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Sagitta description
Sagitta by Vertafore is an insurance agency management system designed for larger agencies with complex needs. It's particularly well-suited for businesses focused on specialty insurance lines and those expecting significant growth, whether through mergers, acquisitions, or adding new clients. Sagitta is highly customizable, allowing you to tailor features, automate workflows, and manage your agency's data according to your specific requirements. It aims to streamline operations and improve efficiency for growing insurance businesses.
Who is Sagitta best for
Sagitta, by Vertafore, streamlines operations for growing insurance agencies, especially those with complex needs. Users praise its custom reports, tailored screens, and integrated accounting. However, some find the system slow, the certificate module cumbersome, and the interface dated. Consider Sagitta if you prioritize customization and robust data management but be prepared for a learning curve.
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Best for medium to large insurance agencies.
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Ideal for agencies managing complex insurance lines and expecting growth.
Sagitta features
| Supported Sagitta allows creating custom reports using its Report Builder feature. |
| Supported Sagitta supports custom reports to track sales and identify trends. |
| Supported Sagitta streamlines insurance agency operations, client interactions, and policy administration. |
We evaluate the sentiment that users express about non-functional aspects of the software
Ease of Use
Sagitta reviews
We've summarised 79 Sagitta reviews (Sagitta G2 reviews) and summarised the main points below.
- Comprehensive policy data management and robust database.
- Customizable screens for specific agency needs.
- Integrated accounting features and reporting capabilities.
- Easy invoicing and policy renewal processes.
- Excellent customer support with fast response times.
- Slow system performance and occasional freezing.
- Certificate module is difficult to use and manage, especially for high volumes.
- Proposal Builder needs improvement and is not fully functional.
- Limited integrations with other platforms and no mobile access.
- Dated user interface with clunky navigation and too many clicks.
Sagitta pricing
The commentary is based on 3 reviews from Sagitta G2 reviews.
No pricing information available.
Users sentiment
See the Sagitta pricing page.
Sagitta alternatives
EZLynxBetter for smaller agencies and the financial services industry. Has more features including endorsements handling and text messaging. However, users report issues with data transfer, support, and reporting accuracy. Has more momentum than Sagitta.Read more
BenefitPointBetter for enterprise companies focused on employee benefits. Higher rated by users.Read more
Applied EpicBetter fit for businesses of all sizes. Has broader industry application. Boasts stronger data security and compliance features. Offers a more modern user interface and experience, but users report performance issues. Has more momentum currently.Read more
NextAgencyBetter fit for smaller agencies focused on life, health, and senior insurance in the US. Offers flexible month-to-month contracts and prioritizes data privacy. Has superior customer service and ease of use, but Sagitta is growing faster.Read more
TableauBetter fit for enterprise companies and various industries. A Tableau alternative focused on broader business intelligence and data visualization. More popular and has more momentum. Easier to use, according to user reviews.Read more
Sagitta FAQ
What is Sagitta and what does Sagitta do?
Sagitta by Vertafore is an insurance agency management system for larger agencies with complex needs, especially those focused on growth and specialty lines. It offers customizable features, workflow automation, and robust data management to streamline operations and improve efficiency. However, some users report slow performance and a dated interface.
How does Sagitta integrate with other tools?
Sagitta offers limited integrations, a point of concern for some users. While it integrates with accounting features and reporting tools, it lacks connections with other platforms and mobile access. This limitation may restrict streamlined workflows for agencies relying on diverse software solutions.
What the main competitors of Sagitta?
Top alternatives to Sagitta include EZLynx, Applied Epic, BenefitPoint, and NextAgency. These platforms offer similar agency management system functionalities, catering to various agency sizes and specializations within the insurance sector.
Is Sagitta legit?
Sagitta, an insurance agency management system, appears legitimate based on user reviews and its established presence as a Vertafore product. However, some users report slow performance and a dated interface. Consider exploring alternatives like EZLynx or Applied Epic for potentially better performance.
How much does Sagitta cost?
I cannot find pricing information for Sagitta. Contact Sagitta directly to determine if the product and its features are worth the investment for your needs.
Is Sagitta customer service good?
Sagitta's customer service is highly regarded by users, who praise the knowledgeable support team and quick response times. While some users mention occasional delays in fixing defects, the overall sentiment towards support is positive.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.