G2 Vendor Directory

Sagitta vs. SmartOffice

A side-by-side comparison based on G2 review data.

MetricSagitta

by Vertafore

SmartOffice

by Zinnia

Overall rating3.93.7
Review count9128
Ease of use8.27.9
Ease of setup8.28.1
Quality of support8.57.8
Meets requirements8.48.4
NPS26.3736267.692308
Small Business26.4%64.3%
Mid-Market42.9%28.6%
Enterprise30.8%7.1%
Total page views188223
Total LLM citations1,220467

Sagitta

Sagitta® is an agency management system purpose-built for large and enterprise independent insurance agencies. Large agencies depend on specialized technology that grows and flexes to accommodate their rapid changes. Sagitta is designed to grow quickly with an expanding enterprise agency. Sagitta is also a central solution for AgencyOne®, Vertafore’s integrated platform that connects an agency’s business.

Pros

  • Customization
  • Data Management
  • Reporting
  • Account Management

SmartOffice

Powerful Practice Management for Agents and Advisors SmartOffice is the only cloud CRM solution designed to help insurance agents and financial advisors deliver unparalleled client service, create trusted relationships, and generate more revenue. Our robust, modular platform addresses your practice’s immediate needs while providing you with the flexibility to add features as your business expands. Core Features • SmartOffice Anywhere lets you access your data anywhere, anytime using any smartphone or tablet.

Pros