Sagitta
Reviews
Star rating
Rank in Insurance Agency Management Systems
Pros and cons
Pros
- Customization
- Data Management
- Reporting
- Account Management
Cons
Traffic & LLM citations
Source: G2 review data
Winning from
Losing to
Key stats
Adoption by company size
| Segment | Share of reviews |
|---|---|
| Small Business | 26.4% |
| Mid-Market | 42.9% |
| Enterprise | 30.8% |
Quarterly history
| Quarter | Reviews | Star rating |
|---|---|---|
| 2025 Q2 | 5 | 4.1 |
| 2026 Q2 | 7 | 3.9 |
Satisfaction ratings
What reviewers say
Seamless Client Support with Sagitta's Integrations
“I like that Sagitta serves as a single source of reporting for forecasting and client contact information. I really appreciate Sagitta's ability to integrate with various applications like InsurLink, ImageRight, and PL Rater, which makes supporting our clients more seamless.”
Robust for Large Agencies, Simplifies Invoicing
“I find Sagitta to be robust for a large agency. The Epay integration makes customer invoicing simple for our trust accounting team.”
Easy Setup, Effective for Agency Accounting
“I like how Sagitta assists with agency accounting, especially the feature of adding to different divisions, and I found the initial setup to be easy.”