Sagitta

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.

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

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

Proposal Builder

Create custom, business-winning proposals
Save time with pre-designed templates, simple formatting
Deliver high-quality, customized proposals
Stand out from the competition

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InsurLink experience

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

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Commercial Submissions

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.

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