List of Vertafore Sagitta Customers
Vertafore
999 18th Street, 4th Floor,
Denver, 80202, CO,
United States
Denver, 80202, CO,
United States
1 800-444-4813
Professional Services
2500
$390M
Since 2010, our global team of researchers has been studying Vertafore Sagitta 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 for Insurance ERP 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 for Insurance ERP include: Marsh McLennan, a United States based Insurance organisation with 90000 employees and revenues of $24.46 billion, USI Insurance Services, a United States based Insurance organisation with 10500 employees and revenues of $2.70 billion, Dimond Bros. Insurance, a United States based Insurance organisation with 300 employees and revenues of $30.0 million and many others.
Contact us if you need a completed and verified list of companies using Vertafore Sagitta, 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.
The Vertafore Sagitta customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Dimond Bros. Insurance | Insurance | 300 | $30M | United States | Vertafore | Vertafore Sagitta | Insurance ERP | 2012 | n/a |
In 2012, Dimond Bros. Insurance implemented Vertafore Sagitta. Vertafore Sagitta is an Insurance ERP used by the firm to centralize commission accounting and general ledger activities within its accounting function.
The deployment emphasized commission processing, accounts payable invoicing and general ledger posting, leveraging Sagitta’s commission reconciliation and coding capabilities to validate calculations and journal entries. Staff utilized Vertafore Sagitta to reconcile commission statements and report figures in the general ledger by comparing to bank account statements on a monthly cadence, and daily use required applying mathematics skills to verify entry and calculation accuracy. The team applied and enforced standardized codes on invoices, files and receipts to keep records organized and searchable within the system.
Operational governance relied on a small-team structure where the primary accounting user trained and delegated tasks to two team members to meet department goals, embedding reconciliation and coding procedures into the monthly close workflow. Vertafore Sagitta served as the system for commission accounting and maintained coded transaction records to support the firm’s monthly reconciliation and reporting processes.
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Marsh McLennan | Insurance | 90000 | $24.5B | United States | Vertafore | Vertafore Sagitta | Insurance ERP | 2019 | n/a |
In 2019, Marsh McLennan implemented Vertafore Sagitta as its Insurance ERP to support core agency accounting and revenue workflows. The Vertafore Sagitta deployment targeted the Finance organization, specifically accounts receivable operations and commission administration, aligning system workflows with daily cash management and revenue records.
Configuration work prioritized accounts receivable ledger functionality, cash application and deposit management, commission processing and support for financial close activities. Functional modules implemented included daily cash records and receipts entry, deposit upload and reconciliation, commission run finalization and reporting, AR aging and journal posting controls. The implementation emphasized data entry throughput for carrier and client payments, reconciliation checkpoints, and system support for Financial Analysts closing special projects.
Integrations included BenefitPoint for commission data exchange as BenefitPoint is identified in the role profile, and routine data interchange with Microsoft Excel and Access for reporting and reconciliation tasks. Operational coverage centered on Marsh McLennans Finance department, the Accounts Receivable team and Financial Analysts who execute daily receipts, reconcile deposits, and support month end close processes.
Governance was organized around standardized daily cash record procedures, defined AR specialist responsibilities such as processing receipts, reconciling and uploading deposits, and finalizing commission runs, and access controls for confidential financial information. Training, role definition and escalation paths were defined to enforce consistency and accuracy in data entry and exception handling, reflecting the functional requirements of an Insurance ERP deployment by Marsh McLennan using Vertafore Sagitta.
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USI Insurance Services | Insurance | 10500 | $2.7B | United States | Vertafore | Vertafore Sagitta | Insurance ERP | 2017 | n/a |
In 2017 USI Insurance Services implemented Vertafore Sagitta as its Insurance ERP, establishing a centralized platform for core financial accounting workflows. The deployment placed Vertafore Sagitta at the center of corporate general ledger responsibilities and month end close activities, with the application used to support monthly, quarterly, and yearly reconciliation cadences and structured journal entry processing.
Vertafore Sagitta was configured to manage general ledger account reconciliations and recurring journal entries, to support fixed asset management including monthly depreciation and disposals, and to administer prepaid expense amortization and intangible amortization schedules. Configuration also encompassed preparation and posting of recurring and ad hoc journal entries, rollforwards for month end reporting, and procedures for property tax filing support aligned with accounting schedules.
The Sagitta deployment operated alongside other finance and operations systems in USI’s environment, including SAP, Concur, Sage FAS, corporate banking systems such as Bank of America, and Citrix ICMS for document workflows, with end user tools including Excel and Outlook used for reconciliations and reporting. Operational coverage extended across multiple regions and corporate treasury, where daily treasury duties included regional funding, EFT review and approval, and verification of correct GL posting per region.
Governance was organized around monthly, quarterly, and yearly reconciliation and approval workflows, with controls for recurring entry schedules, accruals and reversals, bank reconciliations, and fixed asset rollforwards. Process responsibilities tied to Vertafore Sagitta included centralized accounting, treasury verification steps, and property tax submission coordination, supporting standard Insurance ERP functional controls and financial close discipline.
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| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD Vertafore Sagitta Coverage
Vertafore Sagitta is a Insurance ERP solution from Vertafore.
Companies worldwide use Vertafore Sagitta, from small firms to large enterprises across 21+ industries.
Organizations such as Marsh McLennan, USI Insurance Services and Dimond Bros. Insurance are recorded users of
Vertafore Sagitta for Insurance ERP.
Companies using Vertafore Sagitta are most concentrated in Insurance, with adoption spanning over 21 industries.
Companies using Vertafore Sagitta are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Vertafore Sagitta across Americas, EMEA, and APAC.
Companies using Vertafore Sagitta range from small businesses with 0-100 employees - 0%, to mid-sized firms with 101-1,000 employees - 33.33%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 66.67%.
Customers of Vertafore Sagitta include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified Vertafore Sagitta customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Insurance ERP.