AS
Alexandra S.
Account Coordinator
Enterprise (> 1000 emp.)
"Easy to Use everything in one spot!"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Hillarie Holcomb of Sagitta
Edit edit

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!

Verified User in Insurance
II
Verified User in Insurance
Enterprise (> 1000 emp.)
"Review"
3/5
What do you like best about Sagitta?

Create multiple certs is an easy process Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Response from Hillarie Holcomb of Sagitta
Edit edit

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!

MV
Melissa V.
Product Support Analyst
Enterprise (> 1000 emp.)
"Product Support Analyst"
4/5
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. Review collected by and hosted on G2.com.

What do you dislike about Sagitta?

invoicing final product output looks like its from 1963. Review collected by and hosted on G2.com.

Response from Hillarie Holcomb of Sagitta
Edit edit

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!

Patti S.
PS
Patti S.
Vice President Commercial Lines
Mid-Market (51-1000 emp.)
"Needs to be updated"
2.5/5
What do you like best about Sagitta?

Certificate attachments are extremely helpful Review collected by and hosted on G2.com.

What do you dislike about Sagitta?

Seems very antiquated and requires too many clicks to process Review collected by and hosted on G2.com.

Response from Hillarie Holcomb of Sagitta
Edit edit

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!

Verified User in Accounting
UA
Verified User in Accounting
Mid-Market (51-1000 emp.)
"Sagitta is easy to use but could be upgraded"
4/5
What do you like best about Sagitta?

I like the client search tab on Sagitta, very easy to find policies. Review collected by and hosted on G2.com.

What do you dislike about Sagitta?

Dislike the policy screen that shows the service team. Review collected by and hosted on G2.com.

Verified User in Insurance
AI
Verified User in Insurance
Enterprise (> 1000 emp.)
"news aeticle"
4/5
What do you like best about Sagitta?

reporting, accounting ,, one place for one document Review collected by and hosted on G2.com.

What do you dislike about Sagitta?

too many clicks for end user/ make it more integrated with other products Review collected by and hosted on G2.com.

Response from Hillarie Holcomb of Sagitta
Edit edit

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!

Verified User in Insurance
UI
Verified User in Insurance
Enterprise (> 1000 emp.)
"Robust program that you can customize for your agency"
4/5
What do you like best about Sagitta?

Ability to map fields to partner programs we utilize for our wide variety of clients. Review collected by and hosted on G2.com.

What do you dislike about Sagitta?

Certificate issuance - more complicated than it should be. Review collected by and hosted on G2.com.

Response from Hillarie Holcomb of Sagitta
Edit edit

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!

Verified User in Insurance
AI
Verified User in Insurance
Enterprise (> 1000 emp.)
"Sagitta Review"
3.5/5
What do you like best about Sagitta?

Integration with ImageRight and that all the date is caputured. Review collected by and hosted on G2.com.

What do you dislike about Sagitta?

The certificate issuance is difficult to learn. Review collected by and hosted on G2.com.

Response from Hillarie Holcomb of Sagitta
Edit edit

Hi there,

Thanks so much for sharing your experience with Sagitta! We appreciate your feedback.

Verified User in Insurance
UI
Verified User in Insurance
Mid-Market (51-1000 emp.)
"easy to use and straightforward"
4.5/5
What do you like best about Sagitta?

Integration with ImageRight. I like how the policies are pre-populated into ImageRight. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Hillarie Holcomb of Sagitta
Edit edit

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!

Verified User in Insurance
UI
Verified User in Insurance
Enterprise (> 1000 emp.)
"Sagitta"
3.5/5
What do you like best about Sagitta?

Good Accounting for large organizations. Report Builder is a great feature lacking in other systems Review collected by and hosted on G2.com.

What do you dislike about Sagitta?

CSR / Insurance workflows are cumbersome, lengthy, and inefficient Review collected by and hosted on G2.com.

Response from Hillarie Holcomb of Sagitta
Edit edit

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!