The information gathering is well planned out and easy to find. All the inputs are nicely structured for ease of use. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Once you understand the software and it's quirks you can quickly navigate to the client screen you're looking for. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I dont like Sagitta, it’s expensive and useless. I like the fact that there are better Agency Management Systems out there. Review collected by and hosted on G2.com.

I dont think it’s very user friendly, need a lot of training to implement this AMS. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Software that combine workflow with document storage, making easier for users to have all they need to perform their work in one place. Review collected by and hosted on G2.com.

Although there is a web version, it still lacks some of the functionalities available on the full client PC version Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

If you've entered something by mistake it is fairly easy to remedy the situation and can usually be done several different ways. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Not as robust of an interface as I’d like but it worked better than other insurance software I’ve used previously. Review collected by and hosted on G2.com.

The interface is cumbersome and has a lot more things we don’t use or need for our specific needs. Review collected by and hosted on G2.com.

Its has simple layout that is not hard to learn. Review collected by and hosted on G2.com.

It does not have a lot of capabilities. A big one is importing and exporting Excel spreadsheets. Review collected by and hosted on G2.com.