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Sagitta is an agency management system designed for insurance brokers and agencies. It is a part of the suite of software solutions provided by Vertafore, an American software development and information technology company specializing in the insurance industry. Sagitta is used to manage various aspects of an insurance agency’s operations, including client data, policy management, accounting, and workflows. This system is particularly popular among larger agencies due to its extensive features that support complex insurance tasks and a large volume of transactions.


Using Sagitta as an insurance management system offers several benefits to agencies and brokers, particularly in enhancing efficiency and improving client service. Here are some key advantages:

  1. Comprehensive Data Management: Sagitta allows users to manage extensive client and policy data in one centralized system. This reduces the chances of data duplication and ensures that information is easily accessible to authorized users.
  2. Enhanced Workflow Automation: The system automates various routine tasks, such as renewals, billing, and reporting. This automation helps reduce the workload on staff and decreases the likelihood of human error, which can improve overall operational efficiency.
  3. Improved Customer Service: With quick access to comprehensive client data and histories, insurance agents can provide faster and more informed responses to client inquiries. This improves customer satisfaction and service quality.
  4. Advanced Reporting Capabilities: Sagitta includes powerful reporting tools that help agencies analyze their business performance, track key metrics, and make data-driven decisions. These insights can be crucial for strategic planning and improving profitability.
  5. Scalability: Sagitta is designed to handle the needs of large agencies with complex structures and multiple locations. This makes it a viable solution for growing agencies that require robust functionality to manage increasing volumes of business.
  6. Integration Capabilities: The system can integrate with other software solutions, including CRM systems, document management tools, and accounting software. This integration can streamline processes and provide a more holistic view of the agency’s operations.
  7. Security Features: Sagitta includes security measures to protect sensitive client and business data, which is crucial for compliance with regulations and maintaining client trust.


When evaluating Sagitta as an insurance management system, several factors should be considered to ensure it meets the specific needs and goals of your agency. Here are some key aspects to look into:

  1. Features and Functionality: Assess whether Sagitta offers all the necessary features required for your operations, such as client data management, policy tracking, claims management, accounting, and more. It's also important to evaluate the ease of use and intuitiveness of the interface.
  2. Customization Options: Check if the system allows customization to align with your agency's specific workflows and processes. Flexibility in configuring fields, forms, and reports to suit unique requirements is essential.
  3. Integration Capabilities: Determine how well Sagitta can integrate with other tools and platforms you currently use or plan to use, such as CRM systems, document management software, email platforms, and financial accounting systems. Seamless integration can significantly enhance productivity and data consistency.
  4. Scalability: Consider whether Sagitta can scale according to your agency's growth. It should be able to handle increased workloads and additional users without performance degradation.
  5. Cost: Understand the total cost of ownership, which includes not only the initial purchase price but also ongoing costs like updates, support, and training. Comparing these costs against your budget and the expected return on investment is crucial.
  6. Security and Compliance: Ensure that Sagitta meets all relevant security standards and regulatory compliance requirements, particularly those related to data protection and privacy, such as GDPR, HIPAA, or other local regulations affecting insurance data.
  7. User Support and Training: Look into the quality of customer support provided by Vertafore, the provider of Sagitta. Adequate support is vital for resolving issues swiftly. Also, check the availability and quality of training resources to help your team make the most of the system.
  8. Performance and Reliability: Investigate how reliable Sagitta is in terms of uptime and performance. Downtimes in such critical systems can significantly disrupt operations.
  9. User Reviews and Reputation: Research what other users have to say about their experiences with Sagitta. User reviews can provide insights into the software's performance, reliability, and the company's customer service.
  10. Vendor Stability and Future Outlook: Consider the stability and market position of Vertafore, as a vendor's financial health and strategic direction can impact their product's longevity and the quality of ongoing support and updates.

How to set up

Navigate to the Feathery form that you want to connect to Sagitta. Click on the Integrations tab.

Open the Sagitta integration and authenticate your Sagitta account.

Choose what Feathery fields to map to Sagitta record properties for prefilling and creating/updating.

Click Connect. Your integration is now live and ready to go!

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