Agency Matrix vs. Sagitta
A side-by-side comparison based on G2 review data.
| Metric | Agency Matrix | Sagitta |
|---|---|---|
| Overall rating | 3.6 | 3.9 |
| Review count | 26 | 91 |
| Ease of use | 8.0 | 8.2 |
| Ease of setup | 8.4 | 8.2 |
| Quality of support | 7.9 | 8.5 |
| Meets requirements | 7.9 | 8.4 |
| NPS | 28 | 26.373626 |
| Small Business | 84.0% | 26.4% |
| Mid-Market | 12.0% | 42.9% |
| Enterprise | 4.0% | 30.8% |
| Total page views | 154 | 188 |
| Total LLM citations | 757 | 1,220 |
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.
- Organization
- Data Management
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.
- Customization
- Data Management
- Reporting
- Account Management