G2 Vendor Directory

Sagitta vs. Agency Matrix

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

MetricSagitta

by Vertafore

Agency Matrix

by Zywave

Overall rating3.93.6
Review count9126
Ease of use8.28.0
Ease of setup8.28.4
Quality of support8.57.9
Meets requirements8.47.9
NPS26.37362628
Small Business26.4%84.0%
Mid-Market42.9%12.0%
Enterprise30.8%4.0%
Total page views188154
Total LLM citations1,220757

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

Agency Matrix

Agency Matrix is an agency management system (AMS) built for personal lines insurance agencies — from single-office shops to growing multi-location operations. It manages policies, automates client communication, connects directly to carriers for data downloads, and runs your agency's accounting, all in one browser-based platform. Personal lines insurance is a volume business. The agencies that win are the ones that handle more clients, more renewals, and more touchpoints without burning out their team.

Pros

  • Organization
  • Data Management