Using Vertafore Sagitta with SoterAI
Connect Vertafore Sagitta to SoterAI and ask questions about your agency’s clients, policies and claims in plain language.
Like every SoterAI connector, the Vertafore Sagitta connection is read-only: SoterAI can read and search your data, but it cannot create, edit, or delete anything in Vertafore Sagitta.
Assisted setup. Vertafore Sagitta is connected with help from our team. In the Connectors panel, its card shows Request setup instead of Connect. You bring the access details from your side, and we set up the connection to your workspace for you — there is nothing to install.
API access to Sagitta depends on your version and environment, so we start by confirming whether REST or SOAP access is available to you.
Before you request setup
Have the following ready before you send your request:
- Your Sagitta version and environment URL
- Whether REST or SOAP access is available in your environment
- Credentials
Your organisation will also need to allow SoterAI’s outbound traffic through your firewall. Ask our support team for Soter’s egress IP address in your setup request so you can add it to your allowlist.
Keep your credentials safe. Don't paste passwords, secrets or tokens into the request email. List which details you have ready, and our team will confirm how to share them securely. Use credentials scoped to the minimum access you need.
What SoterAI can access
Once connected, SoterAI has read-only access to:
- Client, policy and claims records the credentials can read
Access is always limited to what the credentials you provide are allowed to read.
What SoterAI cannot do
- Cannot create, edit, or delete records in Vertafore Sagitta
- Cannot submit forms or trigger workflows inside Vertafore Sagitta
- Cannot access data outside the scope of your credentials
- Cannot change configuration, permissions, or user access
How to request setup
- 1Click the puzzle piece icon in the chat input bar to open the Connectors panel.
- 2Open the Available tab and find Vertafore Sagitta under Risk & safety (use the Search integrations bar if needed). The card shows a short summary of what we'll need.
- 3Click Request setup. A prefilled email to our support team opens, with the connector name and your workspace already filled in, plus the same checklist.
- 4Add any details you already have (without credentials) and send it.
- 5Our team will reply to arrange the next steps and set up the connection. Once it's live, Vertafore Sagitta appears in your Connected tab and you can use it in chat like any other connector.
If your email app doesn't open, write to help@soteranalytics.com with the subject ‘Connector setup request: Vertafore Sagitta’.
To remove access at any time, open the Connectors panel and click Disconnect on the Vertafore Sagitta card in the Connected tab.
Example queries
Once connected, just ask naturally.
Policies and clients
- "Which policies renew this quarter?"
- "List clients by line of business"
Claims
- "Summarise claim activity for this client over the last two years"
Use cases
Renewal preparation
See which policies are coming up for renewal and prepare for each conversation without running a report in Sagitta.
Linking claims with safety data
Review claims activity alongside your safety data so patterns across a client’s account are easier to see.
Client reporting
Ask for a summary of a client’s policies and claims in plain language, grouped the way you need it.
Troubleshooting
| Issue | Solution |
|---|---|
| My email app didn’t open when I clicked Request setup | Write to help@soteranalytics.com with the subject ‘Connector setup request: Vertafore Sagitta’. |
| SoterAI can’t see certain records | Access is limited by the permissions of the credentials you supplied. Ask your Vertafore Sagitta administrator to confirm what they can read. |
| Slow responses on large queries | Narrow your question, for example to a date range, site, or single record type. |
| We’re not sure which API access we have | Your Vertafore account team or Sagitta administrator can confirm whether REST or SOAP access is enabled for your version. |
For more general help, see Troubleshooting external app connections.