Features & Quick Stats
Key Features
- Made for larger agencies
- Built to grow
- Flexibility and customization
- Accounting to fit your needs
- Proposal builder
Learn more about all three Vertafore agency management systems.
Core Business
How Sagitta Helps Independent Agents & Brokers
Sagitta offers enterprise-class agency management, allowing for rapid growth through acquisitions or traditional methods. Sagitta also supports complex and specialty lines of business. Work the way your agency wants, with accounting to fit your needs and data security you can trust.
Partnerships
Certifications & Awards
- G2 Top 50 Financial Services Products, Best Software (2025)
- G2 Users Love Us
- Insurtech 100 (2024)
- Insurance Business 5-Star Technology and Software Provider (2025)
- Excellence in Customer Service Award (2025)
Product FAQs
Agency Management System
Suspense/follow-up tracking?
Yes
Direct bill commission download available?
Yes
Electronic signature integration?
No
Track all user activity?
Yes
Purge customer data/documents?
Yes
User customize views for "my" policies?
Yes
Employee time tracking available?
No
Personal downloads available?
Yes
Custom proposal module?
Yes
Location/mapping integration?
Yes
Support real-time interface for claim inquiries?
Yes
Ability to import schedules?
Yes
Agency/employee license tracking available?
Yes
Dashboard feature included?
Yes
Integrate with comparative quoting/rating systems?
Yes
Tools available for customer self-service
[Policy changes, Client issue certificates, Client portal, eSignature integration]
Split/merge customers?
Yes
Task management?
Yes
Commercial downloads available?
Yes
Boolean searches of data?
No
Open documented API?
Yes
Track claim activity?
Yes
System support provided
[Support by email, Support by live chat, Support by phone, Training in-person, Training using videos, Training by person virtually, Active user group, On screen help]
Support claim download?
Yes
Accounting integrated?
Yes
Split/merge policies between customers?
Yes
All data fields available for reporting?
Yes
Software/platform access
[Browser Based with a Local Client, On Premises]
Reporting on activity data?
Yes
Document creation capability?
Proprietary word processing
Document management/scanning features available?
[Drag and drop file attachment, Global document search capability]
Reporting capabilities
[Commission payable reports, Commission receivable reports, Export reports to Excel, Production level reporting, Marketing campaign reports, New business reports, Sales production by employee, X-date reports]
Agency procedures available in system?
Yes
Fillable ACORD forms?
Yes
Marketing capabilities
[Risk surveys]
Data sources available for document merging
[Contact, Policy, Coverage]
Dashboard customizable by agency role?
Yes
SMS/Texting integrated?
No
Scanning/attaching to client file capability?
Yes
Policy processing workflows?
Yes
Automatic renewal processing available?
Yes
Dashboard alert of items past due?
Yes
Custom activity tracking?
Yes
System security by role/function?
Yes
Carrier submission management available?
Yes
Fax integration?
No
VOIP integration?
No
Custom form capabilities?
Yes
Microsoft 365 integration
[Email, Calendar, Tasks]
Reminder notifications/alerts available
[Pop-up]
Archive customer data/documents?
Yes
Scanning/attaching to carrier file capability?
Yes
Accounting features offered
[General Ledger, Account Payables, P&L and Balance Sheet, Vendor Payables, Company Payables, Customer Billing]
Prioritize/flag notes?
No
Mobile device access
No
User Community
Network of Vertafore Users (NetVU) connects Vertafore users to share experiences, workplace needs, and professional goals. As a benefit of using Vertafore technology solutions, Vertafore customers are NetVU members at no cost.