Defining Client Codes

Agencies define their own client codes. Vertafore recommends that the agency set up a system for defining client codes and make that information available to all employees who use Sagitta.

• Client codes can have up to 15 alphanumeric characters. Do not include spaces in the code. Many agencies find that using seven or eight characters is sufficient for personal lines. For example, Anna Flemming can have a client code of FLEMANN.
• Commercial lines agencies sometimes use a system that comprise several letters from the first and second words in the company name. For example, Lakewood Flowers might become LAKEFLO.