Grow faster, without limits.

Enterprise-class agency management

The management system for agencies with enterprise needs, allowing for rapid growth through acquisitions or traditional methods. Sagitta also supports complex and specialty lines of business.

  • Work the way your agency wants
  • Accounting to fit your needs
  • Data security you can trust

Why Sagitta?

Made for larger agencies

Large agencies have different challenges and goals. Sagitta® focuses on solving your unique pain points.

Built to grow

Support your specialty lines and scale with your business, whether you're growing organically or by acquisition.

Flexibility and customization

Technology that supports your agency's internal processes and work style.

Sagitta: Your foundation to manage the insurance lifecycle, end-to-end

"We did an extensive search, and honestly, Vertafore had the only system that could effectively serve a 100-person agency...Sagitta is a solid core solution that enables us to handle a variety of insurance products."

Susan Stoddard, Systems Manager

Moreton & Company

The Sagitta ecosystem

Your business your way

Adopting the right agency management tools can empower your employees, improve your customer experience, and drive productivity.

Core customization capabilities

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Data security

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Advanced accounting features

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Features and integrated solutions for more wins

  • Create custom, business-winning proposals
  • Save time with pre-designed templates and simple formatting 
  • Deliver great client experiences with high-quality proposals
  • Customize proposals to stand out from the competition
  • Provide an intuitive client digital experience on any device 
  • Meet needs quickly and improve your agency-client relationships
  • Drive effective client engagement; reduce time on simple inquiries 
  • Increase the security of document sharing
  • Get quotes from multiple carriers in the same time it typically takes to get one.
  • Automatically prefill data from Sagitta to streamline the process.
  • Deliver the right commercial insurance options at the right price to your clients.

Our users love us

  • Spring 2022
  • Summer leader
  • Fall Leader



Real reviews from real Sagitta users

Learn more about how Sagitta can transform your business

Sagitta Data Sheet
Bowen, Miclette, & Britt reaches unprecedented operational insight and efficiency by harnessing the power of WorkSmart

Discover how Bowen, Miclette & Britt uses technology to provide superior, efficient customer service.

Sagitta Carrier Partner List

Sagitta connectivity report 

Better together: Integrated agency solutions for Sagitta

Content management designed specifically for insurance.

Providing your customers with 24/7 access to their insurance information.

The management solution created for the unique needs of your benefits business.

Deliver a game-changing experience for commercial quotes.

Close more business with the leading real-time personal lines comparative rater.

Create business-winning proposals with ease.

Actionable insights from the industry's most comprehensive data platform. 

Gain the expertise you need to diversify your book of business.