--- title: Sagitta Reviews meta\_title: 'Sagitta Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 91 reviews by the users' company size, role or industry to find out how Sagitta works for a business like yours. aggregate\_rating: rating\_value: 3.9 review\_count: 91 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Insurance url: https://www.g2.com/categories/insurance --- # Sagitta Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by Sagitta but has limited features. Are you part of the Sagitta team? [Upgrade your plan](https://sell.g2.com) to enhance your branding and engage with visitors to your profile! Sagitta® is an agency management system purpose-built for large and enterprise independent insurance agencies. Large agencies depend on specialized technology that grows and flexes to accommodate their rapid changes. Sagitta is designed to grow quickly with an expanding enterprise agency. Sagitta is also a central solution for AgencyOne®, Vertafore’s integrated platform that connects an agency’s business. AgencyOne provides one interface across platforms, so users can log into their favorite Vertafore products with a single sign-on, enjoy a 360-degree client view, find information quickly with one search, and navigate quickly across solutions. Independent insurance agencies leverage Sagitta to: Tailor workflows to manage complex business: Large agencies have large, complex processes. The agency management systems that provide out-of-the-box workflows, forms, fields, and functions don’t cut it for enterprise-sized businesses. Sagitta is highly customizable and allows users to tailor every aspect of the solution to meet individual needs and preferences. Scale quickly as business needs change and grow: Sagitta can handle large volumes of data and users, so it scales as a business grows. Sagitta can keep up with the rapid growth that defines enterprise-level agencies. Secure and control sensitive data: Your data is critical. Sagitta provides robust security features to protect critical data. The solution is configured to restrict data access to designated roles. Audit trails provide a clear view of all system activity, ensuring data integrity and security. Build custom reports and analytics: Large insurance agencies run on data, and Sagitta can handle it. The capacity to analyze complex data is unmatched by any other AMS on the market. Manage advanced accounting tasks: Sagitta’s accounting capabilities are designed to manage large agencies' enterprise-level financial transactions. This advanced accounting capacity means large independent agencies have access to: Automate direct bill reconciliation: Save time and reduce errors with automated invoice matching and reconciliation. Manage accounts payables: Gain precise control over your payables with itemized records and streamlined check processing. Leverage dedicated enterprise-level support and implementation: Implementing and maintaining an enterprise-level AMS is a significant undertaking that requires enterprise-level implementation and support. Vertafore is present and ready to guarantee smooth onboarding, employee adoption, and solution configuration from adoption to full speed ahead. When agencies adopt Sagitta, Vertafore is with them every step of the way. * * * Seller [Vertafore](https://www.g2.com/sellers/vertafore) Discussions [Sagitta Community](https://www.g2.com/products/sagitta/discuss) Languages Supported English Solution Type All-in-One Overview by Vertafore Marketing Show More ## Value at a Glance Averages based on real user reviews. ### Time to Implement 5 months ### Perceived Cost $$$$$ [ View More Pricing Information ](https://www.g2.com/products/sagitta/pricing) ## Top-Rated Alternatives [ ![Applied Epic](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Applied Epic") Applied Epic 4.4/5(1,800) ](https://www.g2.com/products/applied-epic/reviews) [ ![Applied TAM](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Applied TAM") Applied TAM 3.4/5(56) ](https://www.g2.com/products/applied-tam/reviews) [ ![EZLynx](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "EZLynx") EZLynx 4.4/5(722) ](https://www.g2.com/products/ezlynx-ezlynx/reviews) [ View All Alternatives ](https://www.g2.com/products/sagitta/competitors/alternatives) ## User Insights Average based on 91 real user reviews. Implementation Time 5 months Perceived Cost $$$$$ [Log in to unlock pricing and user insights](/login) LB logan b. Small-Business (50 or fewer emp.) 4/14/2026 "Customizable and Robust Accounting Tool with Room for Integration" 3.5/5 What do you like best about Sagitta? I like the customizability and data access in Sagitta. The combination of the accounting system and reporting functions is also really beneficial. The ability to pull all data and customize how it's input makes a big difference, and the accounting side blends well with the reporting system. Review collected by and hosted on G2.com. What do you dislike about Sagitta? I find the responsiveness an issue and the interface feels aged. There's also a need for better integration with third-party software. Improving and updating much of the user screens and experience, and introducing a more comprehensive API system would be beneficial. Review collected by and hosted on G2.com. What problems is Sagitta solving and how is that benefiting you? Sagitta organizes our data, stores all accounting entries, and combines the accounting side with a reporting system. The ability to pull all data and customize input is key. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign TW Tracey W. Mid-Market (51-1000 emp.) 4/15/2026 "Seamless Client Support with Sagitta's Integrations" 3.5/5 What do you like best about Sagitta? I like that Sagitta serves as a single source of reporting for forecasting and client contact information. I really appreciate Sagitta's ability to integrate with various applications like InsurLink, ImageRight, and PL Rater, which makes supporting our clients more seamless. Review collected by and hosted on G2.com. What do you dislike about Sagitta? Some areas, such as proposal builder, could be improved by applying newer technology. Review collected by and hosted on G2.com. What problems is Sagitta solving and how is that benefiting you? Sagitta provides a single source for forecasting and client contact info, making reporting seamless. Integrations with apps like InsurLink and ImageRight enhance client support. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign BH Brittnie H. Mid-Market (51-1000 emp.) 4/14/2026 "Essential Tool for Agency Policy Management" 5/5 What do you like best about Sagitta? I like the policy page functionality in Sagitta because it lets me see everything at once. The grid is particularly beneficial for those who are logical and prefer that kind of view. From what I've heard, the initial setup was great. Review collected by and hosted on G2.com. What do you dislike about Sagitta? Some of the interfaces could be updated. Update UI and other visual attributes. Review collected by and hosted on G2.com. What problems is Sagitta solving and how is that benefiting you? I use Sagitta for policy management, helping me stay on top of renewals and other transactions. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign LZ Liz Z. Mid-Market (51-1000 emp.) 4/14/2026 "Highly Customizable, Needs Better Proposal Features" 4.5/5 What do you like best about Sagitta? I like Sagitta's ability to customize for our specialty business. Review collected by and hosted on G2.com. What do you dislike about Sagitta? Certificate generation is cludgy, and the proposals just don't generate well. They don't pull all our specialty info, and the proposals are very plain. The initial setup was also time-consuming due to specialty information. Review collected by and hosted on G2.com. What problems is Sagitta solving and how is that benefiting you? I use Sagitta to manage all client data, invoicing, accounting payables, and vendors. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign ![Brian R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Brian R.") BR Brian R. Enterprise (\> 1000 emp.) 4/15/2026 "Robust for Large Agencies, Simplifies Invoicing" 3.5/5 What do you like best about Sagitta? I find Sagitta to be robust for a large agency. The Epay integration makes customer invoicing simple for our trust accounting team. Review collected by and hosted on G2.com. What do you dislike about Sagitta? Faster time to implement requested changes. Review collected by and hosted on G2.com. What problems is Sagitta solving and how is that benefiting you? Sagitta acts as our system of record and simplifies customer invoicing for our trust accounting team with the Epay integration. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign TK Timothy K. Mid-Market (51-1000 emp.) 4/14/2026 "Easy to Use with Room for Improvement" 4/5 What do you like best about Sagitta? I like the ease of use of Sagitta. It makes accessing accounting reports effortless. The initial setup was also easy, which I really appreciated. Review collected by and hosted on G2.com. What do you dislike about Sagitta? having to press the multi button Review collected by and hosted on G2.com. What problems is Sagitta solving and how is that benefiting you? I use Sagitta for easy access to accounting reports and enjoy its ease of use. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign ES Earline S. Mid-Market (51-1000 emp.) 4/14/2026 "Easy Setup, Effective for Agency Accounting" 3.5/5 What do you like best about Sagitta? I like how Sagitta assists with agency accounting, especially the feature of adding to different divisions, and I found the initial setup to be easy. Review collected by and hosted on G2.com. What do you dislike about Sagitta? nothing Review collected by and hosted on G2.com. What problems is Sagitta solving and how is that benefiting you? I use Sagitta for agency management, specifically for agency accounting, and I like adding to different divisions. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign SR shirell r. Enterprise (\> 1000 emp.) 5/7/2025 "Sagitta 2025" 3.5/5 What do you like best about Sagitta? Flexibility. Ability to handle most any challenge thrown at it. Review collected by and hosted on G2.com. What do you dislike about Sagitta? Timeline and complexity involved with customization. Review collected by and hosted on G2.com. What problems is Sagitta solving and how is that benefiting you? Sagitta is our primary Agency management system and makes it possible to properly service our accounts no matter the type or department. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign JP Jesse P. Mid-Market (51-1000 emp.) 5/7/2025 "Sagitta is life" 4/5 What do you like best about Sagitta? Data is power. Securely storing multiple data points allows for boundless reporting. Review collected by and hosted on G2.com. What do you dislike about Sagitta? Data verification is lacking. Validate fields such as email and phone number. Review collected by and hosted on G2.com. What problems is Sagitta solving and how is that benefiting you? Storehouse for client and accounting data Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign JO joyce o. Enterprise (\> 1000 emp.) 5/8/2025 "Sagitta great for large agencies" 4.5/5 What do you like best about Sagitta? accounting & ability to reconcile to GL & trial balance Review collected by and hosted on G2.com. What do you dislike about Sagitta? not able to invoice inter divisionally, but coming soon Review collected by and hosted on G2.com. What problems is Sagitta solving and how is that benefiting you? tracking producers & production credit Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 Gives Campaign ## Questions about Sagitta? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Sagitta ](https://www.g2.com/products/sagitta/discussions/new) GU Guest User What is Sagitta used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-sagitta-used-for) [ View all Discussions ](https://www.g2.com/products/sagitta/discuss) ## Pricing Insights Averages based on real user reviews. ### Time to Implement 5 months ### Perceived Cost $$$$$ [ View More Pricing Information ](https://www.g2.com/products/sagitta/pricing) Sagitta Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_d2eb52f559f75a44e84a8e52437b0e4d/ams360.png "Product Avatar Image") AMS360 4.3/5(968) [ Compare Now ](https://www.g2.com/compare/ams360-vs-sagitta) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_637d6a3179f04c22c82f6327a286b6ad/applied-epic.png "Product Avatar Image") Applied Epic 4.4/5(1,800) [ Compare Now ](https://www.g2.com/compare/applied-epic-vs-sagitta) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_637d6a3179f04c22c82f6327a286b6ad/applied-tam.png "Product Avatar Image") Applied TAM 3.4/5(56) [ Compare Now ](https://www.g2.com/compare/applied-tam-vs-sagitta) ##### ##### Sagitta Features Administration Accounting Contact Management Commissions Insurance Documentation Claims Management Insurance Policy Management Invoicing & Receipts [ View More Features ](https://www.g2.com/products/sagitta/features) ##### Categories on G2 [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems) ##### Explore More [What fleet management software stays reliable under heavy usage with a large number of vehicles without becoming slow or losing tracking accuracy?](https://www.g2.com/discussions/what-fleet-management-software-stays-reliable-under-heavy-usage-with-a-large-number-of-vehicles-without-becoming-slow-or-losing-tracking-accuracy)[Which operational risk app is best for small business use](https://www.g2.com/discussions/which-operational-risk-app-is-best-for-small-business-use)[Drift vs Tidio for a startup that needs a chatbot for both support and lead capture without paying enterprise prices?](https://www.g2.com/discussions/drift-vs-tidio-for-a-startup-that-needs-a-chatbot-for-both-support-and-lead-capture-without-paying-enterprise-prices) [What integrations should you look for in an intelligent content management platform such as Box?](https://www.g2.com/discussions/what-integrations-should-you-look-for-in-an-intelligent-content-management-platform-such-as-box)[What cloud workload protection platforms have a setup that does not overwhelm a security team that is trying to deploy at enterprise scale quickly?](https://www.g2.com/discussions/what-cloud-workload-protection-platforms-have-a-setup-that-does-not-overwhelm-a-security-team-trying-to-deploy-at-enterprise-scale-quickly%20)[Pros and Cons Details](https://www.g2.com/products/sagitta/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)