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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Some areas, such as proposal builder, could be improved by applying newer technology. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Some of the interfaces could be updated. Update UI and other visual attributes. Review collected by and hosted on G2.com.

I like Sagitta's ability to customize for our specialty business. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I find Sagitta to be robust for a large agency. The Epay integration makes customer invoicing simple for our trust accounting team. Review collected by and hosted on G2.com.

Faster time to implement requested changes. Review collected by and hosted on G2.com.

I like the ease of use of Sagitta. It makes accessing accounting reports effortless. The initial setup was also easy, which I really appreciated. Review collected by and hosted on G2.com.

having to press the multi button Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

nothing Review collected by and hosted on G2.com.

Flexibility. Ability to handle most any challenge thrown at it. Review collected by and hosted on G2.com.

Timeline and complexity involved with customization. Review collected by and hosted on G2.com.

Data is power. Securely storing multiple data points allows for boundless reporting. Review collected by and hosted on G2.com.

Data verification is lacking. Validate fields such as email and phone number. Review collected by and hosted on G2.com.

accounting & ability to reconcile to GL & trial balance Review collected by and hosted on G2.com.

not able to invoice inter divisionally, but coming soon Review collected by and hosted on G2.com.