Sagitta is offered by Vertafore as their agency management system for larger insurance agencies, MGAs, bankers, and brokerages, featuring its capacity to scale and automate processes for multiple products and locations.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
Employee (51-200 employees employees)
Pros
Simplicity. This software isn't the flashiest but it does store a ton of information and keeps it all in one place.
Works well with a file storage system called ImageRight. That way you can jump over to the policy you're referencing with ease.
Breadth of information. We have been able to add several tabs that make sagitta able to handle not only policy info, but claims, contacts, accounting, billing ,etc.
Cons
Visuals. It is not a visually appealing software.
Ability to handle info that doesn't fit existing fields exactly.
Inability to save unless specific fields are input. Sometimes, information just isn't readily available and Sagitta will not let you save unless you have put something into certain fields.
Return on Investment
Continuity across offices makes work simpler.
Ease of use with ImageRight to keep files tied together