ProNavigator Reviews

The 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.

Sage 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.

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.

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.

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.

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.

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!

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.

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

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!