Nick K.
    NK
    Nick K.
    Insurance Consultant - Insurance

    Sagitta User since 80s

    03/29/2022
    "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."

    PF
    Peggy F.
    Select Commercial Account Manager - Insurance

    Awesome! Sagitta is the best.

    05/12/2022
    "Ease of accounting corrections when required. Ease of sending multiple COIs at renewal"

    Patti R.
    PR
    Patti R.
    Account Manager - Insurance

    Sagitta is awesome

    12/09/2021
    "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."

    Andrea S.
    AS
    Andrea S.
    Senior System Analyst/Project Manager - Insurance

    Experience is great

    03/29/2022
    "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."

    Linda F.
    LF
    Linda F.
    VP of Information Systems - Insurance

    VP Information Systems

    03/29/2022
    "Sagitta is customizable and easy to use. The reporting functionality is comprehensive."

    Verified User in Insurance
    UI
    Verified User in Insurance
    Verified User in Insurance

    Best system ever

    02/08/2022
    "I like how you can sort the policy details screen by policy number, effective date, coverage description, etc."

    Verified User in Insurance
    UI
    Verified User in Insurance
    Verified User in Insurance

    Robust program that you can customize for your agency

    03/29/2022
    "Ability to map fields to partner programs we utilize for our wide variety of clients."

    SN
    Stefanie N.
    Accounting & Office Admin. Assistant - Accounting

    Newish User - STILL Very Impressed

    12/10/2021
    "Integration with accounting and the checks/balances in place to limit errors."

    AS
    Alexandra S.
    Account Coordinator - Insurance

    Easy to Use everything in one spot!

    12/09/2021
    "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."

    Jennifer W.
    JW
    Jennifer W.
    Client Services Director - Insurance

    Sagitta is rad!

    03/29/2022
    "Flexibility and options. It integrates with our 3rd party platforms to help leverage data."

    Verified User in Insurance
    UI
    Verified User in Insurance
    Verified User in Insurance

    Love sagitta

    03/29/2022
    "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"

    CK
    Chris K.
    Regional Operations Manager, Premier Client Services - Insurance

    Sagitta is easy to use and includes all needed information for the most part

    12/09/2021
    "Easy to navigate in the system and find the information needed"

    MV
    Melissa V.
    Product Support Analyst - Insurance

    Product Support Analyst

    02/08/2022
    "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."

    TB
    Terry B.
    A - Insurance

    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."

    Verified User in Insurance
    UI
    Verified User in Insurance
    Verified User in Insurance

    Sagitta

    12/09/2021
    "Good Accounting for large organizations. Report Builder is a great feature lacking in other systems"