All ProNavigator Reviews
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Joshua
Verified reviewer
Insurance, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2021
Ask Sage is a Life Saver!
One word… amazing!!
PROSHelps me find all insurance questions I have for what I need to do to help my clients
CONSNothing. Sage is amazing and I wish I had this when I first started.
Nicole
Insurance, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed 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.
PROSAs 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.
CONSInitially, 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.
Mayda
Warehousing, 11-50 employees
OVERALL RATING:
3
EASE OF USE
3
VALUE FOR MONEY
4
CUSTOMER SUPPORT
3
FUNCTIONALITY
4
Reviewed July 2022
PronNavigator
that is all in one . and it helps do your job faster
PROShow quick the information can be access
CONSwas hard to find the information needed at the beginning but once you get familiar with it becomes easy
Susan
Insurance, 1,001-5,000 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed 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.
PROSAdding 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.
CONSWe 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.
Reason for choosing ProNavigator
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.
Dirk
Insurance, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed 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.
PROSSage 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!
CONSSearching 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.
Reason for choosing ProNavigator
I don't really think there is another option in the marketplace
Roseanne
Insurance, 51-200 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed August 2021
Great tool for staff to have information at their finger tips!
The ability to have multiple carrier manuals in one place for our staff to find information a lot quicker.
CONSIt 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.
Lisa
Financial Services, 1 employee
Used less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
FUNCTIONALITY
4
Reviewed 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.
PROSLocating 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
CONSThe 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!
Yelena
Insurance, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2022
Great easy to use software
Easy to use and user friendly
PROSThis a great software to use if your are a small to mid-size business with no IT support. Easy to use and install and very user friendly.
CONSNothing this software is great, easy to use
Danielle
Insurance, 51-200 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2021
sage is awesome!
Love it! so much easier than going into each individual portal to get information
PROSHow quickly i can access all underwriting manuals
CONSits hard to figure out proper way to format questions
Ismail
Automotive, 501-1,000 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
5
Reviewed April 2022
Best software ever
Sage is very easy to implement even affordable by middle size companies .
CONSSage needs to be upgraded to be used on real time.
Jordan
Insurance, 51-200 employees
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2021
A very important tool for all insurance brokers
We have seen a significant boost in productivity and improved quality of work when it comes to underwriting
PROSThe software is extremely easy to use and reduces the time it takes for me to find out insurance information. Rather than searching a million different manuals I take 1 minute to search on Sage and I get my answer every time.
CONSI cannot think of anything negative to say. The team at Sage has been amazing to work with and all our staff love working with Sage.
Sandi
Insurance, 51-200 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2021
SAGE is an amazing resource !
I tell my coworkers how amazing Sage is. Eliminates having to go into separate Portals when looking to Underwriting, forms, workflows. Saves so much time & gives the most up to date information
PROSSo easy to use & make part of your everyday work flow
CONSI have not encountered anything yet. So far been a great experience !
Stacy-Ann
Verified reviewer
Education Management, 51-200 employees
Used monthly for less than 6 months
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed January 2022
Useful application
Sage has been a very useful application that has increased efficiency and productivity. The application is very efficient and the customer support team is very responsive and helpful. Moreover, the application continues to evolve and upgrade so that users can have the best possible experience with this software, and they can execute their tasks more efficiently.
PROSThe application is user friendly and very useful. If any issues are experienced with Sage, the customer support team is very responsive and helpful. Consequently, business operations will not be negatively affected for a long period of time since customer support is fast and reliable. Moreover, with this application, knowledge management is good since you can quickly search for the information that you need on one system.
CONSSage may be a bit difficult to navigate if users are not familiar with the software. Therefore, training may be needed, which can be time-consuming.
Danielle
Insurance, 51-200 employees
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2021
Review of Sage
Typing in key words and it bringing up all the carriers who have something about it.
CONSWould be nice if the system pulled the current updates from the carriers directly
Jem Carlo
Banking, 11-50 employees
Used weekly for less than 6 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed July 2023
Review for ProNavigator
It is very innovative to which helps our loaning operations. Accessing the data is easy and allows us to be more efficient towards our tasks and operations.
CONSSo far, I don't see any flaws or disadvantages of the system. It is an user-friendly interface.
Patty
Insurance, 51-200 employees
Used weekly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed October 2021
Sage Usage
It makes providing information to our insured much quicker.
PROSEase of use, one place to search for information
CONSThe Sage system really needs a print function.
Janaye
Insurance, 51-200 employees
Used monthly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
5
Reviewed October 2021
Very Helpful
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.
CONSTakes a little practice to get used to. Once you get familiar with the system then it is much easier.