TrustRadius: an HG Insights company

Vertafore Sagitta

Score8 out of 10

1 Reviews and Ratings

What is Vertafore 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.

Categories & Use Cases

Simple & Robust

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

Alternatives Considered

Applied Epic

Other Software Used

WebEx Meetings