Best for
Best for independent agencies working on Windows PCs that want their own management system and pick rating and marketing tools separately.
Insurance Agency Software Comparison
HawkSoft vs. Vertafore Sagitta
At a glance
At a glance
Best for
Best for large independent agencies and brokerages that run several offices, divisions or entities and grow through acquisitions.
- Enterprise
Cataleo does not name a winner. Both statements come from the vendors themselves.
Full Comparison
| Criterion | HawkSoft | Vertafore Sagitta |
|---|---|---|
| Users | Priced by concurrent users, with no limit on total user profiles | Large independent insurance agencies and brokerages with multiple offices, divisions or entities, and agencies serving niche markets and specialty lines |
| API | Two-way API integrations with listed partner products | Open, API-first architecture with third-party integrations |
| Hosting | HawkSoft 6: Windows application, data in HawkSoft Cloud on Microsoft Azure; agencies on HawkSoft 5 with a local server are not required to migrate | AWS cloud infrastructure, as stated by the vendor |
| Clients and policies | Personal and commercial lines policy management, with documents stored at policy level, retention alerts and uprate alerts that flag premium increases before renewal | Policy administration and client servicing with centralised client, policy and accounting data, user-defined quick-entry fields, preferred navigation, grid displays and forms |
| Lines of business and markets | Personal and commercial lines in the management system; the rater integrations cover personal lines, mostly auto and home | Built for multi-division agencies, specialty lines and niche markets; BenefitPoint is offered as a separate product for benefits business |
| Comparative rating and quoting | HawkSoft Rater shares policy data with ten third-party personal lines raters: two-way with ACS, Evolution, ITC TurboRater, PL Rating and QuoteRush, one-way with AccuAgency and EZLynx | Vertafore lists quoting as separate products that integrate with Sagitta, such as Commercial Submissions for commercial quotes |
| Carrier downloads and connectivity | Carrier downloads are part of the workflow tools, with a carrier downloads portal, documentation for carrier reps and book rolls for carriers; HawkLink for Chrome autofills carrier websites | Company Download imports carrier transactions into Sagitta, including renewals and Mobile Home (MHOME) updates, and a policy flag lets a downloaded renewal renew a remarketed policy without changing its remarket status |
| Sales pipeline and renewals | Lead management categories show where clients sit in the sales funnel, with cross-sell and upsell reports, retention alerts and batch email, letters and text messages | An Expiring Policies widget lists past-due policies for the policy servicer in order of expiration date, filtered by days before expiration, and production credit fields can carry over on renewals, remarkets and rewrites |
| Commissions and agency accounting | Trust accounting and commission tracking in HawkSoft, commission statements imported from Excel or CSV, and operating accounting in QuickBooks; Managed Accounting is a paid service | Multi-divisional accounting with interdivisional postings, flexible invoicing, automated direct bill reconciliation, detailed payables, agency bill installments and reconciliation |
| Client portal and certificates | Self-service Certificates portal where insureds create certificates and manage certificate holders, signing in with email and a verification code, plus an Insured Mobile App and e-signature | InsurLink, offered as a separate Vertafore product, gives clients 24/7 access to their insurance information |
| Compliance records and audit trail | A self-documenting Action Menu logs client interactions, which the vendor ties to reducing E&O risk, with automatic data backup and retention | Role-based permissions to grant or restrict access to sensitive information, and audit trails of login and user activity |
| Reports and exports | Agency Intelligence suite with KPI dashboards: close ratio by producer, policies per client, commissions by carrier, retention and book of business, with batch email sent from a report | Centralised client, policy, accounting and reporting data, with real-time reporting across divisions and locations |
| Integrations and API | Two-way API integrations with partners such as AgencyZoom, Agency Revolution, InsuredMine and Gaya, plus QuickBooks; HawkSoft states that enabling an integration carries no additional fee | Open, API-first architecture connecting Sagitta to Vertafore solutions and third-party tools, and AgencyOne linking workflows, systems and data across the agency |
| AI features | No | stated Yes |
| Deployment | Cloud (SaaS) | Not stated |
| Support | Phone, Email helpdesk, Chat | Not stated |
| Onboarding | Documentation and knowledge base, Video tutorials, Guided onboarding, Live online demos and webinars | Not stated |
| Company size | Not stated | Enterprise |
| Integrations | more entries QuickBooks, AgencyZoom, Agency Revolution, InsuredMine, Gaya, Canopy Connect, RingCentral, ACS, Evolution by Capital Software, ITC TurboRater, PL Rating, QuoteRush, AccuAgency, EZLynx | AgencyOne, InsurLink, WorkSmart, BenefitPoint, RiskMatch, Proposal Builder, Commercial Submissions |
Add a tool
Adds a column to the table, from the tools in this category.
Row where the values differ The small markers point at the lower number, the longer list or the stated feature. They describe the data, they are not a verdict.
The short version
Key Differences
- Hosting HawkSoft HawkSoft 6: Windows application, data in HawkSoft Cloud on Microsoft Azure; agencies on HawkSoft 5 with a local server are not required to migrate Vertafore Sagitta AWS cloud infrastructure, as stated by the vendor
- AI features HawkSoft No Vertafore Sagitta Yes
- Users HawkSoft Priced by concurrent users, with no limit on total user profiles Vertafore Sagitta Large independent insurance agencies and brokerages with multiple offices, divisions or entities, and agencies serving niche markets and specialty lines
- API HawkSoft Two-way API integrations with listed partner products Vertafore Sagitta Open, API-first architecture with third-party integrations
- Clients and policies HawkSoft Personal and commercial lines policy management, with documents stored at policy level, retention alerts and uprate alerts that flag premium increases before renewal Vertafore Sagitta Policy administration and client servicing with centralised client, policy and accounting data, user-defined quick-entry fields, preferred navigation, grid displays and forms
Every line is one datapoint from the table above, picked automatically. Nothing here is written text.
The trade-offs
Strengths and Limitations
HawkSoft
Strengths
- Two-way API integrations with partners including AgencyZoom, InsuredMine and Gaya
- Browser-based Agent Portal, which HawkSoft states is included in the subscription at no additional cost
- Self-service Certificates for a flat $49 per agency per month, with no per-certificate fees
- Cancellation with 30 days of notice, and the vendor states it charges nothing to take your data
Limitations
- Base and per-user prices are not published
- A Windows application; macOS needs a Windows virtual machine or a third-party hosting service
- Rating runs through third-party raters, one-way only with EZLynx and AccuAgency
Vertafore Sagitta
Strengths
- Accounting across divisions and entities, with interdivisional postings and agency bill installments
- Automated direct bill reconciliation
- Role-based permissions and audit trails of login and user activity
- Configurable quick-entry fields, navigation and grid displays
Limitations
- Prices are not published
- Quoting, client portal and proposals are separate Vertafore products
- The product page does not describe a sales pipeline or renewal workflow
Plans
Pricing
HawkSoft
- HawkSoft subscription Not stated Monthly base fee for the first user plus a fee per additional concurrent user; amounts not published.
- Self-service Certificates $49 Add-on, flat fee per agency per month, no per-certificate fees.
Vertafore Sagitta
- Sagitta Not stated Prices are not published; Vertafore offers a demo on request.
What users say
Review Scores · opens after launch
HawkSoft
- Ease of use
- Not rated yet
- User interface
- Not rated yet
- Onboarding
- Not rated yet
- Support and service
- Not rated yet
- Value for money
- Not rated yet
- Features
- Not rated yet
No reviews yet. Nothing has been published here yet, and no score is shown. How a review is checked before it appears is described below.
Vertafore Sagitta
- Ease of use
- Not rated yet
- User interface
- Not rated yet
- Onboarding
- Not rated yet
- Support and service
- Not rated yet
- Value for money
- Not rated yet
- Features
- Not rated yet
No reviews yet. Nothing has been published here yet, and no score is shown. How a review is checked before it appears is described below.
How we check reviews
Before sending, the author has to confirm three things: that they have used the product themselves, that they work neither for the vendor nor for a competitor, and that nobody is paying them for the review. We also ask whether the vendor invited them to write it. That answer is required, either answer is accepted, and it stays with the review.
Every review is read by a person before it appears. An email address is required and is confirmed: we send a link to it, and a review does not reach us until the author opens that link, so a review has a sender who was reachable at least once rather than being anonymous. Where what somebody writes needs backing, we ask them for evidence that they used the product, and a review that does not get it is not published. We publish positive and negative reviews alike, we pay nothing and offer nothing for a review, and we accept none that was bought or incentivised.
What we cannot do is verify a purchase. There is no shop here and no account, so whether the author really used the tool rests on their own declaration, on whatever we ask them for, and on the plausibility of what they write. We say so rather than implying a check that does not exist.
A vendor cannot buy a review, and cannot have one removed or changed because they dislike it. We remove or edit a review only if it breaks our rules or the law, for example a false statement of fact. Paid placement has no effect on which reviews appear or on any score.
Where this comes from
Where this comes from
HawkSoft https://hawksoft.com/ · checked against the official source on 2026-11-05
Vertafore Sagitta https://www.vertafore.com/products/sagitta · checked against the official source on 2026-11-07
This table lists factual criteria taken from information the vendors publish themselves. For how we put it together, see the methodology.