Sagitta review: pricing, downloads and accounting
Sagitta is Vertafore's agency management system for large brokerages with several offices, divisions or legal entities. It keeps clients, policies, claims and one general ledger with postings between divisions.
It fits agencies that grow by buying other agencies. Vertafore quotes it through its sales team and offers it hosted or on your own servers.
- Best for
- Large and multi-office agencies and brokerages, including those that grow by acquisition
- Lines
- Commercial and personal P&C, including specialty lines
- Price
- Quote only
- How it runs
- Hosted as Sagitta Online, or on your own Windows servers
- Carrier downloads
- Scheduled AL3 policy downloads, commission statements and claims from certified carriers
- Accounting
- General ledger with postings across divisions, offices and entities
- Contract
- Term set on your order, renews on its own. 60 days' notice
- Demo or trial
- Talk to Vertafore's sales team. No free trial
Our take
Sagitta suits a brokerage with several offices, divisions or legal entities that needs one ledger with postings between them. Invoice revenue and producer commissions can split across divisions, and one button closes the period for all of them.
It is a big system with a big setup. Decide early between Sagitta Online and your own servers, budget for a services project and expect a dated look, which users mention most.
Pros
- One general ledger across divisions and offices
- Revenue and commission splits across divisions
- Commission statements download and reconcile
- Opens the matching file in its document system, ImageRight or WorkSmart
- InsurLink lets clients issue certificates and ID cards
Cons
- No published prices or free trial
- Licenses can't be cut during a term
- Still Windows based, with a dated interface
- Agency bill runs on accrual only
- Signatures print from stored images only
Plans and pricing
- How it's priced
- Quote only. Charges follow the license metric on your order, such as users
- What sets the price
- Users, hosting or in-house, and add-ons such as InsurLink, ImageRight and WorkSmart
- Setup and conversion
- Quoted in a statement of work from Vertafore Professional Services
- Who to ask
- Vertafore sales at 800-444-4813
Good to know before you buy
- Setup must be scheduled within six months of signing, or the order lapses with no refund.
- You must send the data Vertafore asks for within 10 business days.
- Charges can rise when a merger or acquisition adds users or offices.
Clients and policies
Sagitta keeps client, policy, claim, certificate holder and invoice records for every office, division and legal entity in one database. Vertafore pitches it to agencies that keep buying other agencies.
- Custom fields
- User-defined fields and files, quick-entry fields and your own screen layouts
- Several offices
- Several divisions, offices and entities, with postings between them
- Cleanup
- Import a spreadsheet of client IDs to archive or purge clients
Carrier downloads
- Download routes
- The Sagitta Download Agent for AL3 files (the carrier download format), plus TransactNOW for eDocs
- Policy downloads
- An unattended import runs at a set time and loads policy changes into the Company Mailbox, Sagitta's inbox for carrier downloads
- Commission downloads
- Statements from certified carriers reconcile direct bill items for you. Unmatched items go to suspense
- eDocs
- Pushed live through TransactNOW and IVANS, then routed to activities, follow-ups, ImageRight or WorkSmart
- Real-time with carriers
- Endorsements, billing, claims and policy inquiries and quote requests through TransactNOW
- Unmatched downloads
- Matched by hand from the Company Mailbox
- Carrier list
- Vertafore publishes a Sagitta carrier list, dated September 2026
Vertafore's September 16, 2026 list names 721 carriers. Commission statements come from 376 of its listings and claims from 71, and coverage varies by carrier and line.
Certificates, ACORD forms and claims
- ACORD forms
- Through Vertafore eForms. ACORD forms are the industry's standard insurance forms, and recent releases updated the ACORD 25 to its 12/2025 edition
- Certificates
- ACORD 24 and 25 certificates from master certificates and holder records. Clients can issue their own in InsurLink
- Claims
- Stored on the client. A claim reported in InsurLink reaches the agency, and staff create the Sagitta claim
- Proposals
- Proposal Builder connects for commercial proposals
Rating and quoting
- Raters that connect
- PL Rating for personal auto, home and package, and Commercial Submissions, both from Vertafore
- How quotes come in
- A policy can go from Sagitta to PL Rating, and a quote can come back
- Other options
- See raters and quoting tools that connect to other agency systems
Accounting and commissions
Agency bill and direct bill
- Agency bill invoices with installment schedules you can change mid-term
- Invoice revenue and producer commission split across divisions and departments
- Direct bill reconciliation fed by commission statement downloads
- Payables itemized to a single check
General ledger
Built in, with postings between divisions and offices. One Close All button closes the period for every division.
- Accrual only
- Agency bill runs on accrual accounting
- Payments
- ePayPolicy reads invoices and posts card and ACH payments back
- Statement matching
- The Reconciliation Agent, an early AI tool, matches carrier statements
Documents, email and e-signature
- Storage
- Vertafore's document systems ImageRight or WorkSmart, or Sagitta's own storage
- Drag an Outlook message onto the client to file it
- Signatures
- Stored staff signature images print on forms
Tasks, texting and phones
- Workflow
- WorkSmart and AgencyOne, Vertafore's suite that links its products, connect sales, servicing and renewal work across Vertafore products
- Reports
- Aged receivables, direct bill aging and commission deposit reports, dashboard widgets and Report Builder
Mobile and client portal
Clients
InsurLink shows clients their policies, ID cards, claims, certificates, documents and agency bill balances. It works on phones, and Vertafore describes an app with offline ID cards.
Integrations and API
| Connects to | Type | Direction | What it does |
|---|---|---|---|
| IVANS and TransactNOW | Carrier connection | Into Sagitta | eDocs, carrier messages and live carrier transactions |
| PL Rating | Rater | Both ways | Personal lines quotes |
| Commercial Submissions | Rater | Out of Sagitta | Small commercial quotes |
| ImageRight | Documents | Both ways | Opens the matching client, policy or claim file |
| WorkSmart | Documents | Both ways | Document management and workflow |
| InsurLink | Client portal | Both ways | Client self-service from Sagitta data |
| ePayPolicy | Payments | Both ways | Card and ACH payments against invoices |
| BenefitPoint | Benefits system | Both ways | Benefits accounts alongside P&C |
| AgencyOne | Vertafore platform | Both ways | Search and one client view across Vertafore products |
| RiskMatch | Book analytics | Out of Sagitta | Book and cross-sell insight |
- API
- Sagitta Web Services and an optional REST API for client records
- Who can use it
- Licensed customers and Vertafore partners, after sandbox testing and approval
Hosting and product status
- How it runs
- Sagitta Online (hosted) or in-house on your own servers
- Computers
- Windows 11 recommended, Windows 10 64-bit at least, with Edge or Chrome. In-house needs Windows Server 2025
- Product status
- Current. Regular 2026 releases, with AI agents being added
Getting started
Talk to sales
Vertafore's team scopes users, offices and hosting for a quote.
Pick hosted or in-house
Sagitta Online saves you running servers. In-house needs Windows Server 2025.
Sign the order and statement of work
Professional Services sets up and converts your agency.
Send your data
Within 10 business days of the request, and schedule setup within six months.
Train your team
NetVU University runs on-demand courses, and NetVU Sagitta user groups meet.
Support and training
- Channels
- Phone, the help center and the customer support portal
- Training
- NetVU University on-demand courses
- User group
- NetVU Sagitta user groups
Security
How client data is protected
- Permissions by role to view, change or delete data
- Audit trail of logins and major user actions
- Vertafore single sign-on on Sagitta Online
Contract and your data
- Term
- Set on your order
- Renewal
- Renews on its own
- Notice
- In writing, 60 days before the term ends
- Canceling early
- Licenses can't be canceled or cut during a term
- Price changes
- After the first 12 months, once a year with 60 days' notice
- Refunds
- None for unused licenses
- Your data when you leave
- You own it. Ask within 30 days for a copy, billed at services rates. Deletion can start on day 31
From Vertafore's Standard Terms, August 2026 edition, checked October 2026.
What users say
Themes that come up most often in public user reviews, as of October 2026.
What users like
- Accounting depth, including division postings and reconciling to the general ledger
- Customizable data entry and fields
- Detailed reporting from stored data
- Integrations with InsurLink, ImageRight and PL Rating
What users dislike
- Dated interface
- Limited automation and third-party integration
- Certificates and proposals feel clunky
- Customization and setup take time
Sagitta alternatives
- Applied EpicQuote onlyBrowser based, all lines, the other big enterprise choice
- AMS360Quote onlyVertafore's system for mid-size P&C agencies
- NexsureQuote onlyAll lines, including benefits, in one hosted system
- Amplo (formerly Veruna)Quote onlyBuilt on Salesforce, with sales and service together
See every option in insurance agency management systems.
Frequently asked questions
How much does Sagitta cost?
Vertafore quotes it through its sales team and publishes no prices. Setup and conversion are priced in a separate statement of work.
Is Sagitta cloud based?
You can buy it hosted as Sagitta Online or run it on your own servers. Staff use Windows workstations either way.
Can Sagitta handle several divisions or agencies?
Yes. Its general ledger posts between divisions, offices and entities, and invoices can split revenue across them.
Can I cancel Sagitta early?
No. Licenses can only be cut at the next term, with 60 days' written notice.
Does Sagitta work with PL Rating?
Yes. Policies go from Sagitta to PL Rating, and quotes come back.
How we researched this review. We based this review on the terms and product pages published by Sagitta, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan Sagitta quit selling or a contract term that reads different now, let us know and send the link to the page where Sagitta has it. Somebody here pulls up that page and checks it before we change anything on ours.