Streamline operations and power up profitability in your large agency or brokerage

Sagitta Enterprise SuiteThe Sagitta® management system is the most flexible and powerful management system available today, designed specifically to help large agencies, MGAs, bankers and national brokers increase productivity, enhance customer service, and control operating costs.

Sagitta is also the only enterprise-level solution that can be easily customized to meet the demands of large, complex organizations, providing access to remote users, connecting and managing multiple offices, and integrating with an acquired company.

Key advantages:

  • Scales to tens of thousands of users and hundreds of thousands of transactions, supporting rapid growth through acquisitions.
  • Provides full support for interdivisional and regional accounting, detailed reconciliation processes and reporting, automated direct bill reconciliation, a flexible agency bill installment billing process and graded/tiered producer commission schedules.
  • Allows full personalization of user and department interactions with the policy lifecycle to match your policies and procedures down to the form and field level.
  • Enables role-based security to grant or restrict access to sensitive data, authentication controls, data at rest encryption, and audit trails to track events and user actions.
  • Backed with a 20-year track record of successful enterprise implementations.

Latest Enhancements:

  • Modern user interface with intuitive design.
  • Advanced client search.
  • Fully customizable grids including streamlined import/export capabilities.
  • Data prefill when importing schedules.
  • Data at rest encryption using 256-bit Advanced Encryption Standard (AES)
  • Archive memos and activities independently from policies or clients
  • New ACORD coverage types and coverage codes
  • Masking personal identification information
  • Protected health information audit report
  • Producer Manager integration
  • User inactivity timeout settings

Modules available with Sagitta:

  • Download —Streamline transaction processing and data updates with three powerful download tools, choose Personal Lines Download, Commercial Lines Download or Direct Bill Commission Statement Download to track and reconcile activity with carriers.




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Call Vertafore at 1.800.444.4813.

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