Verified User in Insurance
AI
Verified User in Insurance
Mid-Market (51-1000 emp.)
"Nitsche Group Claims Department Sagitta Review."
4/5
What do you like best about Sagitta?

I work in the Agency Commercial Claims Department.

- I like the automatic Integration of claim details going directly into the ACORD Loss Notices.

- I like how you can jump directly from a diary to the claim with one click. Review collected by and hosted on G2.com.

What do you dislike about Sagitta?

- Sagitta needs to update the system to incorporate the latest ACORD Loss Notice Forms for Claims. The ones Sagitta uses now are very outdated and limiting. Please update to include the newest versions of the Loss Notices.

- We would also like to see an "Insert" tab added to the Claims "CONTACT NOTES/COMMENTS" section to be able to insert older notes/comments that have not been entered yet. As it is now, the only options are "Add, Edit, Delete" We try to keep notes in chronological order, which is impossible to do when you cannot insert older comments/notes between the newer ones.

- Need to add an "Expense" field to the "Settlement" section of the "Claims Details" page. Review collected by and hosted on G2.com.

BD
Bryant D.
Enterprise (> 1000 emp.)
"Great Integrations"
5/5
What do you like best about Sagitta?

It integrates with ReSource Pro Policy Insights tool. Review collected by and hosted on G2.com.

What do you dislike about Sagitta?

There is not anything that I dislike at the moment. Review collected by and hosted on G2.com.

DB
Deb B.
Mid-Market (51-1000 emp.)
"Forever Sagitta user"
5/5
What do you like best about Sagitta?

Invoicing for changing installments is easy Review collected by and hosted on G2.com.

What do you dislike about Sagitta?

Proposal Builder is taking too long - not usable Review collected by and hosted on G2.com.

BM
Barb M.
Client Service Consultant
Mid-Market (51-1000 emp.)
"Sagitta is a great agency tool"
4/5
What do you like best about Sagitta?

The ability to generate forms/proposals etc from the policy data entered. Review collected by and hosted on G2.com.

What do you dislike about Sagitta?

it is cumbersome to teach new employees this system. many screens, data fields, etc. I know it very well having worked in it for 18+ years Review collected by and hosted on G2.com.

SN
Stefanie N.
Accounting & Office Admin. Assistant
Mid-Market (51-1000 emp.)
"Newish User - STILL Very Impressed"
5/5
What do you like best about Sagitta?

Integration with accounting and the checks/balances in place to limit errors. Review collected by and hosted on G2.com.

What do you dislike about Sagitta?

The user interface is a bit dated and as a result the system seems clunky. Some font changes, color refresh, and some graphic updates could improve the experience. Review collected by and hosted on G2.com.

Response from Hillarie Holcomb of Sagitta

Hi Stefanie,

Thank you for taking the time to leave us a review! It's great to hear that you already see the benefits of Sagitta, even though you are a newer user. We want to ensure that customers have the best possible user experience. That's why our roadmap for future updates includes modernizing the look and feel of our platforms.

Thanks again!

Jessica B.
JB
Jessica B.
Insurance Account CSR
Insurance
Small-Business (50 or fewer emp.)
"Could be better"
2/5
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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

MP
Maria P.
Insurance Marketer
Small-Business (50 or fewer emp.)
"The system is not as clear-cut as I would like."
3.5/5
What do you like best about Sagitta?

It produces good reports if the correct information is input into all the correct fields. Review collected by and hosted on G2.com.

What do you dislike about Sagitta?

It would be good to have more required fields so people don't leave so much information blank. Review collected by and hosted on G2.com.

Verified User in Insurance
AI
Verified User in Insurance
Enterprise (> 1000 emp.)
"A system with a lot of potential if you use if correctly."
3.5/5
What do you like best about Sagitta?

The policy history is a really helpful tool to see who made changes. Review collected by and hosted on G2.com.

What do you dislike about Sagitta?

Certificate module is lacking in functionality and difficult to manage large volume of certificates. Review collected by and hosted on G2.com.

Patti R.
PR
Patti R.
Account Manager
Mid-Market (51-1000 emp.)
"Sagitta is awesome"
5/5
What do you like best about Sagitta?

The detail and history within sagitta make it superior to other systems. I like the ability to add all of the information in one place for each policy period knowing that everything can be located at any time if necessary. I like the flexibility of being able to customize the screens for information that may be needed for our unique clients or for reporting purposes. Review collected by and hosted on G2.com.

What do you dislike about Sagitta?

The policy detail does not transfer easily and intuitively to acord forms. The lack of some acord forms makes it more challenging to complete a submission without generating forms outside sagitta.

Being unable to generate other than "canned" reports without using external reporting tools can be frustrating to managment who don't understand sagitta. Review collected by and hosted on G2.com.

Response from Hillarie Holcomb of Sagitta

Hi there,

Thank you for the review! We're happy to hear that Sagitta works so well for your agency. As an agency management system, Sagitta gives employees everything they need to provide fantastic service to clients. It's also great that your office is focused on data consistency. That certainly makes a difference when it comes to eliminating E&O claims.

Thanks again!

Verified User in Insurance
UI
Verified User in Insurance
Small-Business (50 or fewer emp.)
"The more I learn about Sagitta, the better the score will get"
4/5
What do you like best about Sagitta?

So far, the ease of payables.

It is easy to process the payable Review collected by and hosted on G2.com.

What do you dislike about Sagitta?

Report builder is difficult to get my head around Review collected by and hosted on G2.com.