Sagitta

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.

Live Webinar

The AI Advantage - webinar graphic

Join Vertafore's Syd Roe and Heath Shearon on October 8 at 2 pm ET for a dive into the advantages of AI in your agency. 

Topics will will include:

  • Assessing the agency's need for AI
  • Data is the foundation
  • Data storage and security
  • Implementation of AI
  • How AI can help grow your agency

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

Live Webinar

AGY-Webinar-BenefitPoint -Banner

Join our webinar on October 9 at 2 pm ET as we dive into new BenefitPoint enhancements designed to help you reduce data entry, improve data quality, and boost overall efficiency. We will cover:

  • How to automatically update leads across accounts & plans
  • The importance of address validation
  • How to easily categorize plans with improved filtering and reporting capabilities 
  • Maintaining continuity and solid workflows with global changes for activity logs 
  • How you can utilize advanced search filters to help you manage renewals more efficiently

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, simple formatting 
  • Deliver high-quality, customized proposals
  • Stand out from the competition
  • Provide an intuitive client digital experience
  • Meet needs quickly and improve your agency-client relationships
  • Drive effective client engagement; reduce time
  • 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

  

 

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.