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FOR INSURANCE AGENTS AND BROKERS

Keep Your Team Organized

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Your all-in-one library for insurance documentation across carriers, products, and regions with Sage by ProNavigator - the only SaaS knowledge management platform purpose-built for insurance.

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Give Time Back to Your Staff

The average insurance agent or broker spends hours every week on the hunt for information, whether digging through documents or on the phone with underwriters. Sage cuts that search time significantly, giving your team a massive productivity boost.

Find Everything in One Place

Agencies and brokerages have to stay on top of information — external content across different carriers and regions, in addition to their own internal documentation. Manually navigating to and searching each source of information independently is a time-consuming task. Sage brings all relevant content into a central location searchable by AI.

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Reduce frustration

Manually searching PDFs—it’s enough to make you scream. Will you ever find what you need? How long will it take? With Sage, putting your hands on the exact information you need is a breeze.

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Make Customers Happy

In the hyperconnected, on-demand world we live in, customers are used to getting things immediately. Sage helps you deliver on those expectations by putting all the information you need to answer customer questions at your fingertips. Fast answers equals happier customers.

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Place More Business

When your agents and brokers are no longer tied up on information hunts, they’re able to focus their time on the work that matters—the conversations that build relationships and seal the deal. Imagine how much more your team could achieve with hours back in their week!

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Place More Business

When your agents are no longer tied up on information hunts, they’re able to focus their time on the work that matters—the conversations that build relationships and seal the deal. Imagine how much more your team could achieve with hours back in their week!

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Attract & Retain Talent

Outdated technology and tedious information searches aren’t part of a great career experience in insurance. With Sage, you can appeal to the new generation of driven performers by clearing away frustration and inefficiency to help them focus on the meaningful parts of their work.

Quickly Train New Staff

Getting new team members up to speed can be daunting when information is scattered and hard to access. Sage gives you a single go-to system where everyone can quickly find what they need, anytime they need it.

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Quickly Train New Staff

Getting new team members up to speed can be daunting when information is scattered and hard to access. Sage gives you a single go-to system where everyone can quickly find what they need, anytime they need it.

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“One of the most important things we measure is how the team is feeling. If the team’s feeling great, then the customer's going to feel great—it flows down. So having products like Sage that work for you instead of against you, can make a mood and a conversation and an end result all come together.”

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Nicole Lawrie
Service & Support Manager

Ready to see Sage in action? Experience how Sage can help your agency or brokerage be more organized and customer-focused.

Request a demo