The enterprise-class agency management solution for your insurance business.

Whether you’re growing organically or through acquisitions, your needs as a large business differ from those of local, independent agencies.

Sagitta provides an insurance solution that meets your enterprise needs and allows for rapid growth through acquisitions or traditional methods. It also supports your complex and specialty lines of business.

The right tools to run your business

We’re on a path to make service as fast and efficient as possible, no matter your agency size. Simplify the way you deliver insurance with an agency management system that automates your business processes and connects with your essential business technology. See how adopting the right agency management tools can empower your employees, improve your customer experience, and drive productivity.


Work the Way Your Agency Wants

Get flexibility at the user and department level to enable your agency to work the way that is best for your business. 

Accounting to Fit Your Needs

Advanced accounting and finance capabilities address your agency's unique needs, so you save time.

Ensure Your Data is Secure

Grant or restrict access to sensitive information at the user level to ensure your data remains secure. 

Integrate Proposal Builder

"Proposal Builder for Sagitta is now available! Proposal Builder’s integration with Sagitta lets you create professional, consistent, and high-quality client proposals, enabling your agency to efficiently build business winning documents to grow and deliver a better client experience."

Read our Sagitta reviews

Sagitta reviews sourced by G2

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