MN
Maria N.
Account Manager
Small-Business (50 or fewer emp.)
"Sagitta"
5/5
What do you like best about Sagitta?

User friendly - management system - easy access Review collected by and hosted on G2.com.

What do you dislike about Sagitta?

Notes or free space to manage notes are not available at policy label. Review collected by and hosted on G2.com.

KB
Katelyn B.
Insurance agent
Mid-Market (51-1000 emp.)
"Sagitta has made working organized and simple to find client information"
5/5
What do you like best about Sagitta?

I can utilize sagitta to find all clients information in one place. Forms included. Review collected by and hosted on G2.com.

What do you dislike about Sagitta?

I do not have any dislikes with sagitta. Review collected by and hosted on G2.com.

Verified User in Insurance
UI
Verified User in Insurance
Mid-Market (51-1000 emp.)
"Sagitta Feedback"
0.5/5
What do you like best about Sagitta?

Cut and paste capability to quickly input or export. PL Rater export for existing clients. Review collected by and hosted on G2.com.

What do you dislike about Sagitta?

Outdated, not user-friendly, downloaded information doesn't sync/fill in entirely with some carriers. Unable to create reports on individual levels and client managers unable to track book of business. Review collected by and hosted on G2.com.

Verified User in Insurance
UI
Verified User in Insurance
Mid-Market (51-1000 emp.)
"Market Representative"
3.5/5
What do you like best about Sagitta?

Provides detail coverage information under each coverage line and allows entry of specific forms Review collected by and hosted on G2.com.

What do you dislike about Sagitta?

Filing would be easier if Sagitta allowed for filing inside the program similiar to Epic Review collected by and hosted on G2.com.

Verified User in Insurance
AI
Verified User in Insurance
Small-Business (50 or fewer emp.)
"Sagitta is a great system, some areas that are lacking, it has been around forever&keeps trucking"
3.5/5
What do you like best about Sagitta?

Billing is easy, being able to make edits via maintain is a win, copy merge Review collected by and hosted on G2.com.

What do you dislike about Sagitta?

CERTIFICATES!!!! number one area that needs to be reviewed. It would also be awesome if there was more integration with IR Review collected by and hosted on G2.com.

Verified User in Insurance
UI
Verified User in Insurance
Small-Business (50 or fewer emp.)
"Sagitta is user friendly and suits the agency’s needs"
4/5
What do you like best about Sagitta?

it is easy to keep everything organized for each client account Review collected by and hosted on G2.com.

What do you dislike about Sagitta?

auto is card for NY does not allow you to fit more characters, we've had issues many times with names getting cut off Review collected by and hosted on G2.com.

Verified User in Insurance
UI
Verified User in Insurance
Mid-Market (51-1000 emp.)
"I like the user friendly prompts, and more room for input."
4.5/5
What do you like best about Sagitta?

Notes on client pages; the easy changes; connection to CBD docs. Review collected by and hosted on G2.com.

What do you dislike about Sagitta?

It doesn't always pop up, sometimes it comes up blank. seem a bit unstable, and goes in an off-line mode, saying "'Disconnected" in the middle of a something.

When creating a cert, if there is a policy term cert before it, it doesn't pull the information - or all the info to renew it. Review collected by and hosted on G2.com.

ZA
Zoraida A.
Senior Account Manager
Mid-Market (51-1000 emp.)
"Senior Account Manager"
5/5
What do you like best about Sagitta?

I mostly like the ease of renewing a policy and invoicing. Also, making invoice corrections are easy Review collected by and hosted on G2.com.

What do you dislike about Sagitta?

I do not like that it tends to be slow sometimes Review collected by and hosted on G2.com.

Verified User in Insurance
AI
Verified User in Insurance
Small-Business (50 or fewer emp.)
"Overall it's a good system to work with."
4/5
What do you like best about Sagitta?

It's easy to navigate and find things when needed. Review collected by and hosted on G2.com.

What do you dislike about Sagitta?

I wish the Proposal portion was working and ready for roll-out. Acord forms don't always work properly. Review collected by and hosted on G2.com.

Verified User in Insurance
UI
Verified User in Insurance
Small-Business (50 or fewer emp.)
"SAGITTA USER 2 1/2 YEARS"
2.5/5
What do you like best about Sagitta?

reports are able to be downloaded to excel to manipulate the data. Review collected by and hosted on G2.com.

What do you dislike about Sagitta?

production reports and how they download. also some of the accounting functions. no ability to do journal entries to clients or carriers. Review collected by and hosted on G2.com.