Expert Insured vs Sagitta Answer Library
FAQ's
What is Sagitta?
Sagitta is Vertafore’s enterprise-level agency management system designed for large brokers and complex insurance operations. It supports multiline, multi-branch, and high-volume workflows.
How does Selectsys support Sagitta users?
We provide trained BPO agents who work directly in your Sagitta environment-handling endorsements, renewals, quote entry, billing updates, document handling, and more.
What tasks can be outsourced in Sagitta?
We assist with policy updates, client file maintenance, download reconciliation, claim log entries, and accounting entries.
Can you access Sagitta remotely and securely?
Yes. Our teams connect through Citrix, VPN, or secure RDP. IP restrictions and audit trails are enforced to ensure full security and compliance.
Do you support both commercial and personal lines in Sagitta?
Yes. Our team is trained on CL and PL workflows, including complex coverages like marine, cyber, and umbrella.
How is the Sagitta support team trained?
Each agent undergoes system-specific onboarding and dry-run sessions using client test environments before going live.
Can Selectsys manage multiple branches or producers in Sagitta?
Absolutely. We’re experienced in navigating multi-location data and helping large brokers consolidate workflows across regions.
Is your Sagitta support white-labeled?
Yes. Agents act as an extension of your team-responding through your email domains and entering notes in your agency's tone and format.
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