List of Vertafore Sagitta Data Warehouse Customers
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Since 2010, our global team of researchers has been studying Vertafore Sagitta Data Warehouse customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Vertafore Sagitta Data Warehouse for Data Warehouse from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Vertafore Sagitta Data Warehouse for Data Warehouse include: Lockton, a United States based Insurance organisation with 400 employees and revenues of $300.0 million, Moreton Insurance Of Idaho, a United States based Insurance organisation with 60 employees and revenues of $1.4 million, Proceed Innovative, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Vertafore Sagitta Data Warehouse, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Lockton | Insurance | 400 | $300M | United States | Vertafore | Vertafore Sagitta Data Warehouse | Data Warehouse | 2014 | n/a |
In 2014, Lockton's Houston office implemented Vertafore solutions to eliminate paper-based processes and improve document handling across its US business unit. Vertafore Sagitta Data Warehouse is identified as the New Application and is referenced here under the Data Warehouse category, with usage inferred from Lockton's documented adoption of Vertafore products.
The implementation at Lockton explicitly included ImageRight for document capture and workflow, driving reductions in paper handling and improving operational processing of client documents. Vertafore Sagitta Data Warehouse, as a Data Warehouse offering, would typically function to aggregate policy and transactional data, centralize reporting, and enable agency-level analytics and structured data extracts for downstream reporting and business intelligence.
Operational coverage described in the case study centers on Lockton's Houston office and the broader US business unit, impacting document management and operational processing teams. Where Sagitta usage is inferred, the expected role is to provide a consolidated data store supporting reporting workflows and analytics capabilities that complement document workflow systems such as ImageRight.
Governance and process changes documented focus on removing paper-based workflows and instituting electronic document handling through ImageRight, which improved document routing and retrieval. Vertafore Sagitta Data Warehouse usage is not explicitly stated in the source, so outcomes or specific integrations tied to Sagitta are not detailed in the case study.
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Moreton Insurance Of Idaho | Insurance | 60 | $1M | United States | Vertafore | Vertafore Sagitta Data Warehouse | Data Warehouse | 2015 | n/a |
In 2015, Moreton Insurance Of Idaho deployed Vertafore Sagitta Data Warehouse to centralize analytics for its existing Sagitta agency management environment. The Vertafore Sagitta Data Warehouse consolidated transactional policy and agency records into a single repository to enable enterprise reporting and analytics across its US offices.
The implementation emphasized Data Warehouse category capabilities, including data aggregation, centralized reporting, and analytics services that supported agency operations, sales and underwriting reporting workflows. Vertafore Sagitta Data Warehouse was used to produce standardized reports and cross-office dashboards, aligning data models and reporting definitions for consistent operational metrics.
Operational governance focused on centralizing reporting workflows and standardizing data definitions to support multi-office comparisons and management decision making. The deployment supported Moreton Insurance Of Idahos agency operations and reporting landscape and contributed to the organization driving higher revenue-per-employee as noted in the case materials.
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Proceed Innovative | Professional Services | 10 | $1M | United States | Vertafore | Vertafore Sagitta Data Warehouse | Data Warehouse | 2016 | n/a |
In 2016, Proceed Innovative implemented Vertafore Sagitta Data Warehouse. The deployment positioned Vertafore Sagitta Data Warehouse as the central analytics and reporting store consistent with the Data Warehouse category, consolidating Sagitta-derived data for enterprise reporting and dashboarding.
Case notes for Bowen, Miclette & Britt document an integrated configuration where Vertafore WorkSmart was integrated with Sagitta to automate document processing, workflow orchestration, and reporting. That implementation reduced submission lifecycle times and increased processing capacity across the agency's US offices, and because the agency used Sagitta with Vertafore reporting features, Vertafore Sagitta Data Warehouse use is inferred as the backend aggregation point for those analytics and dashboards.
Architecturally this aligns with standard Data Warehouse patterns, ingesting transactional Sagitta feeds and surfacing curated datasets to reporting layers and operational dashboards. Governance and operational controls would be expected to emphasize staged data ingestion, scheduled reporting extracts, and role based access for underwriting, sales, and operations to support faster submission processing and centralized reporting.
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