Simple & Robust
Sagitta is used by everyone on staff except for the sales team. It is a client management tool that stores our clients' info, policy …
Sagitta
Vertafore Sagitta
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What is Sagitta?
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.
Entry-level set up fee?
- No setup fee
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- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
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Product Details
What is Sagitta?
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.
Sagitta Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
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March 21, 2018
Simple & Robust
Sagitta is used by everyone on staff except for the sales team. It is a client management tool that stores our clients' info, policy details, and loss information. It is used in conjunction with another Vertifore product, ImageRight, which is essentially a digital file cabinet. These two work together well and have links to jump back and forth.
- 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.
- 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.