Vertafore Sagitta
Vertafore's enterprise agency management system for large, multi-office and multi-division insurance agencies and brokerages.
Velocity AI agents match carrier statements to agency transactions and answer product and how-to questions in the moment of work.
- API
- Open, API-first architecture with third-party integrations
- Users
- Large independent insurance agencies and brokerages with multiple offices, divisions or entities, and agencies serving niche markets and specialty lines
- Hosting
- AWS cloud infrastructure, as stated by the vendor
Overview
Sagitta is the enterprise agency management system of Vertafore, built for large independent insurance agencies and brokerages that run several offices, divisions or entities, including agencies in specialty lines and niche markets. It brings policy administration, client servicing, accounting and reporting into one system that can be configured as an agency grows through acquisitions. Prices are not published; Vertafore offers a demo on request.
Our take
Pick Sagitta if the agency is a group of offices or entities that need their own books inside one system, or keeps buying agencies and has to fold them in without rebuilding the setup each time. For a single-office agency with one set of books it is more structure than the job needs, and a lighter agency management system fits better. Rating and client-facing tools are separate Vertafore products, so price the whole stack rather than the AMS alone.
Key Facts
| Category | |
|---|---|
| API | Open, API-first architecture with third-party integrations |
| Users | Large independent insurance agencies and brokerages with multiple offices, divisions or entities, and agencies serving niche markets and specialty lines |
| Hosting | AWS cloud infrastructure, as stated by the vendor |
Features
- Clients and policies
- 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
- Built for multi-division agencies, specialty lines and niche markets; BenefitPoint is offered as a separate product for benefits business
- Comparative rating and quoting
- Vertafore lists quoting as separate products that integrate with Sagitta, such as Commercial Submissions for commercial quotes
- Carrier downloads and connectivity
- 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
- 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
- Multi-divisional accounting with interdivisional postings, flexible invoicing, automated direct bill reconciliation, detailed payables, agency bill installments and reconciliation
- Client portal and certificates
- InsurLink, offered as a separate Vertafore product, gives clients 24/7 access to their insurance information
- Compliance records and audit trail
- Role-based permissions to grant or restrict access to sensitive information, and audit trails of login and user activity
- Reports and exports
- Centralised client, policy, accounting and reporting data, with real-time reporting across divisions and locations
- Integrations and API
- Open, API-first architecture connecting Sagitta to Vertafore solutions and third-party tools, and AgencyOne linking workflows, systems and data across the agency
Integrations
- AgencyOne
- InsurLink
- WorkSmart
- BenefitPoint
- RiskMatch
- Proposal Builder
- Commercial Submissions
Deployment and Support
- Company size
-
- Enterprise
Pros and Cons
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
Pricing
-
Sagitta
Not stated
Prices are not published; Vertafore offers a demo on request.
Alternatives and Comparisons
Alternatives to Vertafore Sagitta
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