Pulling your agency data from Vertafore Sagitta

Sagitta is Vertafore's enterprise system and is usually set up by an in-house or outside administrator. Give them the field list below; they'll know which report or query produces it.

What to ask Vertafore Sagitta support for

1. A policy / transaction history covering January 1 three years ago through the most recent date available. It must include:
   • A unique policy or customer ID (names are not needed — de-identified is fine)
   • Carrier and product / line of business
   • Written premium and agency commission
   • Effective date and expiration date
   • Transaction type: new business, renewal, rewrite, endorsement, cancellation
   • Status
   • Cancellations and non-renewals — not just the policies in force today
   If it will only export active policies, ask for the same report as of twelve months ago too.
2. Premium and commission by carrier, by month — last two complete years and year to date, with commission income and agency fee income shown separately.
3. Written confirmation that your full book and its history can be exported (item 13).

Reports in Vertafore Sagitta that cover part of this

Named exactly as the source names them. Versions and licenses differ, so use the names to start the conversation with support, not as a promise of what your screen shows.

• Production Reports: Listed among Sagitta report types on the Processing Reports overview; Production Credit amounts appear "on an exported Production Report". (help.vertafore.com)
• Policy Renewal Report: Named on Sagitta's Processing Reports overview (no description there). (help.vertafore.com)
• Client Lists Report: Vertafore help page title; "Client Lists" is also named on the Processing Reports overview. (help.vertafore.com)
• New / Lost Business Report: Vertafore help page title under Sagitta's Executive Dashboard integration. (help.vertafore.com)
• Paid Basis Producer Report: Vertafore help page title. (help.vertafore.com)
• Report/Profile Builder: Named on the Processing Reports overview; release notes say data dictionaries are available in "Report Builder and SQL". (help.vertafore.com)

Getting cancellations and history, not just today's book

Vertafore documents a "New / Lost Business Report" under Sagitta's Executive Dashboard integration; (help.vertafore.com)

Producer splits

"Production Credit allows for an allocation of producer compensation that is separate from their producer commissions"; the fields show on the exported Production Report and in Report Builder/SQL dictionaries. (help.vertafore.com)

How Vertafore Sagitta exports

Reports can be output as Adobe PDF, shown on screen, sent to "Overnight Report Processing" ("immediately after that night's File Save") or Batch, or exported "in XML format to a third-party spreadsheet program (for example, Microsoft Excel)". The 2024 R1.2.0 release added a Processed Reports widget for "Reports generated by Overnight, Batch and Report Distribution". (help.vertafore.com)

About Vertafore Sagitta

Vertafore calls Sagitta "an enterprise insurance agency management system built for large, complex agencies and brokerages". It's a Windows client (2024 R1.2.0 minimum: Windows 10 64-bit, .NET 4.7.2), with overnight batch report processing and SQL/Report Builder access. (vertafore.com)

Sources checked 2026-10-05. Where a source is a consultant or user group rather than Vertafore, it says so.

Where to get help

• Sagitta help

Phone: 800-444-4813 (Vertafore)

Copy-and-send request

Send this to support as-is. It asks for the output, not a particular screen, so it works whatever version you run.

Hi Vertafore Sagitta support,

I need two exports from our agency's data and want to make sure I get the right reports:

1) A policy / transaction history covering January 1 three years ago through the most recent date available. It must include:
  - A unique policy or customer ID (names are not needed — de-identified is fine)
  - Carrier and product / line of business
  - Written premium and agency commission
  - Effective date and expiration date
  - Transaction type: new business, renewal, rewrite, endorsement, cancellation
  - Status
  - Cancellations and non-renewals — not just the policies in force today
If the system can only export active policies, please also run the same report as of 12 months ago.

2) Premium and commission by carrier, by month, for the last two complete years and year to date, with commission income and agency fee income shown separately.

Customer names are not needed; IDs are fine. Excel or CSV works best.
Can you tell me which report(s) produce this, or run it for us? We'd also like written confirmation that our full book and its history can be exported.

Thank you.

Don't have all of it?

Send what you have. Partial data is better than none — we'll tell you exactly what's still missing. See the full checklist or start a confidential conversation.