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."
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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Sagitta is built for personalization
- User-defined fields and files
- Quick-entry fields
- Personalized navigation menus
- Grid display
Data security
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Secure your most important asset
- Grant or restrict access to sensitive information via roles
- Configuration options for viewing, modifying, or deleting data
- Audit trails for event tracking, login activity, and data changes
- Holistic view of all security-related activity
Advanced accounting features
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Accounting doesn't have to be a headache anymore
- Complete interdivisional postings
- Automated direct bill reconciliation
- Detailed payables process
- Agency bill installment invoicing
Accounting doesn't have to be a headache anymore
- Complete interdivisional postings
- Automated direct bill reconciliation
- Detailed payables process
- Agency bill installment invoicing
Features and integrated solutions for more wins
Our users love us
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
Sagitta Carrier Partner List