About Sage

ProNavigator's knowledge management platform–Sage–is purpose-built for insurance and used by more than 100 insurance organizations to store, manage and search business-critical information in a single platform.

Sage uses advancements in natural language and AI...


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Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Mac OS, Linux, HP-UX, AIX, Solaris, Unix, IBM OS/400, Web browser (OS agnostic), Windows 2000, Windows 8, Windows 10, Not Applicable

9 Reviews of Sage

Average User Ratings

Overall

4.89 / 5 stars

Ease-of-use

5.0

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(8)

8

4 stars

(1)

1

3 stars

(0)

0

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

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Showing 1 - 9 of 9 results

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September 2021

Nicole from Petley-Hare

Company Size: 51-200 employees

Industry: Insurance

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

September 2021

ProNavigator/Sage

They are continually improving this product for the good of everyone. Being open and willing to adapt to our team's requests, suggestions and feedback on what will help us has been a constant with the team at ProNavigator. The collaboration works excellent, and we meet with them regularly to ensure that we use this tool to the best ability. They are making us more efficient. Technology constantly changes, and Sage moves along with these changes.

Pros

As our industry is constantly changing and the broker side is seeing increased workloads from company partners, this tool allows us to store everything in one place. Brokers, we must have up-to-date info to educate clients and provide them with options. This tool is helping to bridge the gaps, saving our teams time by having the information in one place and keeping phone calls into the company queues to a minimum. Constant improvements are delivered.

Cons

Initially, like any good tech tool, you have to put in the time to get the results you are aiming to achieve. Having to spend the time to send over all of the documents takes time during our busy days. Our goal with this product all along has been a one-stop shop for all of our Personal Lines products. Ease of use for our teams. One big con is not having all insurance companies understand that this is the tool we need to be professional leaders to sell their products by having their latest updates at our fingertips.

September 2021

Susan from MIG/Westland Insurance

Company Size: 1,001-5,000 employees

Industry: Insurance

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

September 2021

Drives efficiency and empowers our teams

Overall experience has been great. Being an early adopter of the program, it has been good to see the amount of resource and investment into continually iterating and improving on the product. The support on standing up a broker instance is phenominal, particularly now moving to multi-jurisdiction teams.

Pros

Adding Sage to our broker facing tech stack gives our teams an added advantage of being agile in responding to our customers. Whether a seasoned broker or someone new to our industry, Sage brings value to our teams which in turn provides value to our customers.

Cons

We wanted to implement Sage across multiple teams over many jursidictions and had hoped we could replace other internal sites. With the latest innovation by ProNavigator, Sage will be the single source of truth not only for insurance product knowledge but to keep our team up to date on correspondence from all our carrier partners. One stop login to a site that will literally be the "go to" for information throughout the work day.

Reasons for Choosing Sage

We have used multiple shared sites / information repository programs in the past but none that were built specifically for the insurance industry. This is a very unique product.

October 2021

Dirk from Blue Circle Insurance Brokers

Company Size: 11-50 employees

Industry: Insurance

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

October 2021

Big fan of Sage!

The program is very helpful for our brokers and is accessed on a daily basis. The program has evolved a great deal over the year that we have been working with it. Pro Navigator staff are friendly and constantly in contact looking for more ways to improve.

Pros

Sage is a great time savings program for our brokerage. Having all of our product manuals in one place is very useful and the AI generally makes finding information fairly easy. Pro Navigator is continually pushing out improvements on the program constantly!

Cons

Searching in the past was question driven and sometimes tough to find the right answers which was a struggle with onboarding, but they have moved to a key word approach which will make the process much easier. I would also like to see some more non manual options in the system such as a pro rata calculator and info on special limits.

Reasons for Choosing Sage

I don't really think there is another option in the marketplace

October 2021

Janaye from Morris & Garritano

Company Size: 51-200 employees

Industry: Insurance

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Functionality

5.0

October 2021

Very Helpful

Pros

I love that you can search for what you need and everything comes up exactly as you want. Everything can be found in one system.

Cons

Takes a little practice to get used to. Once you get familiar with the system then it is much easier.

August 2021

Roseanne from Drayden Insurance Ltd.

Company Size: 51-200 employees

Industry: Insurance

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

August 2021

Great tool for staff to have information at their finger tips!

Pros

The ability to have multiple carrier manuals in one place for our staff to find information a lot quicker.

Cons

It would be great to have the ability to have the company forms available and be fillable instead of having to print the form to fill in and then scan back to staff.

August 2021

Lisa from Zynamic Solutions

Company Size: 1 employee

Industry: Financial Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Functionality

4.0

August 2021

Great product

The main challenge a Broker has is trying to wade through the information. Sage does a great job of addressing that. The people are supportive and are always looking to elicit feedback on ways to improve the product.

Pros

Locating information has never been easier. One of the greatest challenges faced today is the overwhelming amounts of information that we have available. Ask Sage is a valuable resource that can help you find the exact information you need. It is taken to the next level when you can select multiple Insurers

Cons

The more the product can be integrated the better. Being able to access it while doing a quote or being on the Company portal would be fantastic!

October 2021

Danielle from Morris and Garritano

Company Size: 51-200 employees

Industry: Insurance

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

October 2021

Review of Sage

Pros

Typing in key words and it bringing up all the carriers who have something about it.

Cons

Would be nice if the system pulled the current updates from the carriers directly

October 2021

Patty from Morris and Garritano Insurance Agency

Company Size: 51-200 employees

Industry: Insurance

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

October 2021

Sage Usage

It makes providing information to our insured much quicker.

Pros

Ease of use, one place to search for information

Cons

The Sage system really needs a print function.

December 2021

Doug from Northrup & Associate Tax & Bookkeeping Services Inc.

Company Size: 2-10 employees

Industry: Accounting

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

December 2021

A great program for your bookkeeping/Accoun ting office

My experience has been very positive. In the early stage of using the program the support was amazing. I never felt out on my own while figuring things out. The other options such as Sage University etc are great add ons to make the program more valuable

Pros

The ease of the use of the program and the super easy set up

Cons

Some of the reports I would like to see offer more variations

Reasons for Choosing Sage

Better program

Reasons for Switching to Sage

I had a small job to do and all that I had was Simply accounting (now Sage) and I was so amazed at the ease of the program that I implemented the use of Sage for our business