"The new user update and refresh of the UI. It is great and brings Sagitta into the 21st Century. I am excited for future updates and improvements to workflows and capabilties."
"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."
"I like that I get personalized assistance and feedback from Vertafore. When I have an enhancement need, they are always willing to listen and if they cannot do it, give other possible solutions."
"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."
"Policy data integration. Support is getting better. Future is bright. Integration with IR. Proposal and summary pull is great and saves time. Allows less am errors"
Good agency management system especially the accounting side
12/09/2021
"I like the accounting portion of Sagitta. It may be because I have used it for 30 years and I understand it so well. There are frequent updates made that contiue to make the job more streamlined."