seeing more UI updates roll out soon. It's an exciting time, and your feedback lets us know that we're on track. Thanks so much! ### 13. Good agency management system especially the accounting side **Rating:** 5.0/5.0 stars **Reviewed by:** Terry B. | A, Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2021 **What do you like best about Sagitta?** I like the accounting portion of Sagitta. It may be because I have used it for 30 years and I understand it so well. There are frequent updates made that contiue to make the job more streamlined. **What do you dislike about Sagitta?** The reports need some help. There are not enough pre-configured reports available. We need to have a Report Builder statement written to get some regular reports pulled from the system. We need access at no additional charge to a database of all of the reports that have been written. Most agencies need to extract the same type of information from Sagitta **What problems is Sagitta solving and how is that benefiting you?** I don't know **Official Response from Hillarie Holcomb:** > Hi Terry, Thanks for the review! After 30 years of using our solution, it sounds like you're a Sagitta expert. It's great to hear that you've been able to streamline more of your work and that you find the accounting funtionality easy to work with. Thanks for letting us know your thoughts about the reports. We actually have a way for you to submit ideas and thoughts you have about our solutions for our product teams to review. It's called Ideas and can be found by loggining in to My Vertafore. Once you submit your idea, other can vote on it to move it up the priority list. Check it out and let us know if you have any questions. Thanks! ### 14. Sagitta: User Friendly Program **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** February 04, 2022 **What do you like best about Sagitta?** Sagitta's ease of use and ability to export/import schedules. **What do you dislike about Sagitta?** There is not much to dislike since the recent update to Sagitta... **Recommendations to others considering Sagitta:** I've used other Agency Management Systems and Sagitta far exceeds them all. Very user friendly, easy to use and keeps everything orderly. **What problems is Sagitta solving and how is that benefiting you?** Time saving when we are able to export excel spreadsheets of data. **Official Response from Hillarie Holcomb:** > Hi there, Thanks for the review! We're glad to hear that Sagitta is helping your organization save time and that you're finding it easy to use. It's our goal to provide the best possible experience for our customers so that they can focus on what matters – maintaining and building relationships with clients. Thanks again! ### 15. Sagitta is rad! **Rating:** 3.5/5.0 stars **Reviewed by:** Jennifer W. | Client Services Director, Enterprise (> 1000 emp.) **Reviewed Date:** March 29, 2022 **What do you like best about Sagitta?** Flexibility and options. It integrates with our 3rd party platforms to help leverage data. **What do you dislike about Sagitta?** The overall look is a bit dated, but I know there is a more modern version available! Excited for our agency to start using it! **What problems is Sagitta solving and how is that benefiting you?** Agency management system is our main function, but we use the data in Sagitta to build customized templates like proposals and other various client deliverables. **Official Response from Hillarie Holcomb:** > Thank you for your kind words, Jennifer! We're happy to hear that your experience using Sagitta has been a good one. We're very excited about the multi-year modernization efforts we've kicked off for our solutions — including Sagitta. You're really going to like the new look and feel once your agency is ready for the update. Thanks again! ### 16. Love sagitta **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** March 29, 2022 **What do you like best about Sagitta?** Policy data integration. Support is getting better. Future is bright. Integration with IR. Proposal and summary pull is great and saves time. Allows less am errors **What do you dislike about Sagitta?** Doesnt import easily. Too much manual entry. Too many places to save, system should save automatically. Would be nice to renew multiple policies at one time as well **Recommendations to others considering Sagitta:** Policy details integration is great, vertafore is makeing great changes for future **What problems is Sagitta solving and how is that benefiting you?** Policy data. Agency management system with other system integrations. Client view of policy details with portal. Proposal and summary export is really nice and saves time **Official Response from Hillarie Holcomb:** > Hi there, We love that you love Sagitta! Thanks so much for taking the time to share your thoughts. Our team works diligently to make sure your experience using Sagitta is a positive one, but there is always room for improvement. We take your feedback seriously and greatly appreciate it. Thank you again! ### 17. Sagitta is easy to use and includes all needed information for the most part **Rating:** 4.5/5.0 stars **Reviewed by:** Chris K. | Regional Operations Manager, Premier Client Services, Enterprise (> 1000 emp.) **Reviewed Date:** December 09, 2021 **What do you like best about Sagitta?** Easy to navigate in the system and find the information needed **What do you dislike about Sagitta?** Some information from certain carriers does not always download correctly **Recommendations to others considering Sagitta:** I would recommend trying Sagitta. I have used many management systems and this is very adequate to meet our needs and easy to use. **What problems is Sagitta solving and how is that benefiting you?** I am not sure I am solving problems with Sagitta but the benefits of the way it works with ImageRight/Worksmart are wonderful. **Official Response from Hillarie Holcomb:** > Hello Chris, Thank you for taking the time to leave us a review! We're glad to hear that you're finding Sagitta easy to use and that it, along with WorkSmart, supports your agency in being more efficient. Thanks again! ### 18. VP Information Systems **Rating:** 5.0/5.0 stars **Reviewed by:** Linda F. | VP of Information Systems, Mid-Market (51-1000 emp.) **Reviewed Date:** March 29, 2022 **What do you like best about Sagitta?** Sagitta is customizable and easy to use. The reporting functionality is comprehensive. **What do you dislike about Sagitta?** I don't think I can say I dislike it, but the modernization that is being worked on will be very nice to have. **What problems is Sagitta solving and how is that benefiting you?** Data storage and reporting. ### 19. Sagitta **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** March 30, 2022 **What do you like best about Sagitta?** Sagitta is easy to navigate. When I was new to Sagitta, it was easy to niavigate through the client and policy fields **What do you dislike about Sagitta?** Small grids for some areas such as insurer coverage personalization **What problems is Sagitta solving and how is that benefiting you?** I work primarily with download and adding carriers, payees and vendors The unmatched downloads are easy to work because there is a link to the client/policy. If anything needs to be corrected on the policy it is q click navigation **Official Response from Hillarie Holcomb:** > Hello, Thank you for taking the time to review Sagitta! We're glad to hear you're having a great experience and find it easy to navigate, even when new to the product. Having the right technology makes all the difference in providing a positive client experience. It's fantastic that you see those benefits at your agency! Thanks again! ### 20. from a claims perspective **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** December 09, 2021 **What do you like best about Sagitta?** The new sorting feature is helpful...... **What do you dislike about Sagitta?** It is not mainly geared toward claims at a brokerage. Why does it default to the insured as claimant when setting up a liability claim? Why does it always ask what version of the form is needed? Why do the financials not always add up under the settlement tab and why allow numbers to be entered in the loss amount box? Why can you alter notes once they are entered? **What problems is Sagitta solving and how is that benefiting you?** This is the system we've been given to utilize for our claim creation... **Official Response from Hillarie Holcomb:** > Hi there, Thanks for taking the time to review Sagitta. We take your feedback seriously as we continuously improve our products and build new features to meet our customers' needs. We've even created Vertafore Ideas, a space for customers to submit product ideas to Vertafore. Other customers can even vote on ideas to move them up the priority list. Feel free to add some of the changes you would like to see in ideas by visiting My Vertafore. Thanks again! ### 21. Easy to Use everything in one spot! **Rating:** 5.0/5.0 stars **Reviewed by:** Alexandra S. | Account Coordinator, Enterprise (> 1000 emp.) **Reviewed Date:** December 09, 2021 **What do you like best about Sagitta?** I like the ease of the navigation of adding in a new client. Including importing lists quickly and not having to type everything out. A lot of areas are prefilling. **What do you dislike about Sagitta?** I wish you could change some of the colors - or have the ability to personalize the colors a bit more and change the size of fonts and icons. **What problems is Sagitta solving and how is that benefiting you?** Time saver!! Very easily able to add client information, including multiples of the same items that just have slightly different vins for example. **Official Response from Hillarie Holcomb:** > Hi Alexandra, Thank you for taking the time to leave a review! We're happy to hear that you find Sagitta easy to use and a time saver for your agency. When you have all the information you need to service clients in one place, you can provide an even better experience and build stronger relationships. Thanks again! ### 22. Review **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** May 10, 2022 **What do you like best about Sagitta?** Create multiple certs is an easy process **What do you dislike about Sagitta?** I don't like that you can't import or use web services to import info in all fields **Recommendations to others considering Sagitta:** Get involved with NetVu and reach out to other users. **What problems is Sagitta solving and how is that benefiting you?** Solving creating cert and acord forms **Official Response from Hillarie Holcomb:** > Hello, Thanks for letting us know what you think about Sagitta! Our team at Vertafore is dedicated to providing you with the best possible solutions and customer experience for your firm. We take your comments seriously and use them to make continuous improvements. We love that you're involved with the Network of Vertafore Users (NetVU), and thank you for sharing the word with others! Amazing things happen when Sagitta users get together to share their knowledge. Thanks again! ### 23. Product Support Analyst **Rating:** 4.0/5.0 stars **Reviewed by:** Melissa V. | Product Support Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** February 08, 2022 **What do you like best about Sagitta?** I like the Policy Grid view and how Remarketing something it leaves Policy in a non active status. I also prefer how Sagitta stores a lot of data. **What do you dislike about Sagitta?** invoicing final product output looks like its from 1963. **What problems is Sagitta solving and how is that benefiting you?** More reportable data for better reporting. Carriers can download directly **Official Response from Hillarie Holcomb:** > Hello Melissa, Thanks for the review! We're glad to hear that Sagitta has helped solve some of your organization's challenges. Thank you for the feedback regarding the user interface (UI). We've launched a user experience initiative focused on providing our customers with an intuitive and seamless experience. Part of this will be updating the UI for our products. We're excited about it and can't wait to begin rolling it out to our customers. Thanks again! ### 24. Needs to be updated **Rating:** 2.5/5.0 stars **Reviewed by:** Patti S. | Vice President Commercial Lines, Mid-Market (51-1000 emp.) **Reviewed Date:** December 09, 2021 **What do you like best about Sagitta?** Certificate attachments are extremely helpful **What do you dislike about Sagitta?** Seems very antiquated and requires too many clicks to process **Recommendations to others considering Sagitta:** With the exception of Certificate attachments, AMS360 seems to be a better product **What problems is Sagitta solving and how is that benefiting you?** Trying to work through my vertafore **Official Response from Hillarie Holcomb:** > Hi Patti, Thanks for sharing your feedback with us. We truly value the insight of our customers since we are continuously working to improve all of our solutions. Thanks again! ### 25. Sagitta is easy to use but could be upgraded **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** March 29, 2022 **What do you like best about Sagitta?** I like the client search tab on Sagitta, very easy to find policies. **What do you dislike about Sagitta?** Dislike the policy screen that shows the service team. **What problems is Sagitta solving and how is that benefiting you?** Using Sagitta to keep track of our accounts payable. Easy to see what invoices are still open and how much was paid ### 26. news aeticle **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** March 30, 2022 **What do you like best about Sagitta?** reporting, accounting ,, one place for one document **What do you dislike about Sagitta?** too many clicks for end user/ make it more integrated with other products **Recommendations to others considering Sagitta:** upgrades to modernize less clicks - integration **What problems is Sagitta solving and how is that benefiting you?** user experience - ease of servicing clients with addition of insurlink **Official Response from Hillarie Holcomb:** > Hello, Thanks for letting us know your thoughts on Sagitta. It's great to hear that you're having such a positive experience and that it has made providing excellent service to customers easier. Thank you! Thanks again! ### 27. Robust program that you can customize for your agency **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** March 29, 2022 **What do you like best about Sagitta?** Ability to map fields to partner programs we utilize for our wide variety of clients. **What do you dislike about Sagitta?** Certificate issuance - more complicated than it should be. **What problems is Sagitta solving and how is that benefiting you?** Store client information and invoicing. **Official Response from Hillarie Holcomb:** > Hello, Thanks for letting us know what you think! It's great to hear about the challenges your agency is overcoming with the help of Sagitta. We really value feedback from our customers and use it to improve our solutions and services continually. Thanks again! ### 28. Sagitta Review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** March 30, 2022 **What do you like best about Sagitta?** Integration with ImageRight and that all the date is caputured. **What do you dislike about Sagitta?** The certificate issuance is difficult to learn. **What problems is Sagitta solving and how is that benefiting you?** We use Sagitta as our agency management system. **Official Response from Hillarie Holcomb:** > Hi there, Thanks so much for sharing your experience with Sagitta! We appreciate your feedback. ### 29. easy to use and straightforward **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** December 09, 2021 **What do you like best about Sagitta?** Integration with ImageRight. I like how the policies are pre-populated into ImageRight. **What do you dislike about Sagitta?** Sometimes there are small missing functions, like setting automatic billing due dates at the policy level rather than the client level. **What problems is Sagitta solving and how is that benefiting you?** Management of Billing and renewals **Official Response from Hillarie Holcomb:** > Hello, Thanks for the review! It's great to hear that you're finding Sagitta easy to use. The integration between Sagitta and ImageRight is a game-changer for agencies to become more agile, efficient, and productive. Thanks again! ### 30. Sagitta **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** December 09, 2021 **What do you like best about Sagitta?** Good Accounting for large organizations. Report Builder is a great feature lacking in other systems **What do you dislike about Sagitta?** CSR / Insurance workflows are cumbersome, lengthy, and inefficient **What problems is Sagitta solving and how is that benefiting you?** Interdivisional accounting, reporting. **Official Response from Hillarie Holcomb:** > Hi there, Thank you for the review and the Sagitta accounting shoutout! Sagitta is an excellent tool because it automates your business processes and connects with your essential business technology. We're glad to hear that you're seeing those benefits in your agency. Thanks! ### 31. Gets the Job Done **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** August 29, 2019 **What do you like best about Sagitta?** The information gathering is well planned out and easy to find. All the inputs are nicely structured for ease of use. **What do you dislike about Sagitta?** The form creation process could be a little simpler, but overall not bad. It is a fairly well designed program and serves it's purpose. **What problems is Sagitta solving and how is that benefiting you?** Client management, invoicing, information gathering and activity tracking. Able to stay on top of client tasks based on what stage the account is in and properly documenting client information. ### 32. Liability certificates **Rating:** 3.5/5.0 stars **Reviewed by:** Amber V. | Project Manager, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** March 19, 2018 **What do you like best about Sagitta?** Easy process to create and print certificates. Easy to add holders and insurance policies. Easy to invoice and keep track of premiums, contacts, and clients. Sometimes cancelling invoices is difficult. Sometimes when I date off holders they still show up, but I can always archive them. **What do you dislike about Sagitta?** Sagitta freezes a lot. Doesn't have the most updated accord forms. Will constantly give me problems with password changes. If you put a special character in your password (which is required most of the time these days) Sagitta will not load the pdf correctly. Then I will have to have the IT department reset my password. Sometimes I will add information repeatedly and it doesn't show up. I will have to close the page I'm in and see if it shows up. Other times I have to log out completely and log back in to get the information I saved to show up. I don't like it when I save and it won't go to the next page. It will keep asking me if I want to save again. I have to quit to get out. **What problems is Sagitta solving and how is that benefiting you?** Great for printing insurance certificates of liability. I create invoices for clients in a timely manner. As I mentioned, it is hard to cancel them out when I make a mistake. There are two different ways to add supplemental names (under the policy or under client units) but it doesn't always work when you add the names under the policy. Sometimes client units works better and sometimes adding it under the policy works better. ### 33. Agency management tool that needs updates **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** January 06, 2018 **What do you like best about Sagitta?** Once you understand the software and it's quirks you can quickly navigate to the client screen you're looking for. **What do you dislike about Sagitta?** There are many short cuts that are needed including auto fill options. I work in the insurance industry and find that the process of changing coverage on a vehicle in sagitta is cumbersome. There needs to be a Comprehensive only button that can be selected for vehicles as the current process includes manually deleting every line and then having to save with a 0 in all of the liability lines. We then have to open it back up and remove the 0's and save again. When we're in a pool system taking calls while trying to make changes for the last client every second counts. I am unimpressed by this software and it's over complicated way of getting where you need to go. I feel like the navigation needs a serious clean up. There's no reason to have 2 or 3 ways to get where you need to go. As a new employee Sagitta is extremely hard to understand because 2 people can train you differently on how to get from one screen to another because there are multiple ways to do so. **What problems is Sagitta solving and how is that benefiting you?** Sagitta makes it easy to track notes left by other users on accounts so we are well informed when taking calls from clients. ### 34. Get Applied/TAM & save yourself time and money. **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** April 10, 2018 **What do you like best about Sagitta?** I dont like Sagitta, it’s expensive and useless. I like the fact that there are better Agency Management Systems out there. **What do you dislike about Sagitta?** I dont think it’s very user friendly, need a lot of training to implement this AMS. **What problems is Sagitta solving and how is that benefiting you?** None, I am having a hard time coming up with anything more than the fact that Sagitta is better than nothing, if it was my ONLY option I wouldnt turn it down. ### 35. Powerful product **Rating:** 4.5/5.0 stars **Reviewed by:** Justin P. | Marketing Coordinator, Insurance, Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2017 **What do you like best about Sagitta?** Simple yet powerful agency management product that we use to track all of our clients and their coverages. It's not flashy and gets the job done. **What do you dislike about Sagitta?** Not visually appealing, but since it is a back of house software it doesn't need to be. Sometimes we have had issues with information populating into ACORD applications. **Recommendations to others considering Sagitta:** Good training is necessary but once you know it, it's easy! **What problems is Sagitta solving and how is that benefiting you?** We are able to use Sagitta to best track our clients' information without having to store and read each policy over and over again. ### 36. Image Right **Rating:** 2.5/5.0 stars **Reviewed by:** Marcelo A. | Head of all corporate IT initiatives, Insurance, Mid-Market (51-1000 emp.) **Reviewed Date:** October 19, 2017 **What do you like best about Sagitta?** Software that combine workflow with document storage, making easier for users to have all they need to perform their work in one place. **What do you dislike about Sagitta?** Although there is a web version, it still lacks some of the functionalities available on the full client PC version **What problems is Sagitta solving and how is that benefiting you?** managing work among the users and staging documents ### 37. Makes managing a breeze **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2017 **What do you like best about Sagitta?** The Sagitta management system is the most flexible and powerful management system available today, designed specifically to help large agencies, MGAs, bankers and national brokers simplify workflow, increase productivity, enhance customer service, and control operating costs. **What do you dislike about Sagitta?** As stated earlier, no product is perfect. One of the major shortcomings is on the marketing side which Vertafore continues to explore. There are other areas that are not bad but unique in their approach that you will want to evaluate such as the built-in workflow system, the way activities are generated, and the integration with products such as Outlook and Microsoft Word **What problems is Sagitta solving and how is that benefiting you?** In our experience, Sagitta Browser is an ideal agency management system for a P&C broker with 50 or more users. ### 38. Pretty user friendly **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** January 17, 2018 **What do you like best about Sagitta?** If you've entered something by mistake it is fairly easy to remedy the situation and can usually be done several different ways. **What do you dislike about Sagitta?** I wish there was an option for renewing a certificate rather than having to completely recreate it each year. It would really save a lot of time if the information would pull through based on what was on the expiring cert and the policies renewed. **What problems is Sagitta solving and how is that benefiting you?** Policy management, certificate issuance ### 39. Gets the job done **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** January 27, 2018 **What do you like best about Sagitta?** Not as robust of an interface as I’d like but it worked better than other insurance software I’ve used previously. **What do you dislike about Sagitta?** The interface is cumbersome and has a lot more things we don’t use or need for our specific needs. **Recommendations to others considering Sagitta:** Do your research and make sure it will work with your specific needs **What problems is Sagitta solving and how is that benefiting you?** A platform for inputting insurance policy details. ### 40. 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. ### 41. Sagitta- Good tool for midsize agency **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** October 30, 2017 **What do you like best about Sagitta?** Sagitta was very user friendly. Good ability to run reports. **What do you dislike about Sagitta?** like so many operating systems, not a good tool for prospecting **Recommendations to others considering Sagitta:** find a good prospecting system where information can easily be uploaded into sagitta **What problems is Sagitta solving and how is that benefiting you?** Ability to run reports, especially sales reports was great. All information broken down in easy to read and understand format. ## 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?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-05+19%3A51%3A52+-0500&secure%5Bsession_id%5D=d2511f93-f069-4df4-b7d8-7d7601296cab&secure%5Btoken%5D=808c3705107421d92d94df41a5f8256cb49cbd7bd27244cd314ba7d5fb8318f3&format=llm_user) ## Sagitta Features **Administration** - Accounting - Contact Management - Commissions - Sales Tools - Reporting & Dashboards - 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 **Insurance Documentation** - Claims Management - Policy Management - Invoicing & Receipts - Electronic Signatures - Client Management - Lead Management **** - 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 (1,774 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 (708 reviews)